Joseph Group Capital Management
Q4 2024 13F Holdings
- Locationcolumbus, OH
- Num holdings
86
- Value ($000)
$253,800
- Date Filed02/12/2025
- Form type13F-HR
- CIK0001910383
- 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 |
|---|---|---|---|---|---|---|---|
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $34.71M | 14 % | 753,409 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $23.36M | 9 % | 904,277 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $17.46M | 7 % | 296,355 | ||
PSEP INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C656 | $16.18M | 6 % | 413,975 | ||
DEW WISDOMTREE TR | GLB HIGH DIV FD | 97717W877 | $11.27M | 4 % | 215,422 | ||
CIBR FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 | $10.12M | 4 % | 159,494 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $8.53M | 3 % | 312,184 | ||
RSPF INVESCO EXCHANGE TRADED FD T | S&P500 EQL FIN | 46137V340 | $7.44M | 3 % | 102,788 | ||
AAPL APPLE INC | COM | 037833100 | $5.12M | 2 % | 20,456 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $5.11M | 2 % | 26,992 |
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