Journey Beyond Wealth

Journey Beyond Wealth as of Sept. 30, 2025

Portfolio Holdings for Journey Beyond Wealth

Journey Beyond Wealth holds 30 positions in its portfolio as reported in the September 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) 25.0 $30M 50k 612.38
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 15.4 $19M 262k 71.37
Vanguard Index Fds Extend Mkt Etf (VXF) 9.5 $12M 55k 209.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.1 $7.4M 123k 59.92
Vanguard Index Fds Growth Etf (VUG) 5.8 $7.1M 15k 479.61
Vanguard Index Fds Value Etf (VTV) 5.1 $6.2M 33k 186.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.0 $4.9M 91k 54.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.0 $4.9M 7.3k 666.18
First Tr Exchange-traded SHS (QTEC) 3.4 $4.2M 18k 229.61
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $4.1M 34k 118.83
Dimensional Etf Trust Internatnal Val (DFIV) 3.3 $4.0M 87k 46.12
Ishares Tr Expnd Tec Sc Etf (IGM) 3.2 $3.9M 31k 125.95
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.5 $3.1M 127k 24.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $2.8M 5.6k 502.74
Ishares Tr National Mun Etf (MUB) 0.9 $1.1M 10k 106.49
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $1.0M 20k 50.07
Vanguard Index Fds Large Cap Etf (VV) 0.8 $1.0M 3.3k 307.83
Dimensional Etf Trust Intl Small Cap V (DISV) 0.8 $984k 28k 35.69
Novo-nordisk A S Adr (NVO) 0.5 $628k 11k 55.49
Ishares Tr Russell 2000 Etf (IWM) 0.5 $612k 2.5k 241.97
Global X Fds S&p 500 Catholic (CATH) 0.5 $566k 7.0k 81.06
Lockheed Martin Corporation (LMT) 0.4 $451k 904.00 499.21
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $334k 1.0k 328.14
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $333k 3.4k 96.55
Wal-Mart Stores (WMT) 0.3 $310k 3.0k 103.06
Apple (AAPL) 0.2 $288k 1.1k 254.62
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $276k 1.9k 142.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $260k 11k 23.28
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $219k 1.9k 113.88
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $207k 7.4k 27.90