Journey-Beyond-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SNOW",
  null,
  null,
  "MUB",
  null,
  "IJR",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "LMT",
  "VXF",
  "VV",
  null,
  "VWO",
  "VSS",
  "IWR",
  null,
  "VEU",
  "VUG",
  "VEA",
  "VTEB",
  "VOO",
  "VTV",
  "WMT",
  "SCHD",
  "BRK-B",
  "IWM",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 29
Total Value: 106983417
Accession Number: 0001085146-25-002340
Form Type: 13F-HR
CIK: journey-beyond-wealth
Manager Name: Journey-Beyond-Wealth

Data Enrichment

79% identified

23 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

29 positions • $107.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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37954Y889

Shares:7.3K

Value:$492.4K

% of Portfolio:0.5% ($492.4K/$107.0M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:955

Value:$426.6K

% of Portfolio:0.4% ($426.6K/$107.0M)

Snowflake Inc.

SNOW|833445109

Shares:2.9K

Value:$421.4K

% of Portfolio:0.4% ($421.4K/$107.0M)

922908769

VTI|922908769

Shares:1.3K

Value:$347.6K

% of Portfolio:0.3% ($347.6K/$107.0M)

922042718

VSS|922042718

Shares:2.7K

Value:$307.1K

% of Portfolio:0.3% ($307.1K/$107.0M)

464287499

IWR|464287499

Shares:3.4K

Value:$293.3K

% of Portfolio:0.3% ($293.3K/$107.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:517

Value:$270.8K

% of Portfolio:0.3% ($270.8K/$107.0M)

Walmart Inc.

WMT|931142103

Shares:3.0K

Value:$263.9K

% of Portfolio:0.2% ($263.9K/$107.0M)

Apple Inc.

AAPL|037833100

Shares:1.0K

Value:$228.8K

% of Portfolio:0.2% ($228.8K/$107.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip37954Y889)✕	7.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$492.4K	0.5% ($492.4K/$107.0M)	QoQ -4.65% (-$24.1K) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	955	QoQ -23.29% (-290) YoY-	All Managers (Combined)	$426.6K	0.4% ($426.6K/$107.0M)	QoQ -29.48% (-$178.3K) YoY-
Snowflake Inc.(SNOWcusip833445109)	2.9K	QoQ NEW(+2.9K) YoY-	All Managers (Combined)	$421.4K	0.4% ($421.4K/$107.0M)	QoQ NEW(+$421.4K) YoY-
(VTIcusip922908769)	1.3K	QoQ +13.45% (+150) YoY-	All Managers (Combined)	$347.6K	0.3% ($347.6K/$107.0M)	QoQ +7.56% (+$24.4K) YoY-
(VSScusip922042718)	2.7K	QoQ +11.97% (+284) YoY-	All Managers (Combined)	$307.1K	0.3% ($307.1K/$107.0M)	QoQ +13.06% (+$35.5K) YoY-
(IWRcusip464287499)	3.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$293.3K	0.3% ($293.3K/$107.0M)	QoQ -3.76% (-$11.5K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	517	QoQ -5.48% (-30) YoY-	All Managers (Combined)	$270.8K	0.3% ($270.8K/$107.0M)	QoQ -2.14% (-$5.9K) YoY-
Walmart Inc.(WMTcusip931142103)	3.0K	QoQ -20.45% (-773) YoY-	All Managers (Combined)	$263.9K	0.2% ($263.9K/$107.0M)	QoQ -22.70% (-$77.5K) YoY-
Apple Inc.(AAPLcusip037833100)	1.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$228.8K	0.2% ($228.8K/$107.0M)	QoQ -11.29% (-$29.1K) YoY-