Instuitional Investor - Journey Beyond Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Journey Beyond Wealth, Llc |
| Portfolio Value | $118,572,780 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 51,773 | $29,408,666 | 24.8% | |
| 2. | VWO | 268,293 | $18,034,626 | 15.21% | |
| 3. | Vanguard Index Fds - EXTEND MKT ETF | 59,481 | $11,462,493 | 9.67% | |
| 4. | Vanguard Tax-Managed Fds | 127,672 | $7,278,584 | 6.14% | |
| 5. | Vanguard Index Fds - GROWTH ETF | 16,491 | $7,229,655 | 6.1% |
