Journey Advisory Group, LLC Q2 2024 Filing

Filed August 2, 2024

Portfolio Value

$836.7B

Holdings

223

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (223 positions)

#StockSharesValue% PortfolioType
1
IJHISHARES TR
747,069$43K0.00%
2
MSFTMICROSOFT CORP
82,983$37K0.00%
3
AAPLAPPLE INC
164,252$34K0.00%
4
PGPROCTER AND GAMBLE CO
185,330$30K0.00%
5
BNDVANGUARD BD INDEX FDS
379,016$27K0.00%
6
IJRISHARES TR
252,110$26K0.00%
7
QUALISHARES TR
139,392$23K0.00%
8
LLYELI LILLY & CO
24,817$22K0.00%
9
VEAVANGUARD TAX-MANAGED FDS
464,263$22K0.00%
10
USMVISHARES TR
238,304$20K0.00%
11
MTUMISHARES TR
85,431$16K0.00%
12
JPMJPMORGAN CHASE & CO.
71,429$14K0.00%
13
IBTHISHARES TR
671,357$14K0.00%
14
SCHOSCHWAB STRATEGIC TR
271,724$13K0.00%
15
IBDRISHARES TR
560,209$13K0.00%
16
VIGVANGUARD SPECIALIZED FUNDS
72,707$13K0.00%
17
IBTIISHARES TR
605,120$13K0.00%
18
VGKVANGUARD INTL EQUITY INDEX F
180,522$12K0.00%
19
IBDQISHARES TR
505,709$12K0.00%
20
DGROISHARES TR
214,729$12K0.00%
21
AVGOBROADCOM INC
7,572$12K0.00%
22
IBMSISHARES TR
515,204$11K0.00%
23
DGRWWISDOMTREE TR
134,740$10K0.00%
24
NVDANVIDIA CORPORATION
76,524$9K0.00%
25
COSTCOSTCO WHSL CORP NEW
11,614$9K0.00%
26
GOOGLALPHABET INC
48,966$8K0.00%
27
ABBVABBVIE INC
50,051$8K0.00%
28
AMGNAMGEN INC
26,163$8K0.00%
29
XMHQINVESCO EXCHANGE TRADED FD T
90,738$8K0.00%
30
IBDPISHARES TR
319,178$8K0.00%
31
BAHBOOZ ALLEN HAMILTON HLDG COR
52,838$8K0.00%
32
PRFINVESCO EXCHANGE TRADED FD T
194,122$7K0.00%
33
XLKSELECT SECTOR SPDR TR
35,066$7K0.00%
34
WMWASTE MGMT INC DEL
34,801$7K0.00%
35
ACNACCENTURE PLC IRELAND
22,638$6K0.00%
36
FNDXSCHWAB STRATEGIC TR
96,641$6K0.00%
37
XOMEXXON MOBIL CORP
54,420$6K0.00%
38
TXNTEXAS INSTRS INC
27,847$5K0.00%
39
VVISA INC
20,686$5K0.00%
40
CVXCHEVRON CORP NEW
35,988$5K0.00%
41
HDHOME DEPOT INC
15,814$5K0.00%
42
SMLFISHARES TR
89,351$5K0.00%
43
VFMOVANGUARD WELLINGTON FD
35,160$5K0.00%
44
NEENEXTERA ENERGY INC
77,218$5K0.00%
45
WMTWALMART INC
81,851$5K0.00%
46
PEPPEPSICO INC
28,461$4K0.00%
47
IVVISHARES TR
8,290$4K0.00%
48
IQLTISHARES TR
121,705$4K0.00%
49
MRKMERCK & CO INC
37,950$4K0.00%
50
ADPAUTOMATIC DATA PROCESSING IN
17,333$4K0.00%
51
GQ9SPDR GOLD TR
21,113$4K0.00%
52
VFQYVANGUARD WELLINGTON FD
30,691$4K0.00%
53
JNJJOHNSON & JOHNSON
30,250$4K0.00%
54
SPYSPDR S&P 500 ETF TR
8,841$4K0.00%
55
CSXCSX CORP
147,373$4K0.00%
56
SPTMSPDR SER TR
66,091$4K0.00%
57
CITCINTAS CORP
6,442$4K0.00%
58
A4SAMERIPRISE FINL INC
11,185$4K0.00%
59
AJGGALLAGHER ARTHUR J & CO
18,660$4K0.00%
60
LMTLOCKHEED MARTIN CORP
10,288$4K0.00%
61
UNHUNITEDHEALTH GROUP INC
9,134$4K0.00%
62
APDAIR PRODS & CHEMS INC
15,351$3K0.00%
63
NDQINVESCO QQQ TR
7,073$3K0.00%
64
CINFCINCINNATI FINL CORP
27,042$3K0.00%
65
AMZNAMAZON COM INC
17,172$3K0.00%
66
MCDMCDONALDS CORP
12,796$3K0.00%
67
AMATAPPLIED MATLS INC
13,271$3K0.00%
68
ORCLORACLE CORP
21,555$3K0.00%
69
BRK/BBERKSHIRE HATHAWAY INC DEL
8,118$3K0.00%
70
VEUVANGUARD INTL EQUITY INDEX F
39,961$2K0.00%
71
VUGVANGUARD INDEX FDS
5,771$2K0.00%
72
LGLVSPDR SER TR
19,279$2K0.00%
73
GOOGALPHABET INC
15,547$2K0.00%
74
CMECME GROUP INC
10,952$2K0.00%
75
MDLZMONDELEZ INTL INC
41,965$2K0.00%
76
VTVVANGUARD INDEX FDS
14,534$2K0.00%
77
WECWEC ENERGY GROUP INC
29,599$2K0.00%
78
MCHPMICROCHIP TECHNOLOGY INC.
22,148$2K0.00%
79
SNASNAP ON INC
9,159$2K0.00%
80
UNPUNION PAC CORP
11,189$2K0.00%
81
ABTABBOTT LABS
19,967$2K0.00%
82
GSGOLDMAN SACHS GROUP INC
5,591$2K0.00%
83
EMREMERSON ELEC CO
12,555$1K0.00%
84
VGTVANGUARD WORLD FD
2,103$1K0.00%
85
IBDUISHARES TR
48,918$1K0.00%
86
CBCHUBB LIMITED
5,884$1K0.00%
87
BACBANK AMERICA CORP
27,916$1K0.00%
88
XLESELECT SECTOR SPDR TR
12,760$1K0.00%
89
USBUS BANCORP DEL
33,419$1K0.00%
90
IBMINTERNATIONAL BUSINESS MACHS
9,879$1K0.00%
91
VBVANGUARD INDEX FDS
5,425$1K0.00%
92
HONHONEYWELL INTL INC
4,835$1K0.00%
93
ETNEATON CORP PLC
4,777$1K0.00%
94
MPCMARATHON PETE CORP
8,559$1K0.00%
95
AQLTISHARES TR
10,338$1K0.00%
96
COPCONOCOPHILLIPS
9,682$1K0.00%
97
PFEPFIZER INC
56,035$1K0.00%
98
ROKROCKWELL AUTOMATION INC
6,425$1K0.00%
99
TSMTAIWAN SEMICONDUCTOR MFG LTD
6,171$1K0.00%
100
IBTEISHARES TR
54,778$1K0.00%
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