Loading…
CIK 0002052989 • 6 13F filings • Apr 25, 2025 – Aug 5, 2026
Import this data to Google Sheets with:
=jivedata("journey-beyond-wealth-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $281K | 0.2%Prev: 0.2% | 1,034 SH | Decreased-98 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.8M | 2.2%Prev: 2.3% | 5,600 SH | Decreased |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $4.5M | 3.6%Prev: 3.3% | 89,570 SH | Increased+2,721 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $1.1M | 0.8%Prev: 0.8% | 27,884 SH | Increased+301 SH |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | $1.5M | 1.2% | 10,007 SH | New |
| FIRST TR EXCHANGE-TRADED FD | SHS | $3.4M | 2.7%Prev: 3.4% | 14,767 SH | Decreased-3,384 SH |
| GLOBAL X FDS | S&P 500 CATHOLIC | $670K | 0.5%Prev: 0.5% | 8,143 SH | Increased+1,166 SH |
| ISHARES GOLD TR | ISHARES NEW | $205K | 0.2% | 2,525 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $3.6M | 2.9%Prev: 3.4% | 29,859 SH | Decreased-4,581 SH |
| ISHARES TR | EAFE GRWTH ETF | $216K | 0.2%Prev: 0.2% | 1,899 SH | Decreased-24 SH |
| ISHARES TR | EXPND TEC SC ETF | $3.5M | 2.8%Prev: 3.2% | 27,259 SH | Decreased-3,487 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.1M | 0.9%Prev: 0.9% | 10,000 SH | Increased |
| ISHARES TR | RUS MID CAP ETF | $332K | 0.3%Prev: 0.3% | 3,448 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $635K | 0.5%Prev: 0.5% | 2,580 SH | Increased+52 SH |
| LOCKHEED MARTIN CORP | COM | $437K | 0.3%Prev: 0.4% | 904 SH | Decreased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $271K | 0.2%Prev: 0.2% | 11,259 SH | Increased+100 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.3M | 2.7%Prev: 2.5% | 136,790 SH | Increased+10,022 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.5M | 2.0% | 91,979 SH | New |
| SPDR GOLD TR | GOLD SHS | $219K | 0.2% | 552 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $5.0M | 4.0%Prev: 4.0% | 7,305 SH | Increased-15 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $10.3M | 8.2%Prev: 9.5% | 49,272 SH | Decreased-5,782 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $6.7M | 5.3%Prev: 5.8% | 13,651 SH | Decreased-1,167 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.0M | 0.8%Prev: 0.8% | 3,259 SH | Increased+1 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $32.9M | 26.2%Prev: 25.0% | 52,441 SH | Increased+2,899 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $349K | 0.3%Prev: 0.3% | 1,040 SH | Increased+23 SH |
| VANGUARD INDEX FDS | VALUE ETF | $6.3M | 5.0%Prev: 5.1% | 33,055 SH | Increased+63 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $17.9M | 14.2%Prev: 15.4% | 243,036 SH | Decreased-18,446 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.2M | 4.1%Prev: 4.0% | 95,878 SH | Increased+5,184 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $992K | 0.8%Prev: 0.8% | 19,724 SH | Decreased-495 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $8.3M | 6.6%Prev: 6.1% | 132,520 SH | Increased+9,143 SH |
| WALMART INC | COM | $323K | 0.3%Prev: 0.3% | 2,901 SH | Increased-105 SH |
| 13F-HR |
| 0002052989-26-000003 |
| $128.1M |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004015 | $118.6M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0002052989-26-000002 | $116.4M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002340 | $107.0M | View |