Instuitional Investor - Journey Beyond Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Journey Beyond Wealth, Llc |
| Portfolio Value | $106,405,248 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 48,062 | $25,896,084 | 24.33% | |
| 2. | VWO | 222,698 | $12,785,116 | 12.01% | |
| 3. | Vanguard Index Fds - EXTEND MKT ETF | 61,699 | $11,721,600 | 11.01% | |
| 4. | Vanguard Index Fds - GROWTH ETF | 14,270 | $5,856,979 | 5.5% | |
| 5. | Vanguard Tax-Managed Fds | 119,879 | $5,732,635 | 5.38% |
