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The Analysis of Journey Beyond Wealth, LLC's Holdings & P&L

Currently, Journey Beyond Wealth, LLC holds 29 types of securities in its portfolio with a total value $116.4M. In the most recent quarter, they have increased their positions in GRID (+7.1K shares, valued at $1.2M), QTEC (+1.6K shares, valued at $335.6K), IGM (+2.6K shares, valued at $304.2K); decreased their positions in VEU (-32.8K shares, valued at $2.5M), VXF (-7.6K shares, valued at $1.6M), VEA (-10.7K shares, valued at $685.4K).

1M P&L

+4.8M+5.26%

3M P&L

-26.6M-21.59%

HY P&L

-22.4M-18.87%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A83.8M

98.7%

2Aerospace & Defense455.7K

0.5%

3Discount Stores359.3K

0.4%

Top Industries by Stock Count

1N/A24 stocks

88.9%

2Consumer Electronics1 stocks

3.7%

3Aerospace & Defense1 stocks

3.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS52.4K shares-0.03%2026-03-312026-04-28

VEU VANGUARD INTL EQUITY INDEX F210.2K shares-13.49%2026-03-312026-04-28

VXF VANGUARD INDEX FDS41.7K shares-15.45%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS121.8K shares-8.07%2026-03-312026-04-28

VTV VANGUARD INDEX FDS33.3K shares0.62%2026-03-312026-04-28

VUG VANGUARD INDEX FDS14.0K shares2.82%2026-03-312026-04-28

VWO VANGUARD INTL EQUITY INDEX F93.0K shares-3.04%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T7.2K shares-1.10%2026-03-312026-04-28

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DFIV DIMENSIONAL ETF TRUST82.5K shares-7.94%2026-03-312026-04-28

IGM ISHARES TR29.8K shares9.42%2026-03-312026-04-28

QTEC FIRST TR EXCHANGE-TRADED FD16.3K shares10.52%2026-03-312026-04-28

SCHO SCHWAB STRATEGIC TR132.9K shares-2.82%2026-03-312026-04-28

IJR ISHARES TR24.7K shares-17.21%2026-03-312026-04-28

SCHD SCHWAB STRATEGIC TR91.7K shares-0.29%2026-03-312026-04-28

GRID FIRST TR EXCHANGE-TRADED FD17.1K shares70.87%2026-03-312026-04-28

MUB ISHARES TR10.0K shares0.00%2026-03-312026-04-28

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DISV DIMENSIONAL ETF TRUST25.0K shares-10.35%2026-03-312026-04-28

VV VANGUARD INDEX FDS3.3K shares0.95%2026-03-312026-04-28

VTEB VANGUARD MUN BD FDS19.6K shares-0.79%2026-03-312026-04-28

IWM ISHARES TR2.5K shares-4.73%2026-03-312026-04-28

LMT LOCKHEED MARTIN CORP754 shares-16.59%2026-03-312026-04-28

WMT WALMART INC2.9K shares-0.34%2026-03-312026-04-28

IWR ISHARES TR3.3K shares-4.93%2026-03-312026-04-28

VTI VANGUARD INDEX FDS914 shares-12.12%2026-03-312026-04-28

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CATH GLOBAL X FDS3.4K shares-57.83%2026-03-312026-04-28

AAPL APPLE INC1.0K shares-2.51%2026-03-312026-04-28

GLD SPDR GOLD TR550 shares-0.36%2026-03-312026-04-28

ISHARES GOLD TR ISHARES GOLD TR2.5K shares0.00%2026-03-312026-04-28

EFG ISHARES TR1.8K shares-2.69%2026-03-312026-04-28

VANGUARD INDEX FDS

-0.03%

Shares52.4K

Event2026-03-31

Filed2026-04-28

VEU

VANGUARD INTL EQUITY INDEX F

-13.49%

Shares210.2K

Event2026-03-31

Filed2026-04-28

VXF

VANGUARD INDEX FDS

-15.45%

Shares41.7K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

-8.07%

Shares121.8K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

0.62%

Shares33.3K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

2.82%

Shares14.0K

Event2026-03-31

Filed2026-04-28

VWO

VANGUARD INTL EQUITY INDEX F

-3.04%

Shares93.0K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

-1.10%

Shares7.2K

Event2026-03-31

Filed2026-04-28

DFIV

DIMENSIONAL ETF TRUST

-7.94%

Shares82.5K

Event2026-03-31

Filed2026-04-28

IGM

ISHARES TR

9.42%

Shares29.8K

Event2026-03-31

Filed2026-04-28

QTEC

FIRST TR EXCHANGE-TRADED FD

10.52%

Shares16.3K

Event2026-03-31

Filed2026-04-28

SCHO

SCHWAB STRATEGIC TR

-2.82%

Shares132.9K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

-17.21%

Shares24.7K

Event2026-03-31

Filed2026-04-28

SCHD

SCHWAB STRATEGIC TR

-0.29%

Shares91.7K

Event2026-03-31

Filed2026-04-28

GRID

FIRST TR EXCHANGE-TRADED FD

70.87%

Shares17.1K

Event2026-03-31

Filed2026-04-28

MUB

ISHARES TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-28

DISV

DIMENSIONAL ETF TRUST

-10.35%

Shares25.0K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.95%

Shares3.3K

Event2026-03-31

Filed2026-04-28

VTEB

VANGUARD MUN BD FDS

-0.79%

Shares19.6K

Event2026-03-31

Filed2026-04-28

IWM

ISHARES TR

-4.73%

Shares2.5K

Event2026-03-31

Filed2026-04-28

LMT

LOCKHEED MARTIN CORP

-16.59%

Shares754

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

-0.34%

Shares2.9K

Event2026-03-31

Filed2026-04-28

IWR

ISHARES TR

-4.93%

Shares3.3K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

-12.12%

Shares914

Event2026-03-31

Filed2026-04-28

CATH

GLOBAL X FDS

-57.83%

Shares3.4K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-2.51%

Shares1.0K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

-0.36%

Shares550

Event2026-03-31

Filed2026-04-28

ISHARES GOLD TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-28

EFG

ISHARES TR

-2.69%

Shares1.8K

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available