Instuitional Investor - Journey Beyond Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Journey Beyond Wealth, Llc |
| Portfolio Value | $116,432,061 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 52,427 | $31,327,868 | 26.91% | |
| 2. | VWO | 210,246 | $15,789,465 | 13.56% | |
| 3. | Vanguard Index Fds - EXTEND MKT ETF | 41,661 | $8,573,837 | 7.36% | |
| 4. | Vanguard Tax-Managed Fds | 121,824 | $7,806,454 | 6.7% | |
| 5. | Vanguard Index Fds - VALUE ETF | 33,261 | $6,525,818 | 5.6% |
Hedge Fund Resource Center 
