Future You Wealth

Future You Wealth as of June 30, 2025

Portfolio Holdings for Future You Wealth

Future You Wealth holds 58 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 31.3 $58M 93k 620.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.0 $18M 323k 56.97
Wisdomtree Tr Us Largecap Divd (DLN) 8.5 $16M 191k 82.08
Ishares Tr Short Treas Bd (SHV) 8.1 $15M 134k 110.42
Vanguard Index Fds Total Stk Mkt (VTI) 6.1 $11M 37k 303.92
Ishares Tr 1 3 Yr Treas Bd (SHY) 4.8 $8.9M 107k 82.86
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 3.6 $6.7M 255k 26.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.7 $4.9M 8.6k 568.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.7 $3.1M 16k 194.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $3.1M 63k 49.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.5M 4.1k 617.88
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.4 $2.5M 31k 80.47
Microsoft Corporation (MSFT) 1.2 $2.3M 4.6k 497.38
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.2 $2.2M 63k 35.84
Apple (AAPL) 1.1 $2.0M 9.9k 205.17
Ishares Tr Msci Eafe Etf (EFA) 0.9 $1.6M 18k 88.40
Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $1.6M 33k 48.24
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.4M 16k 89.05
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $1.4M 15k 88.27
Meta Platforms Cl A (META) 0.7 $1.3M 1.8k 738.09
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $1.3M 24k 53.96
Capital Group International SHS (CGIC) 0.7 $1.2M 43k 29.11
Amazon (AMZN) 0.6 $1.1M 5.1k 219.39
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.5 $983k 50k 19.88
Ishares Tr Esg Select Scre (XVV) 0.5 $921k 19k 47.68
Spdr Gold Tr Gold Shs (GLD) 0.5 $903k 3.0k 304.86
Alphabet Cap Stk Cl C (GOOG) 0.5 $893k 5.0k 177.38
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $882k 14k 62.02
NVIDIA Corporation (NVDA) 0.5 $835k 5.3k 157.99
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $821k 16k 50.31
Dimensional Etf Trust Internatnal Val (DFIV) 0.4 $804k 19k 42.83
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $772k 7.1k 109.29
Ishares Tr Paris Aligned Cl (PABU) 0.4 $754k 11k 66.86
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $678k 11k 59.82
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $643k 15k 42.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $571k 1.2k 485.77
JPMorgan Chase & Co. (JPM) 0.2 $460k 1.6k 289.83
Packaging Corporation of America (PKG) 0.2 $441k 2.3k 188.45
Spdr Series Trust Bloomberg Short (BWZ) 0.2 $418k 15k 28.07
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $379k 2.8k 135.29
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $373k 13k 29.37
Relx Sponsored Adr (RELX) 0.2 $362k 6.7k 54.34
Ishares Tr National Mun Etf (MUB) 0.2 $359k 3.4k 104.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $329k 774.00 424.58
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $312k 5.1k 61.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $302k 547.00 551.79
Alphabet Cap Stk Cl A (GOOGL) 0.2 $290k 1.6k 176.24
Tesla Motors (TSLA) 0.1 $271k 852.00 317.66
Broadcom (AVGO) 0.1 $266k 963.00 275.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $251k 1.3k 194.23
Netflix (NFLX) 0.1 $248k 185.00 1339.13
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $242k 3.9k 61.90
Visa Com Cl A (V) 0.1 $238k 671.00 355.05
Procter & Gamble Company (PG) 0.1 $238k 1.5k 159.32
Select Sector Spdr Tr Technology (XLK) 0.1 $231k 912.00 253.23
Draftkings Com Cl A (DKNG) 0.1 $213k 5.0k 42.89
Sempra Energy (SRE) 0.1 $208k 2.7k 75.77
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $203k 8.5k 23.83