Future You Wealth LLC
- SEC CIK
- 0002055142
- Latest filing
- Jul 31, 2025
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed May 1, 2025. Long positions only.
- Positions
- 47
- No filing for Q3 2024
- Portfolio value
- $141.2M
- No filing for Q3 2024
Future You Wealth LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 83,055 | $48.9M | 34.6% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 120,837 | $13.3M | 9.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 44,729 | $13.0M | 9.2% | – | – | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 144,200 | $11.2M | 7.9% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 227,132 | $10.9M | 7.7% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 86,653 | $7.10M | 5.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 19,030 | $3.77M | 2.7% | – | – | – |
| AAPLApple Inc. | Stock | 10,374 | $2.60M | 1.8% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,327 | $2.54M | 1.8% | – | – | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 62,617 | $2.17M | 1.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,779 | $2.01M | 1.4% | – | – | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 23,745 | $1.87M | 1.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 37,807 | $1.67M | 1.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 16,241 | $1.45M | 1.0% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 54,484 | $1.41M | 1.0% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 23,466 | $1.31M | 0.9% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 29,083 | $1.22M | 0.9% | – | – | – |
| GLDSPDR Gold Trust | ETF | 4,125 | $998.8K | 0.7% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,654 | $968.4K | 0.7% | – | – | History |
| iShares Tr46436E569 | ESG SELECT SCRE | 20,320 | $920.5K | 0.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 6,615 | $888.3K | 0.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 3,861 | $847.1K | 0.6% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 10,548 | $797.5K | 0.6% | – | – | – |
| iShares Tr46436E411 | PARIS ALGND CLIM | 11,520 | $749.3K | 0.5% | – | – | – |
| GOOGAlphabet Inc. | Stock | 3,630 | $691.3K | 0.5% | – | – | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 18,775 | $666.1K | 0.5% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,265 | $634.4K | 0.4% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 15,216 | $622.6K | 0.4% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,431 | $578.6K | 0.4% | – | – | – |
| PKGPackaging Corp of America | Stock | 2,380 | $535.8K | 0.4% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 982 | $529.4K | 0.4% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 7,371 | $391.0K | 0.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 1,615 | $387.0K | 0.3% | – | – | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 12,683 | $315.3K | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 774 | $310.8K | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,608 | $304.4K | 0.2% | – | – | History |
| RELXRELX PLC | SPONSORED ADR | 6,656 | $302.3K | 0.2% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,472 | $284.8K | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,596 | $267.6K | 0.2% | – | – | History |
| TSLATesla, Inc. | Stock | 647 | $261.3K | 0.2% | – | – | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,462 | $245.1K | 0.2% | – | – | – |
| SRESempra | Stock | 2,764 | $242.5K | 0.2% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,293 | $239.4K | 0.2% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,789 | $230.4K | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 666 | $222.7K | 0.2% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 3,900 | $221.1K | 0.2% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,978 | $209.3K | 0.1% | – | – | – |