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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 %
102.05%
Top 10 Hldgs %
81.74%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$49.2M
2
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$13.3M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.1M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$11.5M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.05%
2 Communication Services 1.39%
3 Consumer Discretionary 1.32%
4 Financials 0.27%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$888B
$48.9M 34.63%
+83,055
New +$49.2M
SHV icon
2
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$13.3M 9.42%
+120,837
New +$13.3M
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$663B
$13M 9.18%
+44,729
New +$13.1M
DLN icon
4
WisdomTree US LargeCap Dividend Fund
DLN
$6.21B
$11.2M 7.94%
+144,200
New +$11.5M
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$226B
$10.9M 7.69%
+227,132
New +$11.4M
SHY icon
6
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$7.1M 5.03%
+86,653
New +$7.12M
VBR icon
7
Vanguard Small-Cap Value ETF
VBR
$36.7B
$3.77M 2.67%
+19,030
New +$3.91M
AAPL icon
8
Apple
AAPL
$4.66T
$2.6M 1.84%
+10,374
New +$2.44M
SPY icon
9
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$2.54M 1.8%
+4,327
New +$2.55M
DFAC icon
10
Dimensional US Core Equity 2 ETF
DFAC
$47.6B
$2.17M 1.53%
+62,617
New +$2.21M
MSFT icon
11
Microsoft
MSFT
$2.9T
$2.01M 1.43%
+4,779
New +$2.04M
HYG icon
12
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$1.87M 1.32%
+23,745
New +$1.89M
VWO icon
13
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$1.67M 1.18%
+37,807
New +$1.76M
VNQ icon
14
Vanguard Real Estate ETF
VNQ
$38.8B
$1.45M 1.02%
+16,241
New +$1.53M
CGCB icon
15
Capital Group Core Bond ETF
CGCB
$5.58B
$1.41M 1%
+54,484
New +$1.43M
DFAT icon
16
Dimensional US Targeted Value ETF
DFAT
$14.3B
$1.31M 0.93%
+23,466
New +$1.34M
EEM icon
17
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$1.22M 0.86%
+29,083
New +$1.29M
GLD icon
18
SPDR Gold Trust
GLD
$129B
$999K 0.71%
+4,125
New +$1.01M
META icon
19
Meta Platforms (Facebook)
META
$1.67T
$968K 0.69%
+1,654
New +$971K
XVV icon
20
iShares ESG Screened S&P 500 ETF
XVV
$649M
$920K 0.65%
+20,320
New +$924K
NVDA icon
21
NVIDIA
NVDA
$4.93T
$888K 0.63%
+6,615
New +$912K
AMZN icon
22
Amazon
AMZN
$2.66T
$847K 0.6%
+3,861
New +$790K
EFA icon
23
iShares MSCI EAFE ETF
EFA
$76.4B
$798K 0.56%
+10,548
New +$835K
PABU icon
24
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.47B
$749K 0.53%
+11,520
New +$748K
GOOG icon
25
Alphabet (Google) Class C
GOOG
$4.28T
$691K 0.49%
+3,630
New +$641K
1
2

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