FY
| |
FUTURE YOU WEALTH LLC13F | |
| FUTURE YOU WEALTH LLC | |
| Last update 2025-05-02 | 46 Stocks (3 new) |
| Value $156.00 Mil | Turnover 14 % |
FUTURE YOU WEALTH LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 93,094 | 52,309.4 | +12.09% | 33.510 | +3.61% | 0.010 | +18.87% | +8.94% | 642,209.1 | ||
DLN |
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
| 181,519 | 14,407.2 | +25.88% | 9.230 | +1.90% | 0.300 | +12.25% | +9.28% | 5,176.5 | ||
SHV | iShares Short Treasury Bond ETF | 129,205 | 14,272.3 | +6.93% | 9.140 | +0.59% | 0.070 | +1.00% | +2.30% | 20,785.6 | ||
VEA | Vanguard FTSE Developed Markets ETF | 279,042 | 14,183.6 | +22.85% | 9.090 | +1.69% | 0.010 | +14.16% | +23.88% | 163,588.6 | ||
VTI | Vanguard Total Stock Market ETF | 40,324 | 11,172.4 | -9.85% | 7.160 | -0.90% | 0.000 | +18.95% | +8.50% | 478,431.4 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 97,635 | 8,077.4 | +12.67% | 5.170 | +0.58% | 0.030 | +0.84% | +2.69% | 23,688.1 | ||
CGCB | Capital Group Core Bond ETF | 224,011 | 5,887.0 | +311.15% | 3.770 | +2.85% | 0.270 | +1.70% | +3.51% | 2,739.6 | ||
VBR | Vanguard Small Cap Value ETF | 17,070 | 3,179.9 | -10.30% | 2.040 | -0.27% | 0.010 | +16.71% | +4.44% | 29,195.0 | ||
SPY | SPDR S&P 500 ETF Trust | 4,426 | 2,475.7 | +2.29% | 1.590 | +0.04% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 51,081 | 2,311.9 | +35.11% | 1.480 | +0.38% | 0.000 | +15.56% | +16.78% | 86,562.3 |
FUTURE YOU WEALTH LLC's Historical Top Holdings Breakdowns
FUTURE YOU WEALTH LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +3.61% | 554.06 ($590.51) 615.85 | $637.33 | 7.93% | Add 12.09% | 93,094 | 10,039 | |
CGCB | Capital Group Core Bond ETF | 2025-03-31 | Add Add | +2.85% | 25.45 ($26.02) 26.41 | $26.17 | 0.58% | Add 311.15% | 224,011 | 169,527 | |
DLN |
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
| 2025-03-31 | Add Add | +1.90% | 76.77 ($79.79) 82.22 | $84.17 | 5.49% | Add 25.88% | 181,519 | 37,319 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +1.69% | 47.4 ($50.6) 52.99 | $58.50 | 15.61% | Add 22.85% | 279,042 | 51,910 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -0.90% | 271.18 ($290.53) 303.12 | $312.41 | 7.53% | Reduce -9.85% | 40,324 | -4,405 | |
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | Add Add | +0.59% | 110.11 ($110.29) 110.51 | $110.33 | 0.04% | Add 6.93% | 129,205 | 8,368 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.58% | 81.83 ($82.24) 82.73 | $82.57 | 0.40% | Add 12.67% | 97,635 | 10,982 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | New Buy New Buy | +0.43% | 57.21 ($62.1) 65.8 | $64.40 | 3.70% | New holding | 11,471 | 11,471 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.38% | 42.5 ($45.01) 46.71 | $51.23 | 13.82% | Add 35.11% | 51,081 | 13,274 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.33% | 85.29 ($89.02) 92.57 | $86.03 | -3.36% | Add 78.28% | 12,952 | 5,687 |
FUTURE YOU WEALTH LLC Total Holding History ($B)
FUTURE YOU WEALTH LLC's Asset Allocation
FUTURE YOU WEALTH LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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FUTURE YOU WEALTH LLC's Hypothetical Growth since 2025-03-31
FUTURE YOU WEALTH LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FUTURE YOU WEALTH LLC's Holdings Heat Map
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FUTURE YOU WEALTH LLC's Holdings Bubble Chart
FUTURE YOU WEALTH LLC News
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