FUTURE YOU WEALTH LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, FUTURE YOU WEALTH LLC opened 8 positions, added to 14, reduced 9, sold out of 2 and left 7 unchanged. The largest increase in value was IVV (+$5,308,091); the largest decrease was PABU (-$690,278).
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2025-03-31 1,097; Shares 2025-06-30 8,636.
- VEA: Country of operation —; Class VAN FTSE DEV MKT; Shares 2025-03-31 279,042; Shares 2025-06-30 323,288.
- DLN: Country of operation —; Class US LARGECAP DIVD; Shares 2025-03-31 181,519; Shares 2025-06-30 190,803.
- CGCB: Country of operation —; Class CORE BOND ETF; Shares 2025-03-31 224,011; Shares 2025-06-30 255,289.
Two Form 13F-HR filings compared (SEC CIK 2055142): 2025-03-31 (filed 2025-05-02) and 2025-06-30 (filed 2025-07-31). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-03-31 | Shares 2025-06-30 | Share change | Value 2025-03-31 | Value 2025-06-30 | Value change |
|---|
VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 1,097 | 8,636 | +7,539 | $561,874 | $4,905,531 | +$4,343,657 |
|---|
VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 279,042 | 323,288 | +44,246 | $14,183,646 | $18,416,882 | +$4,233,236 |
|---|
DLN
WISDOMTREE TR | | US LARGECAP DIVD | 181,519 | 190,803 | +9,284 | $14,407,169 | $15,660,453 | +$1,253,284 |
|---|
CGCB
CAPITAL GRP FIXED INCM ETF T | | CORE BOND ETF | 224,011 | 255,289 | +31,278 | $5,887,012 | $6,714,114 | +$827,102 |
|---|
VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 51,081 | 62,620 | +11,539 | $2,311,900 | $3,095,039 | +$783,139 |
|---|
SHY
ISHARES TR | | 1 3 YR TREAS BD | 97,635 | 106,856 | +9,221 | $8,077,383 | $8,854,490 | +$777,107 |
|---|
EFA
ISHARES TR | | MSCI EAFE ETF | 10,203 | 18,063 | +7,860 | $833,891 | $1,596,839 | +$762,948 |
|---|
SHV
ISHARES TR | | SHORT TREAS BD | 129,205 | 134,271 | +5,066 | $14,272,335 | $14,826,329 | +$553,994 |
|---|
IJR
ISHARES TR | | CORE S&P SCP ETF | 4,241 | 7,060 | +2,819 | $443,435 | $771,587 | +$328,152 |
|---|
EEM
ISHARES TR | | MSCI EMG MKT ETF | 28,830 | 32,664 | +3,834 | $1,259,878 | $1,575,639 | +$315,761 |
|---|
HYG
ISHARES TR | | IBOXX HI YD ETF | 28,708 | 30,887 | +2,179 | $2,264,813 | $2,485,581 | +$220,768 |
|---|
IJH
ISHARES TR | | CORE S&P MCP ETF | 11,471 | 14,228 | +2,757 | $669,304 | $882,410 | +$213,106 |
|---|
TLT
ISHARES TR | | 20 YR TR BD ETF | 12,952 | 15,402 | +2,450 | $1,179,009 | $1,359,527 | +$180,518 |
|---|
QQQ
INVESCO QQQ TR | | UNIT SER 1 | 447 | 547 | +100 | $209,759 | $301,830 | +$92,071 |
|---|
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