Instuitional Investor - Journey Beyond Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Journey Beyond Wealth, Llc |
| Portfolio Value | $128,057,655 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 50,130 | $34,429,765 | 26.89% | |
| 2. | VWO | 190,483 | $15,952,977 | 12.46% | |
| 3. | Vanguard Index Fds - EXTEND MKT ETF | 38,795 | $9,551,793 | 7.46% | |
| 4. | Vanguard Tax-Managed Fds | 119,521 | $8,515,905 | 6.65% | |
| 5. | Vanguard Index Fds - VALUE ETF | 33,206 | $7,236,598 | 5.65% |
Hedge Fund Resource Center 
