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Portfolio (Quarterly) Guide ↗

Joseph Group Capital Management

· CIK 0001910383
13F Portfolio $355M AUM Filed Oct 23, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 97 New
Page 3 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MEDP MEDPACE HLDGS INC Healthcare 4,140.0 $2.1M 0.60% NEW $514.16 -16.3%
42 PJP INVESCO EXCHANGE TRADED FD T 22,131.0 $2.0M 0.58% NEW $92.49 +17.2%
43 VYM VANGUARD WHITEHALL FDS 14,251.0 $2.0M 0.57% NEW $140.95 +11.6%
44 VIG VANGUARD SPECIALIZED FUNDS 8,852.0 $1.9M 0.54% NEW $215.79 +7.1%
45 ISTB ISHARES TR 37,480.0 $1.8M 0.52% NEW $48.84 -1.4%
46 SHYM BLACKROCK ETF TRUST II 72,391.0 $1.6M 0.46% NEW $22.34 -1.1%
47 HYD VANECK ETF TRUST 28,392.0 $1.4M 0.41% NEW $50.90 -0.4%
48 VUSB VANGUARD BD INDEX FDS 25,807.0 $1.3M 0.36% NEW $50.00 -0.5%
49 SCHA SCHWAB STRATEGIC TR 45,340.0 $1.3M 0.36% NEW $27.90 +18.9%
50 DFIS DIMENSIONAL ETF TRUST 22,716.0 $719K 0.20% NEW $31.63 +14.6%
51 CATH GLOBAL X FDS 6,101.0 $495K 0.14% NEW $81.06 +9.6%
52 HYG ISHARES TR 5,599.0 $455K 0.13% NEW $81.19 -1.6%
53 USMV ISHARES TR 4,750.0 $452K 0.13% NEW $95.14 +0.9%
54 IWB ISHARES TR 1,199.0 $438K 0.12% NEW $365.48 +10.8%
55 MDYV SPDR SER TR 4,912.0 $410K 0.12% NEW $83.41 +7.8%
56 DGRS WISDOMTREE TR 7,701.0 $385K 0.11% NEW $49.98 +11.0%
57 JNK SPDR SER TR 2,729.0 $267K 0.07% NEW $97.99 -1.8%
58 IGF ISHARES TR 4,216.0 $258K 0.07% NEW $61.12 +10.4%
59 EFA ISHARES TR 2,276.0 $213K 0.06% NEW $93.37 +11.6%
60 ABBV ABBVIE INC Healthcare 870.0 $201K 0.06% NEW $231.54 -7.3%
Page 3 of 5  ·  97 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 19.9%
Technology 18.0%
Healthcare 11.9%
Communication Services 10.3%
Industrials 10.1%
Consumer Defensive 8.4%
Consumer Cyclical 8.0%
Energy 6.7%
Utilities 3.5%
Basic Materials 3.1%