FUTURE YOU WEALTH LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2024-12-31 to 2025-06-30, FUTURE YOU WEALTH LLC opened 11 positions, added to 30, reduced 14 and sold out of 4.
- Q2 2025: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 1,097.
- Q2 2025: Stock VEA; Country of operation —; Class VAN FTSE DEV MKT; Shares before 279,042.
- Q2 2025: Stock DLN; Country of operation —; Class US LARGECAP DIVD; Shares before 181,519.
- Q2 2025: Stock CGCB; Country of operation —; Class CORE BOND ETF; Shares before 224,011.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2055142), 2 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 1,097 | 8,636 | +7,539 | $561,874 | $4,905,531 | +$4,343,657 | 2025-07-31 |
|---|
| Q2 2025 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 279,042 | 323,288 | +44,246 | $14,183,646 | $18,416,882 | +$4,233,236 | 2025-07-31 |
|---|
| Q2 2025 | DLN
WISDOMTREE TR | | US LARGECAP DIVD | 181,519 | 190,803 | +9,284 | $14,407,169 | $15,660,453 | +$1,253,284 | 2025-07-31 |
|---|
| Q2 2025 | CGCB
CAPITAL GRP FIXED INCM ETF T | | CORE BOND ETF | 224,011 | 255,289 | +31,278 | $5,887,012 | $6,714,114 | +$827,102 | 2025-07-31 |
|---|
| Q2 2025 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 51,081 | 62,620 | +11,539 | $2,311,900 | $3,095,039 | +$783,139 | 2025-07-31 |
|---|
| Q2 2025 | SHY
ISHARES TR | | 1 3 YR TREAS BD | 97,635 | 106,856 | +9,221 | $8,077,383 | $8,854,490 | +$777,107 | 2025-07-31 |
|---|
| Q2 2025 | EFA
ISHARES TR | | MSCI EAFE ETF | 10,203 | 18,063 | +7,860 | $833,891 | $1,596,839 | +$762,948 | 2025-07-31 |
|---|
| Q2 2025 | SHV
ISHARES TR | | SHORT TREAS BD | 129,205 | 134,271 | +5,066 | $14,272,335 | $14,826,329 | +$553,994 | 2025-07-31 |
|---|
| Q2 2025 | IJR
ISHARES TR | | CORE S&P SCP ETF | 4,241 | 7,060 | +2,819 | $443,435 | $771,587 | +$328,152 | 2025-07-31 |
|---|
| Q2 2025 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 28,830 | 32,664 | +3,834 | $1,259,878 | $1,575,639 | +$315,761 | 2025-07-31 |
|---|
| Q2 2025 | HYG
ISHARES TR | | IBOXX HI YD ETF | 28,708 | 30,887 | +2,179 | $2,264,813 | $2,485,581 | +$220,768 | 2025-07-31 |
|---|
| Q2 2025 | IJH
ISHARES TR | | CORE S&P MCP ETF | 11,471 | 14,228 | +2,757 | $669,304 | $882,410 | +$213,106 | 2025-07-31 |
|---|
| Q2 2025 | TLT
ISHARES TR | | 20 YR TR BD ETF | 12,952 | 15,402 | +2,450 | $1,179,009 | $1,359,527 | +$180,518 | 2025-07-31 |
|---|
| Q2 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 447 | 547 | +100 | $209,759 | $301,830 | +$92,071 | 2025-07-31 |
|---|
| Q1 2025 | CGCB
CAPITAL GRP FIXED INCM ETF T | | CORE BOND ETF | 54,484 | 224,011 | +169,527 | $1,405,142 | $5,887,012 | +$4,481,870 | 2025-05-02 |
|---|
| Q1 2025 | IVV
ISHARES TR | | CORE S&P500 ETF | 83,055 | 93,094 | +10,039 | $48,892,924 | $52,309,355 | +$3,416,431 | 2025-05-02 |
|---|
| Q1 2025 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 227,132 | 279,042 | +51,910 | $10,861,486 | $14,183,646 | +$3,322,160 | 2025-05-02 |
|---|
| Q1 2025 | DLN
WISDOMTREE TR | | US LARGECAP DIVD | 144,200 | 181,519 | +37,319 | $11,217,345 | $14,407,169 | +$3,189,824 | 2025-05-02 |
|---|
| Q1 2025 | SHY
ISHARES TR | | 1 3 YR TREAS BD | 86,653 | 97,635 | +10,982 | $7,103,799 | $8,077,383 | +$973,584 | 2025-05-02 |
|---|
| Q1 2025 | SHV
ISHARES TR | | SHORT TREAS BD | 120,837 | 129,205 | +8,368 | $13,305,362 | $14,272,335 | +$966,973 | 2025-05-02 |
|---|
| Q1 2025 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 37,807 | 51,081 | +13,274 | $1,665,031 | $2,311,900 | +$646,869 | 2025-05-02 |
|---|
| Q1 2025 | TLT
ISHARES TR | | 20 YR TR BD ETF | 7,265 | 12,952 | +5,687 | $634,430 | $1,179,009 | +$544,579 | 2025-05-02 |
|---|
| Q1 2025 | HYG
ISHARES TR | | IBOXX HI YD ETF | 23,745 | 28,708 | +4,963 | $1,867,512 | $2,264,813 | +$397,301 | 2025-05-02 |
|---|
| Q1 2025 | VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 16,241 | 17,867 | +1,626 | $1,446,747 | $1,618,648 | +$171,901 | 2025-05-02 |
|---|
| Q1 2025 | IJR
ISHARES TR | | CORE S&P SCP ETF | 2,472 | 4,241 | +1,769 | $284,824 | $443,435 | +$158,611 | 2025-05-02 |
|---|
| Q1 2025 | ESGU
ISHARES TR | | ESG AWR MSCI USA | 1,789 | 3,109 | +1,320 | $230,397 | $379,055 | +$148,658 | 2025-05-02 |
|---|
| Q1 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 4,327 | 4,426 | +99 | $2,535,969 | $2,475,718 | -$60,251 | 2025-05-02 |
|---|
| Q1 2025 | IBIT
ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 7,371 | 7,437 | +66 | $391,032 | $348,126 | -$42,906 | 2025-05-02 |
|---|
| Q1 2025 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 982 | 1,097 | +115 | $529,438 | $561,874 | +$32,436 | 2025-05-02 |
|---|
| Q1 2025 | IEFA
ISHARES TR | | CORE MSCI EAFE | 2,978 | 3,014 | +36 | $209,294 | $228,009 | +$18,715 | 2025-05-02 |
|---|
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