Journey Beyond Wealth

Journey Beyond Wealth as of March 31, 2026

Portfolio Holdings for Journey Beyond Wealth

Journey Beyond Wealth holds 29 positions in its portfolio as reported in the March 2026 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) 26.9 $31M 52k 597.55
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 13.6 $16M 210k 75.10
Vanguard Index Fds Extend Mkt Etf (VXF) 7.4 $8.6M 42k 205.80
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.7 $7.8M 122k 64.08
Vanguard Index Fds Value Etf (VTV) 5.6 $6.5M 33k 196.20
Vanguard Index Fds Growth Etf (VUG) 5.3 $6.1M 14k 436.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.3 $5.0M 93k 54.05
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.0 $4.7M 7.2k 650.34
Dimensional Etf Trust Internatnal Val (DFIV) 3.7 $4.4M 83k 52.78
Ishares Tr Expnd Tec Sc Etf (IGM) 3.0 $3.5M 30k 118.51
First Tr Exchange-traded SHS (QTEC) 3.0 $3.5M 16k 215.97
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.8 $3.2M 133k 24.27
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $3.1M 25k 124.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.4 $2.8M 92k 30.68
First Tr Exchange-traded Nasdq Cln Edge (GRID) 2.4 $2.8M 17k 163.58
Ishares Tr National Mun Etf (MUB) 0.9 $1.1M 10k 106.15
Dimensional Etf Trust Intl Small Cap V (DISV) 0.8 $986k 25k 39.44
Vanguard Index Fds Large Cap Etf (VV) 0.8 $983k 3.3k 298.86
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $976k 20k 49.89
Ishares Tr Russell 2000 Etf (IWM) 0.5 $610k 2.5k 248.01
Lockheed Martin Corporation (LMT) 0.4 $456k 754.00 604.39
Wal-Mart Stores (WMT) 0.3 $359k 2.9k 124.28
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $319k 3.3k 97.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $293k 914.00 320.73
Global X Fds S&p 500 Catholic (CATH) 0.2 $268k 3.4k 78.15
Apple (AAPL) 0.2 $256k 1.0k 253.78
Spdr Gold Tr Gold Shs (GLD) 0.2 $237k 550.00 430.29
Ishares Gold Tr Ishares New (IAU) 0.2 $223k 2.5k 88.16
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $206k 1.8k 111.37