FUTURE YOU WEALTH LLC historic quarter change: USA ETF, Reduced
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 IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 93,094.
- Q2 2025: Stock VNQ; Country of operation —; Class REAL ESTATE ETF; Shares before 17,867.
- Q2 2025: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 40,324.
- Q2 2025: Stock SPY; Country of operation —; Class TR UNIT; Shares before 4,426.
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 | IVV
ISHARES TR | | CORE S&P500 ETF | 93,094 | 92,851 | -243 | $52,309,355 | $57,617,446 | +$5,308,091 | 2025-07-31 |
|---|
| Q2 2025 | VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 17,867 | 15,937 | -1,930 | $1,618,648 | $1,419,209 | -$199,439 | 2025-07-31 |
|---|
| Q2 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 40,324 | 37,173 | -3,151 | $11,172,390 | $11,297,500 | +$125,110 | 2025-07-31 |
|---|
| Q2 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 4,426 | 4,125 | -301 | $2,475,718 | $2,548,742 | +$73,024 | 2025-07-31 |
|---|
| Q2 2025 | VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 17,070 | 16,063 | -1,007 | $3,179,920 | $3,127,874 | -$52,046 | 2025-07-31 |
|---|
| Q2 2025 | XVV
ISHARES TR | | ESG SELECT SCRE | 22,381 | 19,319 | -3,062 | $957,521 | $921,169 | -$36,352 | 2025-07-31 |
|---|
| Q2 2025 | IBIT
ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 7,437 | 5,095 | -2,342 | $348,126 | $311,865 | -$36,261 | 2025-07-31 |
|---|
| Q2 2025 | MUB
ISHARES TR | | NATIONAL MUN ETF | 3,719 | 3,438 | -281 | $392,132 | $359,202 | -$32,930 | 2025-07-31 |
|---|
| Q2 2025 | ESGU
ISHARES TR | | ESG AWR MSCI USA | 3,109 | 2,800 | -309 | $379,055 | $378,824 | -$231 | 2025-07-31 |
|---|
| Q1 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 44,729 | 40,324 | -4,405 | $12,962,980 | $11,172,390 | -$1,790,590 | 2025-05-02 |
|---|
| Q1 2025 | VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 19,030 | 17,070 | -1,960 | $3,771,398 | $3,179,920 | -$591,478 | 2025-05-02 |
|---|
| Q1 2025 | MUB
ISHARES TR | | NATIONAL MUN ETF | 5,431 | 3,719 | -1,712 | $578,627 | $392,132 | -$186,495 | 2025-05-02 |
|---|
| Q1 2025 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 29,083 | 28,830 | -253 | $1,216,261 | $1,259,878 | +$43,617 | 2025-05-02 |
|---|
| Q1 2025 | EFA
ISHARES TR | | MSCI EAFE ETF | 10,548 | 10,203 | -345 | $797,534 | $833,891 | +$36,357 | 2025-05-02 |
|---|
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