FUTURE YOU WEALTH LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002055142 · New York, NY

As of Jun 30, 2025, FUTURE YOU WEALTH LLC reported 58 positions worth 84.1M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES CORE S&P 500 ETF	IVV	—	92,851	$57.6M	31.30%
VANGUARD TAX-MANAGED FUNDS	VEA	—	323,288	8.4M	10.00%
WISDOMTREE US LARGECAP DIVIDEND FUND	DLN	—	190,803	5.7M	8.51%
ISHARES SHORT TREASURY BOND ETF	SHV	—	134,271	4.8M	8.05%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	37,173	1.3M	6.14%
ISHARES 1-3 YEAR TREASURY BOND ETF	SHY	—	106,856	$8.9M	4.81%
CAPITAL GROUP CORE BOND ETF	CGCB	—	255,289	$6.7M	3.65%
VANGUARD 500 INDEX FUND	VOO	—	8,636	$4.9M	2.66%
VANGUARD SMALL-CAP VALUE INDEX FUND	VBR	—	16,063	$3.1M	1.70%
VANGUARD EMERGING MARKETS STOCK INDEX FUND	VWO	—	62,620	$3.1M	1.68%
SPDR S&P 500 ETF TRUST	SPY	—	4,125	$2.5M	1.38%
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	HYG	—	30,887	$2.5M	1.35%
MICROSOFT CORP	MSFT	Technology	4,616	$2.3M	1.25%
DIMENSIONAL US CORE EQUITY 2 ETF	DFAC	—	62,617	$2.2M	1.22%
APPLE INC	AAPL	Technology	9,917	$2.0M	1.11%
ISHARES MSCI EAFE ETF	EFA	—	18,063	.6M	0.87%
ISHARES MSCI EMERGING MARKETS ETF	EEM	—	32,664	.6M	0.86%
VANGUARD REAL ESTATE INDEX FUND	VNQ	—	15,937	.4M	0.77%
ISHARES 20+ YEAR TREASURY BOND ETF	TLT	—	15,402	.4M	0.74%
META PLATFORMS INC	META	Communication Services	1,784	.3M	0.72%
DIMENSIONAL US TARGETED VALUE ETF	DFAT	—	23,466	.3M	0.69%
CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF	CGIC	—	42,561	.2M	0.67%
AMAZON.COM INC	AMZN	Equity	5,073	.1M	0.60%
WISDOMTREE ENHANCED COMMODITY STRATEGY FUND	GCC	—	49,468	$983.3K	0.53%
ISHARES ESG SELECT SCREENED S&P 500 ETF	XVV	—	19,319	$921.2K	0.50%