Journey Beyond Wealth, LLC 13F 持仓 · 2026年Q2
Journey Beyond Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 1.28 亿美元。前几大持仓：VOO（26.89%）、VEU（12.46%）、VXF（7.46%）。本季前 25 大持仓中：增持 4 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $34.4M | 26.89% | 50,130 | 减持 |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $16.0M | 12.46% | 190,483 | 减持 |
| 3 | VXF | VANGUARD INDEX FDS | $9.6M | 7.46% | 38,795 | 减持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $8.5M | 6.65% | 119,521 | 减持 |
| 5 | VTV | VANGUARD INDEX FDS | $7.2M | 5.65% | 33,206 | 减持 |
| 6 | VUG | VANGUARD INDEX FDS | $7.2M | 5.62% | 83,500 | 增持 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $5.4M | 4.23% | 90,658 | 减持 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $5.2M | 4.09% | 7,013 | 减持 |
| 9 | QTEC | FIRST TR EXCHANGE-TRADED FD | $5.2M | 4.06% | 15,551 | 减持 |
| 10 | IGM | ISHARES TR | $4.5M | 3.48% | 27,273 | 减持 |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $4.3M | 3.34% | 79,199 | 减持 |
| 12 | IJR | ISHARES TR | $3.4M | 2.66% | 22,948 | 减持 |
| 13 | GRID | FIRST TR EXCHANGE-TRADED FD | $3.2M | 2.49% | 16,651 | 减持 |
| 14 | SCHO | SCHWAB STRATEGIC TR | $3.1M | 2.43% | 128,986 | 减持 |
| 15 | SCHD | SCHWAB STRATEGIC TR | $2.8M | 2.23% | 89,866 | 减持 |
| 16 | VV | VANGUARD INDEX FDS | $1.1M | 0.88% | 3,291 | 增持 |
| 17 | MUB | ISHARES TR | $1.1M | 0.84% | 10,000 | 持平 |
| 18 | DISV | DIMENSIONAL ETF TRUST | $1.0M | 0.80% | 25,473 | 增持 |
| 19 | VTEB | VANGUARD MUN BD FDS | $983,276 | 0.77% | 19,440 | 减持 |
| 20 | IWM | ISHARES TR | $738,547 | 0.58% | 2,458 | 持平 |
| 21 | CATH | GLOBAL X FDS | $445,060 | 0.35% | 5,029 | 增持 |
| 22 | LMT | LOCKHEED MARTIN CORP | $384,133 | 0.30% | 754 | 持平 |
| 23 | IWR | ISHARES TR | $350,597 | 0.27% | 3,178 | 减持 |
| 24 | VTI | VANGUARD INDEX FDS | $337,140 | 0.26% | 911 | 减持 |
| 25 | WMT | WALMART INC | $327,435 | 0.26% | 2,891 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR