13F-HR filed by Journey Beyond Wealth, LLC
Journey Beyond Wealth, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-12, with 30 holding rows worth $106,405,248.
- Accession
- 0001085146-25-001019
- Filer
- CIK 2052989
- Filed
- 2025-02-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 30 entries on the cover page, a total value of $106,405,248 stated on the cover page (in dollars after the unit check, H1), rows summing to $106,405,248 with VALUE read as dollars as filed, 13F file number 028-24921. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 48,062 | $25,896,084 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 222,698 | $12,785,116 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 61,699 | $11,721,600 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 14,270 | $5,856,979 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 119,879 | $5,732,635 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 33,513 | $5,673,751 | dollars as filed | |
| SCHD | 808524797 | COM | 183,299 | $5,007,735 | dollars as filed | |
| SPY | 78462F103 | SHS | 7,420 | $4,348,714 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 34,626 | $3,989,606 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 337345102 | SHS | 18,814 | $3,542,292 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 135,361 | $3,256,796 | dollars as filed | |
| VWO | 922042858 | SHS | 64,561 | $2,843,265 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 5,600 | $2,538,368 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 67,718 | $2,402,630 | dollars as filed | |
| iShares Expanded Tech Sector ETF | 464287549 | SHS | 23,337 | $2,382,425 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 34,881 | $1,748,585 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 12,680 | $1,351,054 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 3,479 | $938,417 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 1,245 | $604,949 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 2,594 | $573,201 | dollars as filed | |
| GLOBAL X FDS | 37954Y889 | S&P 500 CATHOLIC | 7,290 | $516,424 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 18,050 | $479,576 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,779 | $341,433 | dollars as filed | |
| VTI | 922908769 | COM | 1,115 | $323,196 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 3,448 | $304,804 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 547 | $276,706 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 2,372 | $271,563 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,030 | $257,922 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 4,759 | $235,619 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 7,881 | $203,803 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-001019 | this filing | 2025-02-12 | acceptance time not in the bulk data set |