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Portfolio (Quarterly) Guide ↗

Joseph Group Capital Management

· CIK 0001910383
13F Portfolio $381M AUM 275 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 183 New 45 Added 34 Reduced 5 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFIS DIMENSIONAL ETF TRUST 21,773.0 $717K 0.19% -943.0 -4.2% $32.94 +10.0%
22 USMV ISHARES TR 4,515.0 $425K 0.11% -235.0 -5.0% $94.16 +2.0%
23 HYG ISHARES TR 5,252.0 $423K 0.11% -347.0 -6.2% $80.63 -0.9%
24 IWB ISHARES TR 967.0 $361K 0.10% -232.0 -19.4% $373.44 +8.4%
25 DGRS WISDOMTREE TR 6,620.0 $328K 0.09% -1K -14.0% $49.62 +11.8%
26 MDYV SPDR SERIES TRUST 3,380.0 $286K 0.07% -2K -31.2% $84.65 +6.3%
27 JNK SPDR SERIES TRUST 2,492.0 $242K 0.06% -237.0 -8.7% $97.21 -1.0%
28 IGF ISHARES TR 3,879.0 $238K 0.06% -337.0 -8.0% $61.36 +10.0%
29 EFA ISHARES TR 1,844.0 $177K 0.05% -432.0 -19.0% $96.03 +8.5%
30 AGG ISHARES TR 1,103.0 $110K 0.03% -416.0 -27.4% $99.88 -1.5%
31 PSEP INNOVATOR ETFS TRUST 2,468.0 $108K 0.03% -319.0 -11.4% $43.72 +4.3%
32 SPGM SPDR INDEX SHS FDS 339.0 $26K 0.01% -605.0 -64.1% $76.71 +10.8%
33 CWI SPDR INDEX SHS FDS 435.0 $16K 0.00% -202.0 -31.7% $35.92 +11.8%
34 DGRW WISDOMTREE TR 107.0 $10K 0.00% -9.0 -7.8% $89.43 +7.3%
Page 2 of 2  ·  34 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.7%
Technology 18.4%
Healthcare 12.8%
Communication Services 10.4%
Industrials 10.0%
Consumer Cyclical 8.0%
Consumer Defensive 7.6%
Energy 5.9%
Utilities 3.3%
Basic Materials 2.7%