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FUTURE YOU WEALTH LLC Historic Quarter Change: USA ETF, New

FUTURE YOU WEALTH LLC historic quarter change: USA ETF, New

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 CGIC; Country of operation —; Class SHS; Shares before 0.
  • Q2 2025: Stock GCC; Country of operation —; Class ENHNCD CMMDTY ST; Shares before 0.
  • Q2 2025: Stock USFR; Country of operation —; Class FLOATNG RAT TREA; Shares before 0.
  • Q2 2025: Stock PABU; Country of operation —; Class PARIS ALIGNED CL; Shares before 0.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2025CGIC
CAPITAL GROUP INTERNATIONAL
SHS042,561+42,561$0$1,238,951+$1,238,9512025-07-31
Q2 2025GCC
WISDOMTREE TR
ENHNCD CMMDTY ST049,468+49,468$0$983,287+$983,2872025-07-31
Q2 2025USFR
WISDOMTREE TR
FLOATNG RAT TREA016,327+16,327$0$821,411+$821,4112025-07-31
Q2 2025PABU
ISHARES TR
PARIS ALIGNED CL011,270+11,270$0$753,512+$753,5122025-07-31
Q2 2025VGIT
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS011,341+11,341$0$678,422+$678,4222025-07-31
Q2 2025BWZ
SPDR SERIES TRUST
BLOOMBERG SHORT014,890+14,890$0$417,962+$417,9622025-07-31
Q2 2025XLK
SELECT SECTOR SPDR TR
TECHNOLOGY0912+912$0$230,946+$230,9462025-07-31
Q2 2025SCHB
SCHWAB STRATEGIC TR
US BRD MKT ETF08,516+8,516$0$202,945+$202,9452025-07-31
Q1 2025XVV
ISHARES TR
ESG SELECT SCRE022,381+22,381$0$957,521+$957,5212025-05-02
Q1 2025IJH
ISHARES TR
CORE S&P MCP ETF011,471+11,471$0$669,304+$669,3042025-05-02
Q1 2025QQQ
INVESCO QQQ TR
UNIT SER 10447+447$0$209,759+$209,7592025-05-02

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