The Analysis of Journey Beyond Wealth, LLC's Holdings
Currently, Journey Beyond Wealth, LLC holds 31 types of securities in its portfolio with a total value $125.7M. In the most recent quarter, they have increased their positions in SCHD (+92.0K shares, valued at $2.5M), N/A (+2.9K shares, valued at $1.8M), GRID (+10.0K shares, valued at $1.5M); decreased their positions in VEU (-18.4K shares, valued at $1.4M), VXF (-5.8K shares, valued at $1.2M), QTEC (-3.4K shares, valued at $779.0K); initiated new positions in SCHD (+92.0K shares, valued at $2.5M), GRID (+10.0K shares, valued at $1.5M), GLD (+552 shares, valued at $218.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEU VANGUARD INTL EQUITY INDEX F243.0K shares-7.05%2025-12-312026-01-23
VXF VANGUARD INDEX FDS49.3K shares-10.50%2025-12-312026-01-23 VEA VANGUARD TAX-MANAGED FDS132.5K shares7.41%2025-12-312026-01-23 VUG VANGUARD INDEX FDS13.7K shares-7.88%2025-12-312026-01-23 VTV VANGUARD INDEX FDS33.1K shares0.19%2025-12-312026-01-23 VWO VANGUARD INTL EQUITY INDEX F95.9K shares5.72%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR7.3K shares-0.20%2025-12-312026-01-23 DFIV DIMENSIONAL ETF TRUST89.6K shares3.13%2025-12-312026-01-23 IJR ISHARES TR29.9K shares-13.30%2025-12-312026-01-23 IGM ISHARES TR27.3K shares-11.34%2025-12-312026-01-23 QTEC FIRST TR EXCHANGE-TRADED FD14.8K shares-18.64%2025-12-312026-01-23 SCHO SCHWAB STRATEGIC TR136.8K shares7.91%2025-12-312026-01-23 SCHD SCHWAB STRATEGIC TR92.0K sharesnew addition2025-12-312026-01-23 GRID FIRST TR EXCHANGE TRADED FD10.0K sharesnew addition2025-12-312026-01-23 MUB ISHARES TR10.0K shares0.00%2025-12-312026-01-23 DISV DIMENSIONAL ETF TRUST27.9K shares1.09%2025-12-312026-01-23 VV VANGUARD INDEX FDS3.3K shares0.03%2025-12-312026-01-23 VTEB VANGUARD MUN BD FDS19.7K shares-2.45%2025-12-312026-01-23 CATH GLOBAL X FDS8.1K shares16.71%2025-12-312026-01-23 IWM ISHARES TR2.6K shares2.06%2025-12-312026-01-23 LMT LOCKHEED MARTIN CORP904 shares0.00%2025-12-312026-01-23 VTI VANGUARD INDEX FDS1.0K shares2.26%2025-12-312026-01-23 IWR ISHARES TR3.4K shares0.00%2025-12-312026-01-23 WMT WALMART INC2.9K shares-3.49%2025-12-312026-01-23 AAPL APPLE INC1.0K shares-8.66%2025-12-312026-01-23 SCHF SCHWAB STRATEGIC TR11.3K shares0.90%2025-12-312026-01-23 GLD SPDR GOLD TR552 sharesnew addition2025-12-312026-01-23 EFG ISHARES TR1.9K shares-1.25%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available