Journey Beyond Wealth, LLC
- SEC CIK
- 0002052989
- 最新申報
- 2026/8/5
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/12 申報。只含多頭部位。
- 持股檔數
- 30
- 2024 年第 3 季沒有申報
- 總值
- $1.06 億
- 2024 年第 3 季沒有申報
Journey Beyond Wealth, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 48,062 | $2,590 萬 | 24.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 222,698 | $1,279 萬 | 12.0% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 61,699 | $1,172 萬 | 11.0% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 14,270 | $585.7 萬 | 5.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 119,879 | $573.3 萬 | 5.4% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 33,513 | $567.4 萬 | 5.3% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 183,299 | $500.8 萬 | 4.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,420 | $434.9 萬 | 4.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 34,626 | $399.0 萬 | 3.7% | – | – | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 18,814 | $354.2 萬 | 3.3% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 135,361 | $325.7 萬 | 3.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 64,561 | $284.3 萬 | 2.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,600 | $253.8 萬 | 2.4% | – | – | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 67,718 | $240.3 萬 | 2.3% | – | – | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 23,337 | $238.2 萬 | 2.2% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 34,881 | $174.9 萬 | 1.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 12,680 | $135.1 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,479 | $93.8 萬 | 0.9% | – | – | – |
| LMTLockheed Martin Corp | Stock | 1,245 | $60.5 萬 | 0.6% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,594 | $57.3 萬 | 0.5% | – | – | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 7,290 | $51.6 萬 | 0.5% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 18,050 | $48.0 萬 | 0.5% | – | – | – |
| WMTWalmart Inc. | Stock | 3,779 | $34.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,115 | $32.3 萬 | 0.3% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,448 | $30.5 萬 | 0.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 547 | $27.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 2,372 | $27.2 萬 | 0.3% | – | – | – |
| AAPLApple Inc. | Stock | 1,030 | $25.8 萬 | 0.2% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 4,759 | $23.6 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 7,881 | $20.4 萬 | 0.2% | – | – | – |