FUTURE YOU WEALTH LLC

Est. AUM

$184.1M

13F long equity, this entity only

Positions

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$57.6M	92851	31.30%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$18.4M	323288	10.00%	SOLE
3	WISDOMTREE TR	US LARGECAP DIVD	$15.7M	190803	8.51%	SOLE
4	ISHARES TR	SHORT TREAS BD	$14.8M	134271	8.05%	SOLE
5	VANGUARD INDEX FDS	TOTAL STK MKT	$11.3M	37173	6.14%	SOLE
6	ISHARES TR	1 3 YR TREAS BD	$8.9M	106856	4.81%	SOLE
7	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$6.7M	255289	3.65%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.9M	8636	2.66%	SOLE
9	VANGUARD INDEX FDS	SM CP VAL ETF	$3.1M	16063	1.70%	SOLE
10	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.1M	62620	1.68%	SOLE
11	SPDR S&P 500 ETF TR	TR UNIT	$2.5M	4125	1.38%	SOLE
12	ISHARES TR	IBOXX HI YD ETF	$2.5M	30887	1.35%	SOLE
13	MICROSOFT CORP	COM	$2.3M	4616	1.25%	SOLE
14	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.2M	62617	1.22%	SOLE
15	APPLE INC	COM	$2.0M	9917	1.11%	SOLE
16	ISHARES TR	MSCI EAFE ETF	$1.6M	18063	0.87%	SOLE
17	ISHARES TR	MSCI EMG MKT ETF	$1.6M	32664	0.86%	SOLE
18	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.4M	15937	0.77%	SOLE
19	ISHARES TR	20 YR TR BD ETF	$1.4M	15402	0.74%	SOLE
20	META PLATFORMS INC	CL A	$1.3M	1784	0.72%	SOLE
21	DIMENSIONAL ETF TRUST	US TARGETED VLU	$1.3M	23466	0.69%	SOLE
22	CAPITAL GROUP INTERNATIONAL	SHS	$1.2M	42561	0.67%	SOLE
23	AMAZON COM INC	COM	$1.1M	5073	0.60%	SOLE
24	WISDOMTREE TR	ENHNCD CMMDTY ST	$983K	49468	0.53%	SOLE
25	ISHARES TR	ESG SELECT SCRE	$921K	19319	0.50%	SOLE
26	SPDR GOLD TR	GOLD SHS	$903K	2961	0.49%	SOLE
27	ALPHABET INC	CAP STK CL C	$893K	5033	0.49%	SOLE
28	ISHARES TR	CORE S&P MCP ETF	$882K	14228	0.48%	SOLE
29	NVIDIA CORPORATION	COM	$835K	5282	0.45%	SOLE
30	WISDOMTREE TR	FLOATNG RAT TREA	$821K	16327	0.45%	SOLE
31	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$804K	18775	0.44%	SOLE
32	ISHARES TR	CORE S&P SCP ETF	$772K	7060	0.42%	SOLE
33	ISHARES TR	PARIS ALIGNED CL	$754K	11270	0.41%	SOLE
34	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$678K	11341	0.37%	SOLE
35	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$643K	15216	0.35%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$571K	1175	0.31%	SOLE
37	JPMORGAN CHASE & CO.	COM	$460K	1587	0.25%	SOLE
38	PACKAGING CORP AMER	COM	$441K	2340	0.24%	SOLE
39	SPDR SERIES TRUST	BLOOMBERG SHORT	$418K	14890	0.23%	SOLE
40	ISHARES TR	ESG AWR MSCI USA	$379K	2800	0.21%	SOLE
41	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$373K	12683	0.20%	SOLE
42	RELX PLC	SPONSORED ADR	$362K	6656	0.20%	SOLE
43	ISHARES TR	NATIONAL MUN ETF	$359K	3438	0.19%	SOLE
44	ISHARES TR	RUS 1000 GRW ETF	$329K	774	0.18%	SOLE
45	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$312K	5095	0.17%	SOLE
46	INVESCO QQQ TR	UNIT SER 1	$302K	547	0.16%	SOLE
47	ALPHABET INC	CAP STK CL A	$290K	1645	0.16%	SOLE
48	TESLA INC	COM	$271K	852	0.15%	SOLE
49	BROADCOM INC	COM	$265K	963	0.14%	SOLE
50	ISHARES TR	RUS 1000 VAL ETF	$251K	1293	0.14%	SOLE

1–50 of 58

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.