13F Filings for FUTURE YOU WEALTH LLC (CIK: 2055142)
View the most recent portfolio holdings disclosed by FUTURE YOU WEALTH LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 92.85K | $57.62M | 31.30% | Decreased | 243 (0.0%, $5.31M) |
| VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 323.29K | $18.42M | 10.00% | Increased | 44.25K (15.0%, $4.23M) |
| DLN - WISDOMTREE TR(Class: US LARGECAP DIVD) | 190.80K | $15.66M | 8.51% | Increased | 9.28K (5.0%, $1.25M) |
| SHV - ISHARES TR(Class: SHORT TREAS BD) | 134.27K | $14.83M | 8.05% | Increased | 5.07K (3.0%, $553.99K) |
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 37.17K | $11.30M | 6.14% | Decreased | 3.15K (7.0%, $125.11K) |
| SHY - ISHARES TR(Class: 1 3 YR TREAS BD) | 106.86K | $8.85M | 4.81% | Increased | 9.22K (9.0%, $777.11K) |
| CGCB - CAPITAL GRP FIXED INCM ETF T(Class: CORE BOND ETF) | 255.29K | $6.71M | 3.65% | Increased | 31.28K (13.0%, $827.10K) |
| VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 8.64K | $4.91M | 2.66% | Increased | 7.54K (687.0%, $4.34M) |
| VBR - VANGUARD INDEX FDS(Class: SM CP VAL ETF) | 16.06K | $3.13M | 1.70% | Decreased | 1.01K (5.0%, $52.05K) |
| VWO - VANGUARD INTL EQUITY INDEX F(Class: FTSE EMR MKT ETF) | 62.62K | $3.10M | 1.68% | Increased | 11.54K (22.0%, $783.14K) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 4.13K | $2.55M | 1.38% | Decreased | 301 (6.0%, $73.02K) |
| HYG - ISHARES TR(Class: IBOXX HI YD ETF) | 30.89K | $2.49M | 1.35% | Increased | 2.18K (7.0%, $220.77K) |
| MSFT - MICROSOFT CORP(Class: COM) | 4.62K | $2.30M | 1.25% | Decreased | 94 (1.0%, $527.92K) |
| DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 62.62K | $2.24M | 1.22% | Unchanged | |
| AAPL - APPLE INC(Class: COM) | 9.92K | $2.03M | 1.11% | Decreased | 139 (1.0%, $199.02K) |
| EFA - ISHARES TR(Class: MSCI EAFE ETF) | 18.06K | $1.60M | 0.87% | Increased | 7.86K (77.0%, $762.95K) |
| EEM - ISHARES TR(Class: MSCI EMG MKT ETF) | 32.66K | $1.58M | 0.86% | Increased | 3.83K (13.0%, $315.76K) |
| VNQ - VANGUARD INDEX FDS(Class: REAL ESTATE ETF) | 15.94K | $1.42M | 0.77% | Decreased | 1.93K (10.0%, $199.44K) |
| TLT - ISHARES TR(Class: 20 YR TR BD ETF) | 15.40K | $1.36M | 0.74% | Increased | 2.45K (18.0%, $180.52K) |
| META - META PLATFORMS INC(Class: CL A) | 1.78K | $1.32M | 0.72% | Increased | 5 (0.0%, $291.41K) |
| DFAT - DIMENSIONAL ETF TRUST(Class: US TARGETED VLU) | 23.47K | $1.27M | 0.69% | Unchanged | |
| CGIC - CAPITAL GROUP INTERNATIONAL(Class: SHS) | 42.56K | $1.24M | 0.67% | New | 42.56K ($1.24M) |
| AMZN - AMAZON COM INC(Class: COM) | 5.07K | $1.11M | 0.60% | Increased | 284 (5.0%, $201.81K) |
| GCC - WISDOMTREE TR(Class: ENHNCD CMMDTY ST) | 49.47K | $983.29K | 0.53% | New | 49.47K ($983.29K) |
| N/A - ISHARES TR(Class: ESG SELECT SCRE) | 19.32K | $921.17K | 0.50% | Decreased | 3.06K (13.0%, $36.35K) |