Journey Beyond Wealth, LLC
ROSWELL GA · SEC CIK 0002052989
$1.16亿2026Q1 申报市值
29持仓数
80.5%前十大占比 · 第一大 26.9%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GRID 加仓+$116.01万
QTEC 加仓+$33.56万
IGM 加仓+$30.42万
VUG 加仓+$16.82万
VTV 加仓+$4.04万
2026Q1 卖出最多 按季末市值估算
BRK/B 清仓-$281.48万
VEU 减仓-$246.25万
VXF 减仓-$156.63万
VEA 减仓-$68.54万
IJR 减仓-$63.88万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3,132.79万 | 26.91% | 52,427 | -14 | -0.0% | -$8,366 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,578.95万 | 13.56% | 210,246 | -32,790 | -13.5% | -$246.25万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $857.38万 | 7.36% | 41,661 | -7,611 | -15.4% | -$156.63万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $780.65万 | 6.70% | 121,824 | -10,696 | -8.1% | -$68.54万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $652.58万 | 5.60% | 33,261 | 206 | 0.6% | $4.04万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $613.08万 | 5.27% | 14,036 | 385 | 2.8% | $16.82万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $502.47万 | 4.32% | 92,964 | -2,914 | -3.0% | -$15.75万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $469.87万 | 4.04% | 7,225 | -80 | -1.1% | -$5.20万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $435.22万 | 3.74% | 82,459 | -7,111 | -7.9% | -$37.53万 | 减仓 |
| IGM | ISHARES TR | $353.47万 | 3.04% | 29,826 | 2,567 | 9.4% | $30.42万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $352.49万 | 3.03% | 16,321 | 1,554 | 10.5% | $33.56万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $322.62万 | 2.77% | 132,930 | -3,860 | -2.8% | -$9.37万 | 减仓 |
| IJR | ISHARES TR | $307.30万 | 2.64% | 24,720 | -5,139 | -17.2% | -$63.88万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $281.36万 | 2.42% | 91,709 | -270 | -0.3% | -$8,284 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $279.71万 | 2.40% | 17,099 | 7,092 | 70.9% | $116.01万 | 加仓 |
| MUB | ISHARES TR | $106.15万 | 0.91% | 10,000 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $98.60万 | 0.85% | 24,999 | -2,885 | -10.3% | -$11.38万 | 减仓 |
| VV | VANGUARD INDEX FDS | $98.32万 | 0.84% | 3,290 | 31 | 1.0% | $9,265 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $97.63万 | 0.84% | 19,569 | -155 | -0.8% | -$7,733 | 减仓 |
| IWM | ISHARES TR | $60.96万 | 0.52% | 2,458 | -122 | -4.7% | -$3.03万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $45.57万 | 0.39% | 754 | -150 | -16.6% | -$9.07万 | 减仓 |
| WMT | WALMART INC | $35.93万 | 0.31% | 2,891 | -10 | -0.3% | -$1,243 | 减仓 |
| IWR | ISHARES TR | $31.87万 | 0.27% | 3,278 | -170 | -4.9% | -$1.65万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $29.32万 | 0.25% | 914 | -126 | -12.1% | -$4.04万 | 减仓 |
| CATH | GLOBAL X FDS | $26.84万 | 0.23% | 3,434 | -4,709 | -57.8% | -$36.80万 | 减仓 |
| AAPL | APPLE INC | $25.58万 | 0.22% | 1,008 | -26 | -2.5% | -$6,598 | 减仓 |
| GLD | SPDR GOLD TR | $23.67万 | 0.20% | 550 | -2 | -0.4% | -$861 | 减仓 |
| IAU | ISHARES GOLD TR | $22.26万 | 0.19% | 2,525 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $20.58万 | 0.18% | 1,848 | -51 | -2.7% | -$5,680 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -5,600 | -100.0% | -$281.48万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,259 | -100.0% | -$27.07万 | 清仓 |