Journey Beyond Wealth

Journey Beyond Wealth as of March 31, 2025

Portfolio Holdings for Journey Beyond Wealth

Journey Beyond Wealth holds 29 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 23.8 $25M 50k 513.90
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 12.0 $13M 211k 60.66
Vanguard Index Fds Extend Mkt Etf (VXF) 10.3 $11M 64k 172.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.9 $6.3M 124k 50.83
Vanguard Index Fds Value Etf (VTV) 5.5 $5.8M 34k 172.74
Vanguard Index Fds Growth Etf (VUG) 5.2 $5.6M 15k 370.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.1 $5.4M 193k 27.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $4.1M 7.4k 559.39
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $3.9M 37k 104.57
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.4 $3.6M 148k 24.34
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 3.2 $3.4M 20k 173.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $3.2M 70k 45.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $3.0M 5.6k 532.58
Dimensional Etf Trust Internatnal Val (DFIV) 2.7 $2.8M 72k 39.36
Ishares Tr Expnd Tec Sc Etf (IGM) 2.3 $2.5M 27k 90.67
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.4 $1.5M 30k 49.62
Ishares Tr National Mun Etf (MUB) 1.2 $1.3M 13k 105.44
Vanguard Index Fds Large Cap Etf (VV) 0.8 $895k 3.5k 257.05
Dimensional Etf Trust Intl Small Cap V (DISV) 0.7 $740k 25k 29.12
Ishares Tr Russell 2000 Etf (IWM) 0.5 $504k 2.5k 199.50
Global X Fds S&p 500 Catholic (CATH) 0.5 $492k 7.3k 67.54
Lockheed Martin Corporation (LMT) 0.4 $427k 955.00 446.70
Snowflake Cl A (SNOW) 0.4 $421k 2.9k 146.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $348k 1.3k 274.82
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $307k 2.7k 115.61
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $293k 3.4k 85.07
UnitedHealth (UNH) 0.3 $271k 517.00 523.75
Wal-Mart Stores (WMT) 0.2 $264k 3.0k 87.79
Apple (AAPL) 0.2 $229k 1.0k 222.12