Journey Advisory Group, LLC
Q4 2024 13F Holdings
- Locationcovington, KY
- Num holdings
226
- Value ($000)
$835,167
- Date Filed02/04/2025
- Form type13F-HR
- CIK0001840085
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $43.71M | 5 % | 746,894 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $36.94M | 4 % | 82,657 | ||
AAPL APPLE INC | COM | 037833100 | $34.75M | 4 % | 165,009 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $30.62M | 4 % | 185,652 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $27.31M | 3 % | 379,016 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $26.89M | 3 % | 252,110 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $23.41M | 3 % | 137,099 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $22.94M | 3 % | 464,106 | ||
LLY ELI LILLY & CO | COM | 532457108 | $22.46M | 3 % | 24,805 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $19.66M | 2 % | 234,153 |
Rows Per Page
1 - 10 of 22610
- 10
- 50
- 100