Instuitional Investor - Journey Beyond Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Journey Beyond Wealth, Llc |
| Portfolio Value | $125,723,120 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 52,441 | $32,887,453 | 26.16% | |
| 2. | VWO | 243,036 | $17,877,757 | 14.22% | |
| 3. | Vanguard Index Fds - EXTEND MKT ETF | 49,272 | $10,303,692 | 8.2% | |
| 4. | Vanguard Tax-Managed Fds | 132,520 | $8,278,496 | 6.58% | |
| 5. | Vanguard Index Fds - GROWTH ETF | 13,651 | $6,659,777 | 5.3% |
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