FUTURE YOU WEALTH LLC
CIK 2055142 · Holdings on Dec 31, 2024 · First reported May 1, 2025
Top ten holdings
Q4 2024- IVV34.63%
- SHV9.42%
- VTI9.18%
- DLN7.94%
- VEA7.69%
- SHY5.03%
- VBR2.67%
- AAPL1.84%
- SPY1.80%
- DFAC1.53%
Share classes counted separately81.73%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $48.89M | 34.63% | 83.06K shares | Prior unavailable — | — | ↗▾ |
| 02 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $13.31M | 9.42% | 120.84K shares | Prior unavailable — | — | ↗▾ |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $12.96M | 9.18% | 44.73K shares | Prior unavailable — | — | ↗▾ |
| 04 | DLNWISDOMTREE US LARGECAP DIVIDUS LARGECAP DIVD View history and evidence | $11.22M | 7.94% | 144.20K shares | Prior unavailable — | — | ↗▾ |
| 05 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $10.86M | 7.69% | 227.13K shares | Prior unavailable — | — | ↗▾ |
| 06 | SHYISHARES 1-3 YEAR TREASURY BO1 3 YR TREAS BD View history and evidence | $7.10M | 5.03% | 86.65K shares | Prior unavailable — | — | ↗▾ |
| 07 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $3.77M | 2.67% | 19.03K shares | Prior unavailable — | — | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $2.60M | 1.84% | 10.37K shares | Prior unavailable — | — | ↗▾ |
| 09 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $2.54M | 1.80% | 4.33K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $2.17M | 1.53% | 62.62K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2055142 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-05-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 141199439
}Research all 47 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.