Journey Beyond Wealth, LLC
CIK 2052989 · Holdings on Dec 31, 2024 · First reported Feb 12, 2025
Top ten holdings
Q4 2024- VOO24.34%
- VEU12.02%
- VXF11.02%
- VUG5.50%
- VEA5.39%
- VTV5.33%
- SCHD4.71%
- SPY4.09%
- IJR3.75%
- QTEC3.33%
Share classes counted separately79.48%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $25.90M | 24.34% | 48.06K shares | Prior unavailable — | — | ↗▾ |
| 02 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $12.79M | 12.02% | 222.70K shares | Prior unavailable — | — | ↗▾ |
| 03 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $11.72M | 11.02% | 61.70K shares | Prior unavailable — | — | ↗▾ |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $5.86M | 5.50% | 14.27K shares | Prior unavailable — | — | ↗▾ |
| 05 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $5.73M | 5.39% | 119.88K shares | Prior unavailable — | — | ↗▾ |
| 06 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $5.67M | 5.33% | 33.51K shares | Prior unavailable — | — | ↗▾ |
| 07 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $5.01M | 4.71% | 183.30K shares | Prior unavailable — | — | ↗▾ |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $4.35M | 4.09% | 7.42K shares | Prior unavailable — | — | ↗▾ |
| 09 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $3.99M | 3.75% | 34.63K shares | Prior unavailable — | — | ↗▾ |
| 10 | QTECFIRST TRUST NASDQ 100 TECH ISHS View history and evidence | $3.54M | 3.33% | 18.81K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2052989 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 12, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 106405248
}Take these holdings further.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.