Journey Beyond Wealth, LLC 13F Holdings
CIK 0002052989 · ROSWELL, GA
As of Sep 30, 2025, Journey Beyond Wealth, LLC reported 30 positions worth
CIK 0002052989 · ROSWELL, GA
As of Sep 30, 2025, Journey Beyond Wealth, LLC reported 30 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 49,542 | $30.3M | 24.96% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 261,482 | 8.7M | 15.35% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 55,054 | 1.5M | 9.48% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 123,377 | $7.4M | 6.08% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 14,818 | $7.1M | 5.85% |
| VANGUARD VALUE INDEX FUND | VTV | — | 32,992 | $6.2M | 5.06% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 90,694 | $4.9M | 4.04% |
| SPDR S&P 500 ETF TRUST | SPY | — | 7,320 | $4.9M | 4.01% |
| FIRST TRUST NASDAQ-100-TECHNOLOGY SECTOR INDEX FUND | QTEC | — | 18,151 | $4.2M | 3.43% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 34,440 | $4.1M | 3.37% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 86,849 | $4.0M | 3.30% |
| ISHARES EXPANDED TECH SECTOR ETF | IGM | — | 30,746 | $3.9M | 3.19% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 126,768 | $3.1M | 2.54% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,600 | $2.8M | 2.32% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 10,000 | .1M | 0.88% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 20,219 | .0M | 0.83% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 3,258 | .0M | 0.83% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 27,583 | $984.4K | 0.81% |
| NOVO NORDISK A S | NVO | Healthcare | 11,320 | $628.1K | 0.52% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 2,528 | $611.7K | 0.50% |
| GLOBAL X S&P 500 CATHOLIC VALUES ETF | CATH | — | 6,977 | $565.5K | 0.47% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 904 | $451.3K | 0.37% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 1,017 | $333.7K | 0.27% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 3,448 | $332.9K | 0.27% |
| WALMART INC | WMT | Consumer Defensive | 3,006 | $309.8K | 0.25% |