Future You Wealth LLC
- SEC CIK
- 0002055142
- 最新申報
- 2025/7/31
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/31 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 58
- 較 2025 年第 1 季 +12
- 總值
- $1.84 億
- 較 2025 年第 1 季 +$2,799 萬 (+17.9%)
| 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 | 92,851 | $5,762 萬 | 31.3% | −243−0.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 323,288 | $1,842 萬 | 10.0% | +44,246+15.9% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 190,803 | $1,566 萬 | 8.5% | +9,284+5.1% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 134,271 | $1,483 萬 | 8.1% | +5,066+3.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 37,173 | $1,130 萬 | 6.1% | −3,151−7.8% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 106,856 | $885.4 萬 | 4.8% | +9,221+9.4% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 255,289 | $671.4 萬 | 3.6% | +31,278+14.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,636 | $490.6 萬 | 2.7% | +7,539+687.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 16,063 | $312.8 萬 | 1.7% | −1,007−5.9% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 62,620 | $309.5 萬 | 1.7% | +11,539+22.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,125 | $254.9 萬 | 1.4% | −301−6.8% | 減碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 30,887 | $248.6 萬 | 1.4% | +2,179+7.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,616 | $229.6 萬 | 1.2% | −94−2.0% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 62,617 | $224.4 萬 | 1.2% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 9,917 | $203.5 萬 | 1.1% | −139−1.4% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 18,063 | $159.7 萬 | 0.9% | +7,860+77.0% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 32,664 | $157.6 萬 | 0.9% | +3,834+13.3% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 15,937 | $141.9 萬 | 0.8% | −1,930−10.8% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 15,402 | $136.0 萬 | 0.7% | +2,450+18.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,784 | $131.7 萬 | 0.7% | +5+0.3% | 加碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 23,466 | $126.6 萬 | 0.7% | 00.0% | 不變 | – |
| Capital Group International14021T102 | SHS | 42,561 | $123.9 萬 | 0.7% | +42,561 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 5,073 | $111.3 萬 | 0.6% | +284+5.9% | 加碼 | 歷史 |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 49,468 | $98.3 萬 | 0.5% | +49,468 | 新進 | – |
| iShares Tr46436E569 | ESG SELECT SCRE | 19,319 | $92.1 萬 | 0.5% | −3,062−13.7% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 2,961 | $90.3 萬 | 0.5% | −77−2.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,033 | $89.3 萬 | 0.5% | +11+0.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,228 | $88.2 萬 | 0.5% | +2,757+24.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 5,282 | $83.5 萬 | 0.5% | +241+4.8% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 16,327 | $82.1 萬 | 0.4% | +16,327 | 新進 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 18,775 | $80.4 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,060 | $77.2 萬 | 0.4% | +2,819+66.5% | 加碼 | – |
| iShares Tr46436E411 | PARIS ALGND CLIM | 11,270 | $75.4 萬 | 0.4% | −250−2.2% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 11,341 | $67.8 萬 | 0.4% | +11,341 | 新進 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 15,216 | $64.3 萬 | 0.3% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,175 | $57.1 萬 | 0.3% | +1,175 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,587 | $46.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PKGPackaging Corp of America | Stock | 2,340 | $44.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A334 | SST SPDR BLOOMBE | 14,890 | $41.8 萬 | 0.2% | +14,890 | 新進 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,800 | $37.9 萬 | 0.2% | −309−9.9% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 12,683 | $37.3 萬 | 0.2% | 00.0% | 不變 | – |
| RELXRELX PLC | SPONSORED ADR | 6,656 | $36.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,438 | $35.9 萬 | 0.2% | −281−7.6% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 774 | $32.9 萬 | 0.2% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 5,095 | $31.2 萬 | 0.2% | −2,342−31.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 547 | $30.2 萬 | 0.2% | +100+22.4% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,645 | $29.0 萬 | 0.2% | +40+2.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 852 | $27.1 萬 | 0.1% | +852 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 963 | $26.5 萬 | 0.1% | +963 | 新進 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,293 | $25.1 萬 | 0.1% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 185 | $24.8 萬 | 0.1% | +185 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 3,907 | $24.2 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 671 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,493 | $23.8 萬 | 0.1% | −16−1.1% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 912 | $23.1 萬 | 0.1% | +912 | 新進 | – |
| DKNGDraftKings Inc. | Stock | 4,976 | $21.3 萬 | 0.1% | +4,976 | 新進 | 歷史 |
| SRESempra | Stock | 2,739 | $20.8 萬 | 0.1% | +2,739 | 新進 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,516 | $20.3 萬 | 0.1% | +8,516 | 新進 | – |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,014 | $22.8 萬 | 0.1% | – |