Institutional Manager · CIK 0002055142
FUTURE YOU WEALTH LLC
New York, NY · File #028-25524
Latest AUM
$184.1M
Positions
58
Top-10 Concentration
79.3%
Filings
3
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Jun 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 92,851 | $57.6M | 31.61% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 323,288 | $18.4M | 10.10% |
| 3 | WISDOMTREE TR | WT | 190,803 | $15.7M | 8.59% |
| 4 | ISHARES TR | 464288679 | 134,271 | $14.8M | 8.13% |
| 5 | VANGUARD INDEX FDS | 922908769 | 37,173 | $11.3M | 6.20% |
| 6 | ISHARES TR | 464287457 | 106,856 | $8.9M | 4.86% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 14020Y508 | 255,289 | $6.7M | 3.68% |
| 8 | VANGUARD INDEX FDS | 922908363 | 8,636 | $4.9M | 2.69% |
| 9 | VANGUARD INDEX FDS | 922908611 | 16,063 | $3.1M | 1.72% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042858 | 62,620 | $3.1M | 1.70% |
| 11 | SPDR S&P 500 ETF TR | SPY | 4,125 | $2.5M | 1.40% |
| 12 | ISHARES TR | 464288513 | 30,887 | $2.5M | 1.36% |
| 13 | MICROSOFT CORP | MSFT | 4,616 | $2.3M | 1.26% |
| 14 | DIMENSIONAL ETF TRUST | 25434V708 | 62,617 | $2.2M | 1.23% |
| 15 | APPLE INC | AAPL | 9,917 | $2.0M | 1.12% |
| 16 | ISHARES TR | 464287465 | 18,063 | $1.6M | 0.88% |
| 17 | ISHARES TR | 464287234 | 32,664 | $1.6M | 0.86% |
| 18 | VANGUARD INDEX FDS | 922908553 | 15,937 | $1.4M | 0.78% |
| 19 | ISHARES TR | 464287432 | 15,402 | $1.4M | 0.75% |
| 20 | META PLATFORMS INC | META | 1,784 | $1.3M | 0.72% |