Future You Wealth

Future You Wealth as of March 31, 2025

Portfolio Holdings for Future You Wealth

Future You Wealth holds 46 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 33.5 $52M 93k 561.90
Wisdomtree Tr Us Largecap Divd (DLN) 9.2 $14M 182k 79.37
Ishares Tr Short Treas Bd (SHV) 9.1 $14M 129k 110.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.1 $14M 279k 50.83
Vanguard Index Fds Total Stk Mkt (VTI) 7.2 $11M 40k 277.07
Ishares Tr 1 3 Yr Treas Bd (SHY) 5.2 $8.1M 98k 82.73
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 3.8 $5.9M 224k 26.28
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.0 $3.2M 17k 186.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $2.5M 4.4k 559.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $2.3M 51k 45.26
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.5 $2.3M 29k 78.89
Apple (AAPL) 1.4 $2.2M 10k 222.13
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.3 $2.1M 63k 32.99
Microsoft Corporation (MSFT) 1.1 $1.8M 4.7k 375.37
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $1.6M 18k 90.59
Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $1.3M 29k 43.70
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $1.2M 24k 51.49
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $1.2M 13k 91.03
Meta Platforms Cl A (META) 0.7 $1.0M 1.8k 576.36
Ishares Tr Esg Select Scre (XVV) 0.6 $958k 22k 42.78
Amazon (AMZN) 0.6 $911k 4.8k 190.26
Spdr Gold Tr Gold Shs (GLD) 0.6 $875k 3.0k 288.16
Ishares Tr Msci Eafe Etf (EFA) 0.5 $834k 10k 81.73
Alphabet Cap Stk Cl C (GOOG) 0.5 $785k 5.0k 156.23
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $739k 19k 39.36
Ishares Tr Paris Algnd Clim (PABU) 0.4 $690k 12k 59.92
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $669k 12k 58.35
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.4 $627k 15k 41.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $562k 1.1k 512.19
NVIDIA Corporation (NVDA) 0.3 $546k 5.0k 108.38
Packaging Corporation of America (PKG) 0.3 $463k 2.3k 198.02
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $443k 4.2k 104.56
Ishares Tr National Mun Etf (MUB) 0.3 $392k 3.7k 105.44
JPMorgan Chase & Co. (JPM) 0.2 $389k 1.6k 245.23
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $379k 3.1k 121.92
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $348k 7.4k 46.81
Relx Sponsored Adr (RELX) 0.2 $336k 6.7k 50.41
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $332k 13k 26.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $280k 774.00 361.09
Procter & Gamble Company (PG) 0.2 $257k 1.5k 170.42
Alphabet Cap Stk Cl A (GOOGL) 0.2 $248k 1.6k 154.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $243k 1.3k 188.16
Visa Com Cl A (V) 0.2 $235k 671.00 350.46
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $232k 3.9k 59.55
Ishares Tr Core Msci Eafe (IEFA) 0.1 $228k 3.0k 75.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $210k 447.00 469.26