Skip to content
Disclosery

13F-HR filed by FUTURE YOU WEALTH LLC

FUTURE YOU WEALTH LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-02, with 46 holding rows worth $156,113,114.

Accession
0001667731-25-000574
Filer
CIK 2055142
Filed
2025-05-02
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 46 entries on the cover page, a total value of $156,113,114 stated on the cover page (in dollars after the unit check, H1), rows summing to $156,113,114 with VALUE read as dollars as filed, 13F file number 028-25524. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS93,094$52,309,355dollars as filed
WISDOMTREE TR97717W307US LARGECAP DIVD181,519$14,407,169dollars as filed
iShares Short Treasury Bond ETF464288679SHS129,205$14,272,335dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS279,042$14,183,646dollars as filed
VTI922908769COM40,324$11,172,390dollars as filed
ISHARES TR464287457COM97,635$8,077,383dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y508CORE BOND ETF224,011$5,887,012dollars as filed
Vanguard Small-Cap Value ETF922908611SHS17,070$3,179,920dollars as filed
SPY78462F103SHS4,426$2,475,718dollars as filed
VWO922042858SHS51,081$2,311,900dollars as filed
ISHARES TR464288513IBOXX HI YD ETF28,708$2,264,813dollars as filed
Apple Inc037833100COM10,056$2,233,733dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 262,617$2,065,735dollars as filed
Microsoft Corp594918104COM4,710$1,767,993dollars as filed
Vanguard Real Estate922908553SHS17,867$1,618,648dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF28,830$1,259,878dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU23,466$1,208,264dollars as filed
ISHARES TR46428743220 YR TR BD ETF12,952$1,179,009dollars as filed
META PLATFORMS INC CL A30303M102COM1,779$1,025,344dollars as filed
ISHARES ESG SELECT SCREENED S&P 500 ETF46436E569ETF22,381$957,521dollars as filed
Amazon.com, Inc023135106COM4,789$911,155dollars as filed
SPDR GOLD TR78463V107GOLD SHS3,038$875,433dollars as filed
ISHARES TR464287465MSCI EAFE ETF10,203$833,891dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,022$784,587dollars as filed
Dimensional International Value ETF25434V807SHS18,775$738,984dollars as filed
ISHARES TR46436E411PARI ALI CLI ETF11,520$690,278dollars as filed
IJH464287507COM11,471$669,304dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE15,216$627,051dollars as filed
Vanguard S&P 500 ETF922908363COM1,097$561,874dollars as filed
NVIDIA Corp67066G104COM5,041$546,344dollars as filed
PACKAGING CORP AMER COM695156109Stock2,340$463,367dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS4,241$443,435dollars as filed
ISHARES TR464288414NATIONAL MUN ETF3,719$392,132dollars as filed
JPMorgan Chase & Co46625H100COM1,587$389,186dollars as filed
ISHARES TR46435G425COM3,109$379,055dollars as filed
IShares Bitcoin Trust Registered46438F101SHS7,437$348,126dollars as filed
RELX PLC SPONSORED ADR759530108ADR6,656$335,529dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE12,683$332,295dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK774$279,484dollars as filed
Procter & Gamble Co742718109COM1,509$257,164dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,605$248,211dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,293$243,291dollars as filed
Visa Inc92826C839COM671$235,159dollars as filed
ULTA BEAUTY INC COM90384S303Stock3,900$232,245dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS3,014$228,009dollars as filed
INVESCO QQQ TR46090E103COM447$209,759dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001667731-25-000574this filing2025-05-02acceptance time not in the bulk data set