StockDriftsStockDriftsTop 29 Journey Beyond Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 26.91% | 52.4K | $31.3M | -0.03%(-14) | $538.10(+26.82%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 13.56% | 210.2K | $15.8M | -13.49%(-32.79K) | $61.04(+35.91%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 7.36% | 41.7K | $8.6M | -15.45%(-7.61K) | $185.79(+22.51%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.7% | 121.8K | $7.8M | -8.07%(-10.70K) | $51.12(+38.15%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.6% | 33.3K | $6.5M | +0.62%(+206) | $172.21(+20.99%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.27% | 14.0K | $6.1M | +2.82%(+385) | $66.54(+31.51%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.32% | 93.0K | $5.0M | -3.04%(-2.91K) | $46.62(+28.58%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.04% | 7.2K | $4.7M | -1.10%(-80) | $579.92(+28.00%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.74% | 82.5K | $4.4M | -7.94%(-7.11K) | $38.00(+46.44%) | 2026-03-31 | |
| IGM | ISHARES TR | 3.04% | 29.8K | $3.5M | +9.42%(+2.57K) | $101.28(+52.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.21% | +41.30% |
| Top 20 Holdings Unweighted | +11.69% | +39.34% |
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