Journey Beyond Wealth, LLC Portfolio Holdings by Sector

Journey Beyond Wealth, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VEU VXF VEA VTV VUG SCHD SPY 22 stocks	$102 Million 95.38% of portfolio	15	4	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.98 Million 2.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$426,601 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SNOW 1 stocks	$421,380 0.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$347,645 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$270,779 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$263,897 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$228,784 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts

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