Instuitional Investor - Journey Beyond Wealth, Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - S&P 500 ETF SHS | 49,491 | $25,433,669 | 23.77% | |
2. | VWO | 211,113 | $12,806,118 | 11.97% | |
3. | Vanguard Index Fds - EXTEND MKT ETF | 64,226 | $11,063,598 | 10.34% | |
4. | Vanguard Tax-Managed Fds | 124,405 | $6,323,484 | 5.91% | |
5. | Vanguard Index Fds - VALUE ETF | 33,818 | $5,841,722 | 5.46% |