Journey Beyond Wealth

Journey Beyond Wealth as of Dec. 31, 2025

Portfolio Holdings for Journey Beyond Wealth

Journey Beyond Wealth holds 31 positions in its portfolio as reported in the December 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) 26.2 $33M 52k 627.13
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 14.2 $18M 243k 73.56
Vanguard Index Fds Extend Mkt Etf (VXF) 8.2 $10M 49k 209.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.6 $8.3M 133k 62.47
Vanguard Index Fds Growth Etf (VUG) 5.3 $6.7M 14k 487.86
Vanguard Index Fds Value Etf (VTV) 5.0 $6.3M 33k 190.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.1 $5.2M 96k 53.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.0 $5.0M 7.3k 681.92
Dimensional Etf Trust Internatnal Val (DFIV) 3.6 $4.5M 90k 49.90
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $3.6M 30k 120.18
Ishares Tr Expnd Tec Sc Etf (IGM) 2.8 $3.5M 27k 129.16
First Tr Exchange-traded SHS (QTEC) 2.7 $3.4M 15k 230.21
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.7 $3.3M 137k 24.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $2.8M 5.6k 502.65
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $2.5M 92k 27.43
First Tr Exchange Traded Nasdq Cln Edge (GRID) 1.2 $1.5M 10k 153.02
Ishares Tr National Mun Etf (MUB) 0.9 $1.1M 10k 107.11
Dimensional Etf Trust Intl Small Cap V (DISV) 0.8 $1.1M 28k 38.00
Vanguard Index Fds Large Cap Etf (VV) 0.8 $1.0M 3.3k 314.82
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $992k 20k 50.29
Global X Fds S&p 500 Catholic (CATH) 0.5 $670k 8.1k 82.23
Ishares Tr Russell 2000 Etf (IWM) 0.5 $635k 2.6k 246.17
Lockheed Martin Corporation (LMT) 0.3 $437k 904.00 483.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $349k 1.0k 335.12
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $332k 3.4k 96.27
Wal-Mart Stores (WMT) 0.3 $323k 2.9k 111.41
Apple (AAPL) 0.2 $281k 1.0k 271.85
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $271k 11k 24.04
Spdr Gold Tr Gold Shs (GLD) 0.2 $219k 552.00 396.31
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $216k 1.9k 113.92
Ishares Gold Tr Ishares New (IAU) 0.2 $205k 2.5k 81.17