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 VUG VEA VTV SCHD SPY 24 stocks	$102 Million 95.92% of portfolio	24	-	24	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.54 Million 2.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$604,949 0.57% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$341,433 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$323,196 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$276,706 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$257,922 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts

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