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CIK: 0002055142
Total reported value
$184.1M
$184.1M
47 檔
52.8%
During the Q4 2024 filing period, Future You Wealth LLC (CIK: 0002055142) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $184.1M across 47 reported positions.
During Q4 2024, Future You Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 34.63% | — | — | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 9.42% | — | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.18% | — | — | |
| 4 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 7.94% | — | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.69% | — | — | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 5.03% | — | — | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.67% | — | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.84% | — | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.80% | — | — | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.53% | — | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | — | — | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.32% | — | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.18% | — | — | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.02% | — | — | |
| 15 | CGCB | Cap Group Core Bond | ETF-Other | 1.00% | — | — | |
| 16 | DFAT | Dimensional US Target Value | ETF-Other | 0.93% | — | — | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.86% | — | — | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 0.71% | — | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | — | — | |
| 20 | XVV | Ishares Esg Select Screened | ETF-Other | 0.65% | — | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | — | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | — | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.56% | — | — | |
| 24 | PABU | Ishr Par-alnd Clim Opt Mue-u | ETF-Other | 0.53% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | — | — | |
| 26 | DFIV | Dimensional International Va | ETF-Other | 0.47% | — | — | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.45% | — | — | |
| 28 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.44% | — | — | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.41% | — | — | |
| 30 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.38% | — | — | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | — | — | |
| 32 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.28% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | — | — | |
| 34 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.22% | — | — | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | — | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | — | — | |
| 37 | RELX | Relx PLC - Spon Adr | Stock-Industrials | 0.21% | — | — | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.20% | — | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | — | — | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | — | — | |
| 41 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.17% | — | — | |
| 42 | SRE | Sempra | Stock-Utilities | 0.17% | — | — | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.17% | — | — | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.16% | — | — | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.16% | — | — | |
| 46 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.16% | — | — | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.15% | — | — |
According to official SEC Form 13F filings, Future You Wealth LLC reported a total U.S. public equity portfolio value of $184.1M across 47 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SHV, VTI) accounted for 52.8% of total reported equity market value during Q4 2024.
During Q4 2024, Future You Wealth LLC's top holdings by market value included IVV (34.6%)、SHV (9.4%)、VTI (9.2%). The largest single position, IVV, represented 34.6% of total portfolio value.
In Q4 2024, Future You Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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