13F HOLDINGS REPORT
FUTURE YOU WEALTH LLC
Quarter ended Q2 2025 · Filed July 31, 2025 · Accession 0001667731-25-001024
Total Value
$184.1M
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 92,851 | $57.6M | 31.30% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 323,288 | $18.4M | 10.00% |
| 3 | WISDOMTREE TR | WT | 190,803 | $15.7M | 8.51% |
| 4 | ISHARES TR | 464288679 | 134,271 | $14.8M | 8.05% |
| 5 | VANGUARD INDEX FDS | 922908769 | 37,173 | $11.3M | 6.14% |
| 6 | ISHARES TR | 464287457 | 106,856 | $8.9M | 4.81% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 14020Y508 | 255,289 | $6.7M | 3.65% |
| 8 | VANGUARD INDEX FDS | 922908363 | 8,636 | $4.9M | 2.66% |
| 9 | VANGUARD INDEX FDS | 922908611 | 16,063 | $3.1M | 1.70% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042858 | 62,620 | $3.1M | 1.68% |
| 11 | SPDR S&P 500 ETF TR | SPY | 4,125 | $2.5M | 1.38% |
| 12 | ISHARES TR | 464288513 | 30,887 | $2.5M | 1.35% |
| 13 | MICROSOFT CORP | MSFT | 4,616 | $2.3M | 1.25% |
| 14 | DIMENSIONAL ETF TRUST | 25434V708 | 62,617 | $2.2M | 1.22% |
| 15 | APPLE INC | AAPL | 9,917 | $2.0M | 1.11% |
| 16 | ISHARES TR | 464287465 | 18,063 | $1.6M | 0.87% |
| 17 | ISHARES TR | 464287234 | 32,664 | $1.6M | 0.86% |
| 18 | VANGUARD INDEX FDS | 922908553 | 15,937 | $1.4M | 0.77% |
| 19 | ISHARES TR | 464287432 | 15,402 | $1.4M | 0.74% |
| 20 | META PLATFORMS INC | META | 1,784 | $1.3M | 0.72% |
| 21 | DIMENSIONAL ETF TRUST | 25434V609 | 23,466 | $1.3M | 0.69% |
| 22 | CAPITAL GROUP INTERNATIONAL | 14021T102 | 42,561 | $1.2M | 0.67% |
| 23 | AMAZON COM INC | AMZN | 5,073 | $1.1M | 0.60% |
| 24 | WISDOMTREE TR | WT | 49,468 | $983,287 | 0.53% |
| 25 | ISHARES TR | 46436E569 | 19,319 | $921,169 | 0.50% |
| 26 | SPDR GOLD TR | GLD | 2,961 | $902,689 | 0.49% |
| 27 | ALPHABET INC | GOOG | 5,033 | $892,742 | 0.48% |
| 28 | ISHARES TR | 464287507 | 14,228 | $882,410 | 0.48% |
| 29 | NVIDIA CORPORATION | NVDA | 5,282 | $834,503 | 0.45% |
| 30 | WISDOMTREE TR | WT | 16,327 | $821,411 | 0.45% |
| 31 | DIMENSIONAL ETF TRUST | 25434V807 | 18,775 | $804,133 | 0.44% |
| 32 | ISHARES TR | 464287804 | 7,060 | $771,587 | 0.42% |
| 33 | ISHARES TR | 46436E411 | 11,270 | $753,512 | 0.41% |
| 34 | VANGUARD SCOTTSDALE FDS | 92206C706 | 11,341 | $678,422 | 0.37% |
| 35 | DIMENSIONAL ETF TRUST | 25434V724 | 15,216 | $643,332 | 0.35% |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,175 | $570,780 | 0.31% |
| 37 | JPMORGAN CHASE & CO. | VYLD | 1,587 | $459,962 | 0.25% |
| 38 | PACKAGING CORP AMER | 695156109 | 2,340 | $440,973 | 0.24% |
| 39 | SPDR SERIES TRUST | 78464A334 | 14,890 | $417,962 | 0.23% |
| 40 | ISHARES TR | 46435G425 | 2,800 | $378,824 | 0.21% |
| 41 | DIMENSIONAL ETF TRUST | 25434V880 | 12,683 | $372,500 | 0.20% |
| 42 | RELX PLC | RLXXF | 6,656 | $361,687 | 0.20% |
| 43 | ISHARES TR | 464288414 | 3,438 | $359,202 | 0.20% |
| 44 | ISHARES TR | 464287614 | 774 | $328,625 | 0.18% |
| 45 | ISHARES BITCOIN TRUST ETF | IBIT | 5,095 | $311,865 | 0.17% |
| 46 | INVESCO QQQ TR | IVZ | 547 | $301,830 | 0.16% |
| 47 | ALPHABET INC | GOOG | 1,645 | $289,914 | 0.16% |
| 48 | TESLA INC | TSLA | 852 | $270,646 | 0.15% |
| 49 | BROADCOM INC | AVGO | 963 | $265,451 | 0.14% |
| 50 | ISHARES TR | 464287598 | 1,293 | $251,139 | 0.14% |
| 51 | NETFLIX INC | NFLX | 185 | $247,739 | 0.13% |
| 52 | ULTA BEAUTY INC | ULTA | 3,907 | $241,838 | 0.13% |
| 53 | VISA INC | V | 671 | $238,239 | 0.13% |
| 54 | PROCTER AND GAMBLE CO | 742718109 | 1,493 | $237,865 | 0.13% |
| 55 | SELECT SECTOR SPDR TR | 81369Y803 | 912 | $230,946 | 0.13% |
| 56 | DRAFTKINGS INC NEW | DKNG | 4,976 | $213,421 | 0.12% |
| 57 | SEMPRA | SREA | 2,739 | $207,534 | 0.11% |
| 58 | SCHWAB STRATEGIC TR | 808524102 | 8,516 | $202,945 | 0.11% |