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Disclosed positions
FUTURE YOU WEALTH LLC: source evidence dated 2025-08-01T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $57,617,446
- Reported amount
- 92,851
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001667731-25-001024Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IVV | CORE S&P500 ETF | $57,617,446 | 92,851 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $18,416,882 | 323,288 | SH | None |
| WISDOMTREE TR | DLN | US LARGECAP DIVD | $15,660,453 | 190,803 | SH | None |
| ISHARES TR | SHV | SHORT TREAS BD | $14,826,329 | 134,271 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $11,297,500 | 37,173 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $8,854,490 | 106,856 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGCB | CORE BOND ETF | $6,714,114 | 255,289 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $4,905,531 | 8,636 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $3,127,874 | 16,063 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $3,095,039 | 62,620 | SH | None |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $2,548,742 | 4,125 | SH | None |
| ISHARES TR | HYG | IBOXX HI YD ETF | $2,485,581 | 30,887 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,295,911 | 4,616 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US CORE EQUITY 2 | $2,244,193 | 62,617 | SH | None |
| APPLE INC | AAPL | COM | $2,034,715 | 9,917 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $1,596,839 | 18,063 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $1,575,639 | 32,664 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $1,419,209 | 15,937 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $1,359,527 | 15,402 | SH | None |
| META PLATFORMS INC | META | CL A | $1,316,753 | 1,784 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $1,266,225 | 23,466 | SH | None |
| CAPITAL GROUP INTERNATIONAL | CGIC | SHS | $1,238,951 | 42,561 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,112,965 | 5,073 | SH | None |
| WISDOMTREE TR | GCC | ENHNCD CMMDTY ST | $983,287 | 49,468 | SH | None |
| ISHARES TR | XVV | ESG SELECT SCRE | $921,169 | 19,319 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $902,689 | 2,961 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $892,742 | 5,033 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $882,410 | 14,228 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $834,503 | 5,282 | SH | None |
| WISDOMTREE TR | USFR | FLOATNG RAT TREA | $821,411 | 16,327 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $804,133 | 18,775 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $771,587 | 7,060 | SH | None |
| ISHARES TR | PABU | PARIS ALIGNED CL | $753,512 | 11,270 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $678,422 | 11,341 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $643,332 | 15,216 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $570,780 | 1,175 | SH | None |
| JPMORGAN CHASE & CO. | JPM | COM | $459,962 | 1,587 | SH | None |
| PACKAGING CORP AMER | PKG | COM | $440,973 | 2,340 | SH | None |
| SPDR SERIES TRUST | BWZ | BLOOMBERG SHORT | $417,962 | 14,890 | SH | None |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $378,824 | 2,800 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $372,500 | 12,683 | SH | None |
| RELX PLC | RELX | SPONSORED ADR | $361,687 | 6,656 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $359,202 | 3,438 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $328,625 | 774 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $311,865 | 5,095 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $301,830 | 547 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $289,914 | 1,645 | SH | None |
| TESLA INC | TSLA | COM | $270,646 | 852 | SH | None |
| BROADCOM INC | AVGO | COM | $265,451 | 963 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $251,139 | 1,293 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.