Future You Wealth LLC
- SEC CIK
- 0002055142
- 最新申報
- 2025/7/31
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/5/1 申報。只含多頭部位。
- 持股檔數
- 47
- 2024 年第 3 季沒有申報
- 總值
- $1.41 億
- 2024 年第 3 季沒有申報
Future You Wealth LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 83,055 | $4,889 萬 | 34.6% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 120,837 | $1,331 萬 | 9.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 44,729 | $1,296 萬 | 9.2% | – | – | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 144,200 | $1,122 萬 | 7.9% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 227,132 | $1,086 萬 | 7.7% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 86,653 | $710.4 萬 | 5.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 19,030 | $377.1 萬 | 2.7% | – | – | – |
| AAPLApple Inc. | Stock | 10,374 | $259.8 萬 | 1.8% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,327 | $253.6 萬 | 1.8% | – | – | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 62,617 | $216.6 萬 | 1.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,779 | $201.4 萬 | 1.4% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 23,745 | $186.8 萬 | 1.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 37,807 | $166.5 萬 | 1.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 16,241 | $144.7 萬 | 1.0% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 54,484 | $140.5 萬 | 1.0% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 23,466 | $130.6 萬 | 0.9% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 29,083 | $121.6 萬 | 0.9% | – | – | – |
| GLDSPDR Gold Trust | ETF | 4,125 | $99.9 萬 | 0.7% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,654 | $96.8 萬 | 0.7% | – | – | 歷史 |
| iShares Tr46436E569 | ESG SELECT SCRE | 20,320 | $92.0 萬 | 0.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 6,615 | $88.8 萬 | 0.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,861 | $84.7 萬 | 0.6% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 10,548 | $79.8 萬 | 0.6% | – | – | – |
| iShares Tr46436E411 | PARIS ALGND CLIM | 11,520 | $74.9 萬 | 0.5% | – | – | – |
| GOOGAlphabet Inc. | Stock | 3,630 | $69.1 萬 | 0.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 18,775 | $66.6 萬 | 0.5% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,265 | $63.4 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 15,216 | $62.3 萬 | 0.4% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,431 | $57.9 萬 | 0.4% | – | – | – |
| PKGPackaging Corp of America | Stock | 2,380 | $53.6 萬 | 0.4% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 982 | $52.9 萬 | 0.4% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 7,371 | $39.1 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,615 | $38.7 萬 | 0.3% | – | – | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 12,683 | $31.5 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 774 | $31.1 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,608 | $30.4 萬 | 0.2% | – | – | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 6,656 | $30.2 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,472 | $28.5 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,596 | $26.8 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 647 | $26.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,462 | $24.5 萬 | 0.2% | – | – | – |
| SRESempra | Stock | 2,764 | $24.2 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,293 | $23.9 萬 | 0.2% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,789 | $23.0 萬 | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 666 | $22.3 萬 | 0.2% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 3,900 | $22.1 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,978 | $20.9 萬 | 0.1% | – | – | – |