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GOOG has hit a 52 week high
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NOC has hit a 52 week high
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Journey Beyond Wealth, Llc

13F Holdings
Filed: 2025-04-24
Portfolio Value
106.98M arrow_upward 0.54%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0002052989
Filing Date
2025-04-24 19:04:48
Address
300 Colonial Center Parkway
Roswell
GA
Prior Value
106.41M
Top 10 Holdings %
lock
Portfolio Value
Journey Beyond Wealth, Llc
(13F - 2025-03-31)
Vanguard Index Fds
VOO
2025-04-24
Value
25.43M
Shares
49.49K
Portfolio %
23.77%
Vanguard Intl Equity Index F
VEU
2025-04-24
Value
12.81M
Shares
211.11K
Portfolio %
11.97%
Vanguard Index Fds
VXF
2025-04-24
Value
11.06M
Shares
64.23K
Portfolio %
10.34%
Vanguard Tax-Managed Fds
VEA
2025-04-24
Value
6.32M
Shares
124.41K
Portfolio %
5.91%
Vanguard Index Fds
VTV
2025-04-24
Value
5.84M
Shares
33.82K
Portfolio %
5.46%
Vanguard Index Fds
VUG
2025-04-24
Value
5.60M
Shares
15.10K
Portfolio %
5.23%
Schwab Strategic Tr
SCHD
2025-04-24
Value
5.40M
Shares
193.24K
Portfolio %
5.05%
Spdr S&p 500 Etf Tr
SPY
2025-04-24
Value
4.14M
Shares
7.39K
Portfolio %
3.87%
Ishares Tr
IJR
2025-04-24
Value
3.86M
Shares
36.95K
Portfolio %
3.61%
Schwab Strategic Tr
SCHO
2025-04-24
Value
3.60M
Shares
147.96K
Portfolio %
3.37%
Top Increases | Journey Beyond Wealth, Llc
(2024-12-31 → 2025-03-31)
Vanguard Tax-Managed Fds
VEA
2025-04-24
Value Change
arrow_upward 590.85K
Shares
arrow_upward 4.53K
Portfolio % Change
arrow_upward 0.52%
Portfolio %
5.91%
Berkshire Hathaway Inc Del
BRK-B
2025-04-24
Value Change
arrow_upward 444.08K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.40%
Portfolio %
2.79%
Dimensional Etf Trust
DFIV
2025-04-24
Value Change
arrow_upward 435.02K
Shares
arrow_upward 4.38K
Portfolio % Change
arrow_upward 0.39%
Portfolio %
2.65%
Schwab Strategic Tr
SCHD
2025-04-24
Value Change
arrow_upward 395.31K
Shares
arrow_upward 9.94K
Portfolio % Change
arrow_upward 0.34%
Portfolio %
5.05%
Schwab Strategic Tr
SCHO
2025-04-24
Value Change
arrow_upward 344.49K
Shares
arrow_upward 12.60K
Portfolio % Change
arrow_upward 0.31%
Portfolio %
3.37%
Vanguard Intl Equity Index F
VWO
2025-04-24
Value Change
arrow_upward 339.51K
Shares
arrow_upward 5.76K
Portfolio % Change
arrow_upward 0.30%
Portfolio %
2.98%
Dimensional Etf Trust
DISV
2025-04-24
Value Change
arrow_upward 260.52K
Shares
arrow_upward 7.37K
Portfolio % Change
arrow_upward 0.24%
Portfolio %
0.69%
Vanguard Index Fds
VTV
2025-04-24
Value Change
arrow_upward 167.97K
Shares
arrow_upward 305.00
Portfolio % Change
arrow_upward 0.13%
Portfolio %
5.46%
Ishares Tr
IGM
2025-04-24
Value Change
arrow_upward 86.66K
Shares
arrow_upward 3.90K
Portfolio % Change
arrow_upward 0.07%
Portfolio %
2.31%
Vanguard Intl Equity Index F
VSS
2025-04-24
Value Change
arrow_upward 35.49K
Shares
arrow_upward 284.00
Portfolio % Change
arrow_upward 0.03%
Portfolio %
0.29%
Top Decreases | Journey Beyond Wealth, Llc
(2024-12-31 → 2025-03-31)
Unitedhealth Group Inc
UNH
2025-04-24
Value Change
arrow_downward -5927.00
Shares
arrow_downward -30.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.25%
Ishares Tr
IWR
2025-04-24
Value Change
arrow_downward -11482.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.27%
Ishares Tr
MUB
2025-04-24
Value Change
arrow_downward -14074.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
1.25%
Global X Fds
CATH
2025-04-24
Value Change
arrow_downward -24057.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
0.46%
Apple Inc
AAPL
2025-04-24
Value Change
arrow_downward -29138.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
0.21%
Vanguard Intl Equity Index F
VEU
2025-04-24
Value Change
arrow_downward 21.00K
Shares
arrow_downward -11585.00
Portfolio % Change
arrow_downward 0.05%
Portfolio %
11.97%
Vanguard Index Fds
VV
2025-04-24
Value Change
arrow_downward -43637.00
Shares
arrow_downward 2.00
Portfolio % Change
arrow_downward 0.05%
Portfolio %
0.84%
Ishares Tr
IWM
2025-04-24
Value Change
arrow_downward -68863.00
Shares
arrow_downward -66.00
Portfolio % Change
arrow_downward 0.07%
Portfolio %
0.47%
Walmart Inc
WMT
2025-04-24
Value Change
arrow_downward -77536.00
Shares
arrow_downward -773.00
Portfolio % Change
arrow_downward 0.07%
Portfolio %
0.25%
First Tr Nasdaq 100 Tech Ind
QTEC
2025-04-24
Value Change
arrow_downward -100252.00
Shares
arrow_downward 1.02K
Portfolio % Change
arrow_downward 0.11%
Portfolio %
3.22%
Journey Beyond Wealth, Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Journey Beyond Wealth, Llc
(2024-12-31 → 2025-03-31)
Snowflake Inc
SNOW
2025-04-24
Value
add_circle 421.38K
Shares
2.88K
Portfolio %
0.39%
% Change
0.39%
Closed Positions | Journey Beyond Wealth, Llc
(2024-12-31 → 2025-03-31)
Ishares Gold Tr
-
2025-02-12
Value
remove_circle 235.62K
Shares
4.76K
Previous %
0.32%
% Change
-0.32%
Schwab Strategic Tr
-
2025-02-12
Value
remove_circle 203.80K
Shares
7.88K
Previous %
0.32%
% Change
-0.32%