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

FUTURE YOU WEALTH LLC quarter change: USA ETF, New

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).

  • CGIC: Country of operation —; Class SHS; Shares 2025-03-31 0; Shares 2025-06-30 42,561.
  • GCC: Country of operation —; Class ENHNCD CMMDTY ST; Shares 2025-03-31 0; Shares 2025-06-30 49,468.
  • USFR: Country of operation —; Class FLOATNG RAT TREA; Shares 2025-03-31 0; Shares 2025-06-30 16,327.
  • PABU: Country of operation —; Class PARIS ALIGNED CL; Shares 2025-03-31 0; Shares 2025-06-30 11,270.

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.

StockCountry of operationClassShares 2025-03-31Shares 2025-06-30Share changeValue 2025-03-31Value 2025-06-30Value change
CGIC
CAPITAL GROUP INTERNATIONAL
SHS042,561+42,561$0$1,238,951+$1,238,951
GCC
WISDOMTREE TR
ENHNCD CMMDTY ST049,468+49,468$0$983,287+$983,287
USFR
WISDOMTREE TR
FLOATNG RAT TREA016,327+16,327$0$821,411+$821,411
PABU
ISHARES TR
PARIS ALIGNED CL011,270+11,270$0$753,512+$753,512
VGIT
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS011,341+11,341$0$678,422+$678,422
BWZ
SPDR SERIES TRUST
BLOOMBERG SHORT014,890+14,890$0$417,962+$417,962
XLK
SELECT SECTOR SPDR TR
TECHNOLOGY0912+912$0$230,946+$230,946
SCHB
SCHWAB STRATEGIC TR
US BRD MKT ETF08,516+8,516$0$202,945+$202,945

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