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CIK: 0002052989
Total reported value
$128.1M
$128.1M
30 檔
48.4%
According to the latest 13F quarterly dataset, Journey Beyond Wealth, LLC managed an equity portfolio of $128.1M at the end of Q4 2024, spanning 30 distinct U.S. exchange-listed positions.
During Q4 2024, Journey Beyond Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEU, VXF) accounted for 48.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.34% | -0.02% | — | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 12.02% | -1.10% | — | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 11.02% | +0.10% | — | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 5.50% | +0.35% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.39% | -0.05% | — | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 5.33% | +0.05% | — | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.71% | -0.19% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.09% | +0.05% | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.75% | +0.02% | — | |
| 10 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 3.33% | +1.03% | — | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.06% | -0.34% | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.67% | -0.09% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.39% | — | — | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 2.26% | -0.40% | — | |
| 15 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.24% | +0.44% | — | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.64% | -0.07% | — | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.27% | -0.07% | — | |
| 18 | VV | Vanguard Large-cap ETF | ETF-Other | 0.88% | +0.04% | — | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.57% | -0.09% | — | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.54% | +0.06% | — | |
| 21 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.49% | +0.12% | — | |
| 22 | DISV | Dimensional International Sm | ETF-Other | 0.45% | -0.05% | — | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.05% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | +0.01% | — | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.29% | — | — | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.26% | — | — | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.26% | — | — | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.24% | — | — | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 0.22% | -0.19% | EXIT | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.19% | — | — |
According to official SEC Form 13F filings, Journey Beyond Wealth, LLC reported a total U.S. public equity portfolio value of $128.1M across 30 disclosed positions in Q4 2024.
During Q4 2024, Journey Beyond Wealth, LLC's top holdings by market value included VOO (24.3%)、VEU (12.0%)、VXF (11.0%). The largest single position, VOO, represented 24.3% of total portfolio value.
In Q4 2024, Journey Beyond Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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