JB
| |
Journey Beyond Wealth, LLC13F | |
| Journey Beyond Wealth, LLC | |
| Last update 2025-04-25 | 29 Stocks (1 new) |
| Value $107.00 Mil | Turnover 4 % |
Journey Beyond Wealth, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 49,491 | 25,433.7 | +2.97% | 23.770 | +0.69% | 0.000 | +7.94% | +5.07% | 625,833.2 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 211,113 | 12,806.1 | -5.20% | 11.970 | -0.63% | 0.030 | +9.10% | +17.48% | 43,283.2 | ||
VXF | Vanguard Extended Market Index ETF | 64,226 | 11,063.6 | +4.10% | 10.340 | +0.41% | 0.050 | +7.39% | +1.36% | 20,360.8 | ||
VEA | Vanguard FTSE Developed Markets ETF | 124,405 | 6,323.5 | +3.78% | 5.910 | +0.22% | 0.000 | +9.97% | +19.60% | 154,823.7 | ||
VTV | Vanguard Value ETF | 33,818 | 5,841.7 | +0.91% | 5.460 | +0.05% | 0.000 | +1.70% | +4.67% | 131,749.1 | ||
VUG | Vanguard Growth ETF | 15,099 | 5,599.0 | +5.81% | 5.230 | +0.29% | 0.000 | +13.37% | +5.80% | 156,315.8 | ||
SCHD | Schwab US Dividend Equity ETF | 193,242 | 5,403.0 | +5.42% | 5.050 | +0.26% | 0.010 | -4.14% | -1.57% | 69,136.5 | ||
SPY | SPDR S&P 500 ETF Trust | 7,395 | 4,136.7 | -0.34% | 3.870 | -0.01% | 0.000 | +7.93% | +5.02% | 619,201.5 | ||
IJR | iShares Core S&P Small-Cap ETF | 36,955 | 3,864.4 | +6.73% | 3.610 | +0.23% | 0.000 | +2.59% | -4.62% | 78,928.8 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 147,957 | 3,601.3 | +9.31% | 3.370 | +0.29% | 0.030 | +1.38% | +3.05% | 11,018.0 |
Journey Beyond Wealth, LLC's Historical Top Holdings Breakdowns
Journey Beyond Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.69% | 507.05 ($540.58) 563.67 | $564.15 | 4.36% | Add 2.97% | 49,491 | 1,429 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | Reduce Reduce | -0.63% | 56.51 ($60.25) 62.98 | $66.76 | 10.80% | Reduce -5.2% | 211,113 | -11,585 | |
VXF | Vanguard Extended Market Index ETF | 2025-03-31 | Add Add | +0.41% | 170.36 ($189.24) 201.04 | $191.37 | 1.13% | Add 4.1% | 64,226 | 2,527 | |
SNOW | Snowflake Inc | 2025-03-31 | New Buy New Buy | +0.39% | 146.16 ($169.7) 192.78 | $221.92 | 30.77% | New holding | 2,883 | 2,883 | |
IGM | iShares Expanded Tech Sector ETF | 2025-03-31 | Add Add | +0.33% | 90.67 ($101) 108.46 | $111.19 | 10.09% | Add 16.69% | 27,232 | 3,895 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-03-31 | Add Add | +0.29% | 24.1 ($24.21) 24.34 | $24.36 | 0.62% | Add 9.31% | 147,957 | 12,596 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.29% | 369.1 ($404.54) 427.61 | $433.69 | 7.21% | Add 5.81% | 15,099 | 829 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.26% | 27.01 ($27.88) 28.54 | $26.39 | -5.34% | Add 5.42% | 193,242 | 9,943 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-03-31 | Reduce Reduce | -0.25% | 49.25 ($50.03) 50.66 | $48.96 | -2.14% | Reduce -15.16% | 29,592 | -5,289 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.24% | 42.5 ($45.01) 46.71 | $49.44 | 9.84% | Add 8.92% | 70,322 | 5,761 |
Journey Beyond Wealth, LLC Total Holding History ($B)
Journey Beyond Wealth, LLC's Asset Allocation
Journey Beyond Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Journey Beyond Wealth, LLC's Hypothetical Growth since 2025-03-31
Journey Beyond Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Journey Beyond Wealth, LLC's Holdings Heat Map
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Journey Beyond Wealth, LLC's Holdings Bubble Chart
Journey Beyond Wealth, LLC News
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