The Analysis of FUTURE YOU WEALTH LLC's Holdings
Currently, FUTURE YOU WEALTH LLC holds 58 types of securities in its portfolio with a total value $184.1M. In the most recent quarter, they have increased their positions in VOO (+7.5K shares, valued at $4.3M), VEA (+44.2K shares, valued at $2.5M), CGIC (+42.6K shares, valued at $1.2M); decreased their positions in VTI (-3.2K shares, valued at $957.6K), VBR (-1.0K shares, valued at $196.1K), SPY (-301 shares, valued at $186.0K); initiated new positions in CGIC (+42.6K shares, valued at $1.2M), GCC (+49.5K shares, valued at $983.3K), USFR (+16.3K shares, valued at $821.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR92.9K shares-0.26%2025-06-302025-07-31
VEA VANGUARD TAX-MANAGED FDS323.3K shares15.86%2025-06-302025-07-31 DLN WISDOMTREE TR190.8K shares5.11%2025-06-302025-07-31 SHV ISHARES TR134.3K shares3.92%2025-06-302025-07-31 VTI VANGUARD INDEX FDS37.2K shares-7.81%2025-06-302025-07-31 SHY ISHARES TR106.9K shares9.44%2025-06-302025-07-31 CGCB CAPITAL GRP FIXED INCM ETF T255.3K shares13.96%2025-06-302025-07-31 VOO VANGUARD INDEX FDS8.6K shares687.24%2025-06-302025-07-31 VBR VANGUARD INDEX FDS16.1K shares-5.90%2025-06-302025-07-31 VWO VANGUARD INTL EQUITY INDEX F62.6K shares22.59%2025-06-302025-07-31 SPY SPDR S&P 500 ETF TR4.1K shares-6.80%2025-06-302025-07-31 HYG ISHARES TR30.9K shares7.59%2025-06-302025-07-31 MSFT MICROSOFT CORP4.6K shares-2.00%2025-06-302025-07-31 DFAC DIMENSIONAL ETF TRUST62.6K shares0.00%2025-06-302025-07-31 AAPL APPLE INC9.9K shares-1.38%2025-06-302025-07-31 EFA ISHARES TR18.1K shares77.04%2025-06-302025-07-31 EEM ISHARES TR32.7K shares13.30%2025-06-302025-07-31 VNQ VANGUARD INDEX FDS15.9K shares-10.80%2025-06-302025-07-31 TLT ISHARES TR15.4K shares18.92%2025-06-302025-07-31 META META PLATFORMS INC1.8K shares0.28%2025-06-302025-07-31 DFAT DIMENSIONAL ETF TRUST23.5K shares0.00%2025-06-302025-07-31 CGIC CAPITAL GROUP INTERNATIONAL42.6K sharesnew addition2025-06-302025-07-31 AMZN AMAZON COM INC5.1K shares5.93%2025-06-302025-07-31 GCC WISDOMTREE TR49.5K sharesnew addition2025-06-302025-07-31 XVV ISHARES TR19.3K shares-13.68%2025-06-302025-07-31 GLD SPDR GOLD TR3.0K shares-2.53%2025-06-302025-07-31 GOOG ALPHABET INC5.0K shares0.22%2025-06-302025-07-31 IJH ISHARES TR14.2K shares24.03%2025-06-302025-07-31 NVDA NVIDIA CORPORATION5.3K shares4.78%2025-06-302025-07-31 USFR WISDOMTREE TR16.3K sharesnew addition2025-06-302025-07-31 DFIV DIMENSIONAL ETF TRUST18.8K shares0.00%2025-06-302025-07-31 IJR ISHARES TR7.1K shares66.47%2025-06-302025-07-31 PABU ISHARES TR11.3K shares-2.17%2025-06-302025-07-31 VGIT VANGUARD SCOTTSDALE FDS11.3K sharesnew addition2025-06-302025-07-31 DFUV DIMENSIONAL ETF TRUST15.2K shares0.00%2025-06-302025-07-31 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K sharesnew addition2025-06-302025-07-31 JPM JPMORGAN CHASE & CO.1.6K shares0.00%2025-06-302025-07-31 PKG PACKAGING CORP AMER2.3K shares0.00%2025-06-302025-07-31 BWZ SPDR SERIES TRUST14.9K sharesnew addition2025-06-302025-07-31 ESGU ISHARES TR2.8K shares-9.94%2025-06-302025-07-31 DFAX DIMENSIONAL ETF TRUST12.7K shares0.00%2025-06-302025-07-31 RELX RELX PLC6.7K shares0.00%2025-06-302025-07-31 MUB ISHARES TR3.4K shares-7.56%2025-06-302025-07-31 IWF ISHARES TR774 shares0.00%2025-06-302025-07-31 IBIT ISHARES BITCOIN TRUST ETF5.1K shares-31.49%2025-06-302025-07-31 QQQ INVESCO QQQ TR547 shares22.37%2025-06-302025-07-31 GOOGL ALPHABET INC1.6K shares2.49%2025-06-302025-07-31 TSLA TESLA INC852 shares31.68%2025-06-302025-07-31 AVGO BROADCOM INC963 sharesnew addition2025-06-302025-07-31 IWD ISHARES TR1.3K shares0.00%2025-06-302025-07-31 NFLX NETFLIX INC185 sharesnew addition2025-06-302025-07-31 ULTA ULTA BEAUTY INC3.9K shares0.18%2025-06-302025-07-31 V VISA INC671 shares0.00%2025-06-302025-07-31 PG PROCTER AND GAMBLE CO1.5K shares-1.06%2025-06-302025-07-31 XLK SELECT SECTOR SPDR TR912 sharesnew addition2025-06-302025-07-31 DKNG DRAFTKINGS INC NEW5.0K sharesnew addition2025-06-302025-07-31 SRE SEMPRA2.7K shares-0.90%2025-06-302025-07-31 SCHB SCHWAB STRATEGIC TR8.5K sharesnew addition2025-06-302025-07-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available