Instuitional Investor - Journey Beyond Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Journey Beyond Wealth, Llc |
| Portfolio Value | $121,561,919 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 49,542 | $30,338,625 | 24.96% | |
| 2. | VWO | 261,482 | $18,661,992 | 15.35% | |
| 3. | Vanguard Index Fds - EXTEND MKT ETF | 55,054 | $11,525,049 | 9.48% | |
| 4. | Vanguard Tax-Managed Fds | 123,377 | $7,392,752 | 6.08% | |
| 5. | Vanguard Index Fds - GROWTH ETF | 14,818 | $7,106,861 | 5.85% |
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