# Beyond Investing

Beyond Investing is an Asset Manager based in Spring Hill.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Spring Hill
- **Assets under management:** Undisclosed
- **Website:** beyondinvesting.com

## Regulatory record

- **CRD number:** 304093
- **SEC file number:** 801-116758
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304093

## About

BEYOND INVESTING LLC is an SEC-registered investment adviser in SPRING HILL, FL, registered since 2019. The firm manages approximately $137 million in regulatory assets. It has 3 employees and 2 investment advisers.

## Questions

### What does the VEGN ETF actually own?

The US Vegan Climate ETF tracks a proprietary index that screens US large-cap companies for compliance with vegan principles. The fund holds roughly 300 to 400 stocks, predominantly in technology and financial services. Confirmed top holdings over time have included Apple, Microsoft, and Visa. The screening process removes any firm linked to animal agriculture, animal testing, fossil fuels, military weaponry, or significant human-rights concerns.

### How does Beyond Investing's screening process differ from generic ESG funds?

The screen applies a single ethical framework — veganism — rather than the multi-factor ESG scoring used by most sustainable funds. This means the exclusion criteria are binary and absolute: any revenue exposure to animal-based products, animal testing, or fossil fuels disqualifies a company entirely. The result is a portfolio that omits entire sectors, including energy, defense, and most consumer staples, even if those companies score acceptably on broader ESG metrics.

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- [Taylor Securities Services](https://altss.com/profile/taylor-securities-services-inc)
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Last updated: 2026-07-08T23:55:51.108Z

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