13F HOLDINGS REPORT
FUTURE YOU WEALTH LLC
Quarter ended Q1 2025 · Filed May 1, 2025 · Accession 0001667731-25-000564
Total Value
$141.2M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 83,055 | $48.9M | 34.63% |
| 2 | ISHARES TR | 464288679 | 120,837 | $13.3M | 9.42% |
| 3 | VANGUARD INDEX FDS | 922908769 | 44,729 | $13.0M | 9.18% |
| 4 | WISDOMTREE TR | WT | 144,200 | $11.2M | 7.94% |
| 5 | VANGUARD TAX-MANAGED FDS | 921943858 | 227,132 | $10.9M | 7.69% |
| 6 | ISHARES TR | 464287457 | 86,653 | $7.1M | 5.03% |
| 7 | VANGUARD INDEX FDS | 922908611 | 19,030 | $3.8M | 2.67% |
| 8 | APPLE INC | AAPL | 10,374 | $2.6M | 1.84% |
| 9 | SPDR S&P 500 ETF TR | SPY | 4,327 | $2.5M | 1.80% |
| 10 | DIMENSIONAL ETF TRUST | 25434V708 | 62,617 | $2.2M | 1.53% |
| 11 | MICROSOFT CORP | MSFT | 4,779 | $2.0M | 1.43% |
| 12 | ISHARES TR | 464288513 | 23,745 | $1.9M | 1.32% |
| 13 | VANGUARD INTL EQUITY INDEX F | 922042858 | 37,807 | $1.7M | 1.18% |
| 14 | VANGUARD INDEX FDS | 922908553 | 16,241 | $1.4M | 1.02% |
| 15 | CAPITAL GRP FIXED INCM ETF T | 14020Y508 | 54,484 | $1.4M | 1.00% |
| 16 | DIMENSIONAL ETF TRUST | 25434V609 | 23,466 | $1.3M | 0.93% |
| 17 | ISHARES TR | 464287234 | 29,083 | $1.2M | 0.86% |
| 18 | SPDR GOLD TR | GLD | 4,125 | $998,774 | 0.71% |
| 19 | META PLATFORMS INC | META | 1,654 | $968,433 | 0.69% |
| 20 | ISHARES TR | 46436E569 | 20,320 | $920,469 | 0.65% |
| 21 | NVIDIA CORPORATION | NVDA | 6,615 | $888,328 | 0.63% |
| 22 | AMAZON COM INC | AMZN | 3,861 | $847,065 | 0.60% |
| 23 | ISHARES TR | 464287465 | 10,548 | $797,534 | 0.56% |
| 24 | ISHARES TR | 46436E411 | 11,520 | $749,261 | 0.53% |
| 25 | ALPHABET INC | GOOG | 3,630 | $691,297 | 0.49% |
| 26 | DIMENSIONAL ETF TRUST | 25434V807 | 18,775 | $666,137 | 0.47% |
| 27 | ISHARES TR | 464287432 | 7,265 | $634,430 | 0.45% |
| 28 | DIMENSIONAL ETF TRUST | 25434V724 | 15,216 | $622,639 | 0.44% |
| 29 | ISHARES TR | 464288414 | 5,431 | $578,627 | 0.41% |
| 30 | PACKAGING CORP AMER | 695156109 | 2,380 | $535,809 | 0.38% |
| 31 | VANGUARD INDEX FDS | 922908363 | 982 | $529,438 | 0.37% |
| 32 | ISHARES BITCOIN TRUST ETF | IBIT | 7,371 | $391,032 | 0.28% |
| 33 | JPMORGAN CHASE & CO. | VYLD | 1,615 | $387,029 | 0.27% |
| 34 | DIMENSIONAL ETF TRUST | 25434V880 | 12,683 | $315,299 | 0.22% |
| 35 | ISHARES TR | 464287614 | 774 | $310,823 | 0.22% |
| 36 | ALPHABET INC | GOOG | 1,608 | $304,412 | 0.22% |
| 37 | RELX PLC | RLXXF | 6,656 | $302,315 | 0.21% |
| 38 | ISHARES TR | 464287804 | 2,472 | $284,824 | 0.20% |
| 39 | PROCTER AND GAMBLE CO | 742718109 | 1,596 | $267,569 | 0.19% |
| 40 | TESLA INC | TSLA | 647 | $261,284 | 0.19% |
| 41 | ISHARES TR | 464288653 | 2,462 | $245,067 | 0.17% |
| 42 | SEMPRA | SREA | 2,764 | $242,458 | 0.17% |
| 43 | ISHARES TR | 464287598 | 1,293 | $239,373 | 0.17% |
| 44 | ISHARES TR | 46435G425 | 1,789 | $230,397 | 0.16% |
| 45 | SALESFORCE INC | CRM | 666 | $222,664 | 0.16% |
| 46 | ULTA BEAUTY INC | ULTA | 3,900 | $221,130 | 0.16% |
| 47 | ISHARES TR | 46432F842 | 2,978 | $209,294 | 0.15% |