Future You Wealth LLC
- SEC CIK
- 0002055142
- 最新申報
- 2025/7/31
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/2 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 46
- 較 2024 年第 4 季 −1
- 總值
- $1.56 億
- 較 2024 年第 4 季 +$1,491 萬 (+10.6%)
| 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 | 93,094 | $5,231 萬 | 33.5% | +10,039+12.1% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 181,519 | $1,441 萬 | 9.2% | +37,319+25.9% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 129,205 | $1,427 萬 | 9.1% | +8,368+6.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 279,042 | $1,418 萬 | 9.1% | +51,910+22.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 40,324 | $1,117 萬 | 7.2% | −4,405−9.8% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 97,635 | $807.7 萬 | 5.2% | +10,982+12.7% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 224,011 | $588.7 萬 | 3.8% | +169,527+311.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 17,070 | $318.0 萬 | 2.0% | −1,960−10.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,426 | $247.6 萬 | 1.6% | +99+2.3% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 51,081 | $231.2 萬 | 1.5% | +13,274+35.1% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 28,708 | $226.5 萬 | 1.5% | +4,963+20.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,056 | $223.4 萬 | 1.4% | −318−3.1% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 62,617 | $206.6 萬 | 1.3% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 4,710 | $176.8 萬 | 1.1% | −69−1.4% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 17,867 | $161.9 萬 | 1.0% | +1,626+10.0% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 28,830 | $126.0 萬 | 0.8% | −253−0.9% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 23,466 | $120.8 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 12,952 | $117.9 萬 | 0.8% | +5,687+78.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,779 | $102.5 萬 | 0.7% | +125+7.6% | 加碼 | 歷史 |
| iShares Tr46436E569 | ESG SELECT SCRE | 22,381 | $95.8 萬 | 0.6% | +2,061+10.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,789 | $91.1 萬 | 0.6% | +928+24.0% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,038 | $87.5 萬 | 0.6% | −1,087−26.4% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 10,203 | $83.4 萬 | 0.5% | −345−3.3% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 5,022 | $78.5 萬 | 0.5% | +1,392+38.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 18,775 | $73.9 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr46436E411 | PARIS ALGND CLIM | 11,520 | $69.0 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,471 | $66.9 萬 | 0.4% | +11,471 | 新進 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 15,216 | $62.7 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,097 | $56.2 萬 | 0.4% | +115+11.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 5,041 | $54.6 萬 | 0.3% | −1,574−23.8% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 2,340 | $46.3 萬 | 0.3% | −40−1.7% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,241 | $44.3 萬 | 0.3% | +1,769+71.6% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,719 | $39.2 萬 | 0.3% | −1,712−31.5% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,587 | $38.9 萬 | 0.2% | −28−1.7% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,109 | $37.9 萬 | 0.2% | +1,320+73.8% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 7,437 | $34.8 萬 | 0.2% | +66+0.9% | 加碼 | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 6,656 | $33.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 12,683 | $33.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 774 | $27.9 萬 | 0.2% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 1,509 | $25.7 萬 | 0.2% | −87−5.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,605 | $24.8 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,293 | $24.3 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 671 | $23.5 萬 | 0.2% | +671 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 3,900 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,014 | $22.8 萬 | 0.1% | +36+1.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 447 | $21.0 萬 | 0.1% | +447 | 新進 | – |
2024 年第 4 季之後清倉（4 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。