Journey Beyond Wealth, LLC: 13F holdings
CIK 20529892026Q2
| Positions | 30 |
|---|---|
| Reported value | $128.1m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 50,130 | $34.4m | 26.9% |
| VEU VANGUARD INTL EQUITY INDEX F | 190,483 | $16.0m | 12.5% |
| VXF VANGUARD INDEX FDS | 38,795 | $9.6m | 7.5% |
| VEA VANGUARD TAX-MANAGED FDS | 119,521 | $8.5m | 6.7% |
| VTV VANGUARD INDEX FDS | 33,206 | $7.2m | 5.7% |
| VUG VANGUARD INDEX FDS | 83,500 | $7.2m | 5.6% |
| VWO VANGUARD INTL EQUITY INDEX F | 90,658 | $5.4m | 4.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 7,013 | $5.2m | 4.1% |
| QTEC FIRST TR EXCHANGE-TRADED FD | 15,551 | $5.2m | 4.1% |
| IGM ISHARES TR | 27,273 | $4.5m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2052989")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.