Journey Beyond Wealth

Journey Beyond Wealth as of June 30, 2025

Portfolio Holdings for Journey Beyond Wealth

Journey Beyond Wealth holds 28 positions in its portfolio as reported in the June 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) 24.8 $29M 52k 568.03
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 15.2 $18M 268k 67.22
Vanguard Index Fds Extend Mkt Etf (VXF) 9.7 $12M 60k 192.71
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.1 $7.3M 128k 57.01
Vanguard Index Fds Growth Etf (VUG) 6.1 $7.2M 17k 438.40
Vanguard Index Fds Value Etf (VTV) 5.4 $6.4M 36k 176.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $4.6M 7.4k 617.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.8 $4.5M 91k 49.46
First Tr Exchange-traded SHS (QTEC) 3.6 $4.2M 20k 212.83
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $4.0M 36k 109.29
Ishares Tr Expnd Tec Sc Etf (IGM) 3.1 $3.7M 33k 112.34
Dimensional Etf Trust Internatnal Val (DFIV) 3.0 $3.6M 84k 42.83
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.4 $2.9M 119k 24.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $2.7M 5.6k 485.77
Ishares Tr National Mun Etf (MUB) 1.1 $1.3M 13k 104.48
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $1.3M 50k 26.50
Vanguard Index Fds Large Cap Etf (VV) 0.8 $993k 3.5k 285.32
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $909k 19k 49.03
Dimensional Etf Trust Intl Small Cap V (DISV) 0.7 $839k 26k 32.91
Ishares Tr Russell 2000 Etf (IWM) 0.5 $546k 2.5k 215.80
Global X Fds S&p 500 Catholic (CATH) 0.5 $536k 7.1k 75.45
Lockheed Martin Corporation (LMT) 0.4 $428k 924.00 463.14
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $363k 1.2k 303.82
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $317k 3.4k 91.97
Wal-Mart Stores (WMT) 0.2 $294k 3.0k 97.78
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $251k 1.9k 134.37
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $217k 9.8k 22.10
Apple (AAPL) 0.2 $211k 1.0k 205.16