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FYW
Future You Wealth Portfolio holdings
AUM
$184M
This Fund
S&P 500
This Quarter
Est. Return
+0.27%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$144M
Cap. Flow
% of AUM
102.05%
Top 10 Holdings %
Top 10 Hldgs %
81.74%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$49.2M |
| 2 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$13.3M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$13.1M |
| 4 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$11.5M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$11.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 92.39% |
| 2 | Technology | 4.05% |
| 3 | Communication Services | 1.39% |
| 4 | Consumer Discretionary | 1.32% |
| 5 | Financials | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
iShares Core S&P 500 ETF
IVV
$897B
| $48.9M | 34.63% |
+83,055
| New | +$49.2M |
2024 Q4
0 quarters
|
|
|
2
iShares 0-1 Year Treasury Bond ETF
SHV
$23.5B
| $13.3M | 9.42% |
+120,837
| New | +$13.3M |
2024 Q4
0 quarters
|
|
|
3
Vanguard Morningstar Total Stock Market ETF
VTI
$703B
| $13M | 9.18% |
+44,729
| New | +$13.1M |
2024 Q4
0 quarters
|
|
|
4
WisdomTree US LargeCap Dividend Fund
DLN
$6.3B
| $11.2M | 7.94% |
+144,200
| New | +$11.5M |
2024 Q4
0 quarters
|
|
|
5
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $10.9M | 7.69% |
+227,132
| New | +$11.4M |
2024 Q4
0 quarters
|
|
6
iShares 1-3 Year Treasury Bond ETF
SHY
$26.8B
| $7.1M | 5.03% |
+86,653
| New | +$7.12M |
2024 Q4
0 quarters
|
|
7
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.7B
| $3.77M | 2.67% |
+19,030
| New | +$3.91M |
2024 Q4
0 quarters
|
|
8
Apple
AAPL
$4.98T
| $2.6M | 1.84% |
+10,374
| New | +$2.44M |
2024 Q4
0 quarters
|
|
9
State Street SPDR S&P 500 ETF Trust
SPY
$822B
| $2.54M | 1.8% |
+4,327
| New | +$2.55M |
2024 Q4
0 quarters
|
|
10
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
$49.4B
| $2.17M | 1.53% |
+62,617
| New | +$2.21M |
2024 Q4
0 quarters
|
|
11
Microsoft
MSFT
$4.02T
| $2.01M | 1.43% |
+4,779
| New | +$2.04M |
2024 Q4
0 quarters
|
|
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $1.87M | 1.32% |
+23,745
| New | +$1.89M |
2024 Q4
0 quarters
|
|
13
Vanguard FTSE Emerging Markets ETF
VWO
$126B
| $1.67M | 1.18% |
+37,807
| New | +$1.76M |
2024 Q4
0 quarters
|
|
14
Vanguard Real Estate ETF
VNQ
$36.6B
| $1.45M | 1.02% |
+16,241
| New | +$1.53M |
2024 Q4
0 quarters
|
|
15
Capital Group Core Bond ETF
CGCB
$6.46B
| $1.41M | 1% |
+54,484
| New | +$1.43M |
2024 Q4
0 quarters
|
|
16
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
$13.9B
| $1.31M | 0.93% |
+23,466
| New | +$1.34M |
2024 Q4
0 quarters
|
|
17
iShares MSCI Emerging Markets ETF
EEM
$30.7B
| $1.22M | 0.86% |
+29,083
| New | +$1.29M |
2024 Q4
0 quarters
|
|
18
SPDR Gold Trust
GLD
$141B
| $999K | 0.71% |
+4,125
| New | +$1.01M |
2024 Q4
0 quarters
|
|
19
Meta Platforms (Facebook)
META
$1.89T
| $968K | 0.69% |
+1,654
| New | +$971K |
2024 Q4
0 quarters
|
|
20
iShares ESG Screened S&P 500 ETF
XVV
$690M
| $920K | 0.65% |
+20,320
| New | +$924K |
2024 Q4
0 quarters
|
|
21
NVIDIA
NVDA
$5.46T
| $888K | 0.63% |
+6,615
| New | +$912K |
2024 Q4
0 quarters
|
|
22
Amazon
AMZN
$2.8T
| $847K | 0.6% |
+3,861
| New | +$790K |
2024 Q4
0 quarters
|
|
23
iShares MSCI EAFE ETF
EFA
$76.5B
| $798K | 0.56% |
+10,548
| New | +$835K |
2024 Q4
0 quarters
|
|
24
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.52B
| $749K | 0.53% |
+11,520
| New | +$748K |
2024 Q4
0 quarters
|
|
25
Alphabet (Google) Class C
GOOG
$4.27T
| $691K | 0.49% |
+3,630
| New | +$641K |
2024 Q4
0 quarters
|
|
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Future You Wealth's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Future You Wealth, which disclosed 47 positions worth $141M. Its ten largest holdings account for 82% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 83,055 shares worth $48.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 92% of assets, followed by Technology and Communication Services.
- Future You Wealth's largest Q4 2024 buy was iShares Core S&P 500 ETF: 83,055 shares worth $48.9M.
- Future You Wealth's ten largest holdings make up 82% of its $141M portfolio in Q4 2024.
- Future You Wealth disclosed 47 positions in Q4 2024, its first 13F filing on record.
Based on Future You Wealth's 13F filing for Q4 2024, filed 1 May 2025.