13F HOLDINGS REPORT
FUTURE YOU WEALTH LLC
Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0001667731-25-000574
Total Value
$156.1M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 93,094 | $52.3M | 33.51% |
| 2 | WISDOMTREE TR | WT | 181,519 | $14.4M | 9.23% |
| 3 | ISHARES TR | 464288679 | 129,205 | $14.3M | 9.14% |
| 4 | VANGUARD TAX-MANAGED FDS | 921943858 | 279,042 | $14.2M | 9.09% |
| 5 | VANGUARD INDEX FDS | 922908769 | 40,324 | $11.2M | 7.16% |
| 6 | ISHARES TR | 464287457 | 97,635 | $8.1M | 5.17% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 14020Y508 | 224,011 | $5.9M | 3.77% |
| 8 | VANGUARD INDEX FDS | 922908611 | 17,070 | $3.2M | 2.04% |
| 9 | SPDR S&P 500 ETF TR | SPY | 4,426 | $2.5M | 1.59% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042858 | 51,081 | $2.3M | 1.48% |
| 11 | ISHARES TR | 464288513 | 28,708 | $2.3M | 1.45% |
| 12 | APPLE INC | AAPL | 10,056 | $2.2M | 1.43% |
| 13 | DIMENSIONAL ETF TRUST | 25434V708 | 62,617 | $2.1M | 1.32% |
| 14 | MICROSOFT CORP | MSFT | 4,710 | $1.8M | 1.13% |
| 15 | VANGUARD INDEX FDS | 922908553 | 17,867 | $1.6M | 1.04% |
| 16 | ISHARES TR | 464287234 | 28,830 | $1.3M | 0.81% |
| 17 | DIMENSIONAL ETF TRUST | 25434V609 | 23,466 | $1.2M | 0.77% |
| 18 | ISHARES TR | 464287432 | 12,952 | $1.2M | 0.76% |
| 19 | META PLATFORMS INC | META | 1,779 | $1.0M | 0.66% |
| 20 | ISHARES TR | 46436E569 | 22,381 | $957,521 | 0.61% |
| 21 | AMAZON COM INC | AMZN | 4,789 | $911,155 | 0.58% |
| 22 | SPDR GOLD TR | GLD | 3,038 | $875,433 | 0.56% |
| 23 | ISHARES TR | 464287465 | 10,203 | $833,891 | 0.53% |
| 24 | ALPHABET INC | GOOG | 5,022 | $784,587 | 0.50% |
| 25 | DIMENSIONAL ETF TRUST | 25434V807 | 18,775 | $738,984 | 0.47% |
| 26 | ISHARES TR | 46436E411 | 11,520 | $690,278 | 0.44% |
| 27 | ISHARES TR | 464287507 | 11,471 | $669,304 | 0.43% |
| 28 | DIMENSIONAL ETF TRUST | 25434V724 | 15,216 | $627,051 | 0.40% |
| 29 | VANGUARD INDEX FDS | 922908363 | 1,097 | $561,874 | 0.36% |
| 30 | NVIDIA CORPORATION | NVDA | 5,041 | $546,344 | 0.35% |
| 31 | PACKAGING CORP AMER | 695156109 | 2,340 | $463,367 | 0.30% |
| 32 | ISHARES TR | 464287804 | 4,241 | $443,435 | 0.28% |
| 33 | ISHARES TR | 464288414 | 3,719 | $392,132 | 0.25% |
| 34 | JPMORGAN CHASE & CO. | VYLD | 1,587 | $389,186 | 0.25% |
| 35 | ISHARES TR | 46435G425 | 3,109 | $379,055 | 0.24% |
| 36 | ISHARES BITCOIN TRUST ETF | IBIT | 7,437 | $348,126 | 0.22% |
| 37 | RELX PLC | RLXXF | 6,656 | $335,529 | 0.21% |
| 38 | DIMENSIONAL ETF TRUST | 25434V880 | 12,683 | $332,295 | 0.21% |
| 39 | ISHARES TR | 464287614 | 774 | $279,484 | 0.18% |
| 40 | PROCTER AND GAMBLE CO | 742718109 | 1,509 | $257,164 | 0.16% |
| 41 | ALPHABET INC | GOOG | 1,605 | $248,211 | 0.16% |
| 42 | ISHARES TR | 464287598 | 1,293 | $243,291 | 0.16% |
| 43 | VISA INC | V | 671 | $235,159 | 0.15% |
| 44 | ULTA BEAUTY INC | ULTA | 3,900 | $232,245 | 0.15% |
| 45 | ISHARES TR | 46432F842 | 3,014 | $228,009 | 0.15% |
| 46 | INVESCO QQQ TR | IVZ | 447 | $209,759 | 0.13% |