The Analysis of Journey Beyond Wealth, LLC's Holdings
Currently, Journey Beyond Wealth, LLC holds 30 types of securities in its portfolio with a total value $121.6M. In the most recent quarter, they have increased their positions in NVO (+11.3K shares, valued at $628.1K), EFG (+1.9K shares, valued at $219.0K), SCHA (+7.4K shares, valued at $206.5K); decreased their positions in VOO (-2.2K shares, valued at $1.4M), VXF (-4.4K shares, valued at $926.8K), VUG (-1.7K shares, valued at $802.4K); initiated new positions in NVO (+11.3K shares, valued at $628.1K), EFG (+1.9K shares, valued at $219.0K), SCHA (+7.4K shares, valued at $206.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS49.5K shares-4.31%2025-09-302025-10-28
VEU VANGUARD INTL EQUITY INDEX F261.5K shares-2.54%2025-09-302025-10-28 VXF VANGUARD INDEX FDS55.1K shares-7.44%2025-09-302025-10-28 VEA VANGUARD TAX-MANAGED FDS123.4K shares-3.36%2025-09-302025-10-28 VUG VANGUARD INDEX FDS14.8K shares-10.14%2025-09-302025-10-28 VTV VANGUARD INDEX FDS33.0K shares-8.91%2025-09-302025-10-28 VWO VANGUARD INTL EQUITY INDEX F90.7K shares-0.77%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR7.3K shares-0.95%2025-09-302025-10-28 QTEC FIRST TR EXCHANGE-TRADED FD18.2K shares-8.34%2025-09-302025-10-28 IJR ISHARES TR34.4K shares-5.30%2025-09-302025-10-28 DFIV DIMENSIONAL ETF TRUST86.8K shares3.69%2025-09-302025-10-28 IGM ISHARES TR30.7K shares-7.20%2025-09-302025-10-28 SCHO SCHWAB STRATEGIC TR126.8K shares6.53%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL5.6K shares0.00%2025-09-302025-10-28 MUB ISHARES TR10.0K shares-21.14%2025-09-302025-10-28 VTEB VANGUARD MUN BD FDS20.2K shares9.08%2025-09-302025-10-28 VV VANGUARD INDEX FDS3.3K shares-6.41%2025-09-302025-10-28 DISV DIMENSIONAL ETF TRUST27.6K shares8.17%2025-09-302025-10-28 NVO NOVO-NORDISK A S11.3K sharesnew addition2025-09-302025-10-28 IWM ISHARES TR2.5K shares0.00%2025-09-302025-10-28 CATH GLOBAL X FDS7.0K shares-1.80%2025-09-302025-10-28 LMT LOCKHEED MARTIN CORP904 shares-2.16%2025-09-302025-10-28 VTI VANGUARD INDEX FDS1.0K shares-14.90%2025-09-302025-10-28 IWR ISHARES TR3.4K shares0.00%2025-09-302025-10-28 WMT WALMART INC3.0K shares0.00%2025-09-302025-10-28 AAPL APPLE INC1.1K shares9.90%2025-09-302025-10-28 VSS VANGUARD INTL EQUITY INDEX F1.9K shares3.53%2025-09-302025-10-28 SCHF SCHWAB STRATEGIC TR11.2K shares13.65%2025-09-302025-10-28 EFG ISHARES TR1.9K sharesnew addition2025-09-302025-10-28 SCHA SCHWAB STRATEGIC TR7.4K sharesnew addition2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available