Portfolio (Quarterly)
Guide ↗
Journey Beyond Wealth, LLC
· CIK 0002052989| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SUB | ISHARES TR | — | 2,367.0 | $252K | 0.20% | NEW | — | $106.46 | -0.1% |
| 2 | VSGX | VANGUARD WORLD FD | — | 3,028.0 | $249K | 0.20% | NEW | — | $82.34 | +1.8% |
① 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
84.5%
Industrials
6.0%
Consumer Defensive
5.1%
Technology
4.4%