Future-You-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  null,
  "MUB",
  "META",
  "IJH",
  null,
  null,
  "MSFT",
  "DLN",
  "IJR",
  "IWD",
  null,
  null,
  "EEM",
  "IWF",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  "PKG",
  "IEFA",
  "RELX",
  "GLD",
  "VNQ",
  "VWO",
  null,
  "ULTA",
  "AMZN",
  null,
  "VEA",
  "VBR",
  "VOO",
  "V",
  "ESGU",
  null,
  "DFAX",
  "DFAC",
  "EFA",
  "QQQ",
  "GOOG",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 46
Total Value: 156113114
Accession Number: 0001667731-25-000574
Form Type: 13F-HR
CIK: future-you-wealth
Manager Name: Future-You-Wealth

Data Enrichment

76% identified

35 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

46 positions • $156.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:93.1K

Value:$52.3M

% of Portfolio:33.5% ($52.3M/$156.1M)

97717W307

DLN|97717W307

Shares:181.5K

Value:$14.4M

% of Portfolio:9.2% ($14.4M/$156.1M)

464288679

Shares:129.2K

Value:$14.3M

% of Portfolio:9.1% ($14.3M/$156.1M)

921943858

VEA|921943858

Shares:279.0K

Value:$14.2M

% of Portfolio:9.1% ($14.2M/$156.1M)

922908769

VTI|922908769

Shares:40.3K

Value:$11.2M

% of Portfolio:7.2% ($11.2M/$156.1M)

464287457

Shares:97.6K

Value:$8.1M

% of Portfolio:5.2% ($8.1M/$156.1M)

14020Y508

Shares:224.0K

Value:$5.9M

% of Portfolio:3.8% ($5.9M/$156.1M)

922908611

VBR|922908611

Shares:17.1K

Value:$3.2M

% of Portfolio:2.0% ($3.2M/$156.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:4.4K

Value:$2.5M

% of Portfolio:1.6% ($2.5M/$156.1M)

922042858

VWO|922042858

Shares:51.1K

Value:$2.3M

% of Portfolio:1.5% ($2.3M/$156.1M)

464288513

Shares:28.7K

Value:$2.3M

% of Portfolio:1.5% ($2.3M/$156.1M)

Apple Inc.

AAPL|037833100

Shares:10.1K

Value:$2.2M

% of Portfolio:1.4% ($2.2M/$156.1M)

25434V708

DFAC|25434V708

Shares:62.6K

Value:$2.1M

% of Portfolio:1.3% ($2.1M/$156.1M)

MICROSOFT CORP

MSFT|594918104

Shares:4.7K

Value:$1.8M

% of Portfolio:1.1% ($1.8M/$156.1M)

922908553

VNQ|922908553

Shares:17.9K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$156.1M)

464287234

EEM|464287234

Shares:28.8K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$156.1M)

25434V609

Shares:23.5K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$156.1M)

464287432

Shares:13.0K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$156.1M)

Meta Platforms, Inc.

META|30303M102

Shares:1.8K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$156.1M)

46436E569

Shares:22.4K

Value:$957.5K

% of Portfolio:0.6% ($957.5K/$156.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	93.1K	QoQ +12.08% (+10.0K) YoY-	All Managers (Combined)	$52.3M	33.5% ($52.3M/$156.1M)	QoQ +6.98% (+$3.4M) YoY-
(DLNcusip97717W307)	181.5K	QoQ +25.88% (+37.3K) YoY-	All Managers (Combined)	$14.4M	9.2% ($14.4M/$156.1M)	QoQ +28.43% (+$3.2M) YoY-
(cusip464288679)✕	129.2K	QoQ +6.92% (+8.4K) YoY-	All Managers (Combined)	$14.3M	9.1% ($14.3M/$156.1M)	QoQ +7.26% (+$967.0K) YoY-
(VEAcusip921943858)	279.0K	QoQ +22.85% (+51.9K) YoY-	All Managers (Combined)	$14.2M	9.1% ($14.2M/$156.1M)	QoQ +30.58% (+$3.3M) YoY-
(VTIcusip922908769)	40.3K	QoQ -9.84% (-4.4K) YoY-	All Managers (Combined)	$11.2M	7.2% ($11.2M/$156.1M)	QoQ -13.81% (-$1.8M) YoY-
(cusip464287457)✕	97.6K	QoQ +12.67% (+11.0K) YoY-	All Managers (Combined)	$8.1M	5.2% ($8.1M/$156.1M)	QoQ +13.70% (+$973.6K) YoY-
(cusip14020Y508)✕	224.0K	QoQ +311.15% (+169.5K) YoY-	All Managers (Combined)	$5.9M	3.8% ($5.9M/$156.1M)	QoQ +318.96% (+$4.5M) YoY-
(VBRcusip922908611)	17.1K	QoQ -10.29% (-2.0K) YoY-	All Managers (Combined)	$3.2M	2.0% ($3.2M/$156.1M)	QoQ -15.68% (-$591.5K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	4.4K	QoQ +2.28% (-99) YoY-	All Managers (Combined)	$2.5M	1.6% ($2.5M/$156.1M)	QoQ -2.37% (-$60.3K) YoY-
(VWOcusip922042858)	51.1K	QoQ +35.10% (+13.3K) YoY-	All Managers (Combined)	$2.3M	1.5% ($2.3M/$156.1M)	QoQ +38.85% (+$646.9K) YoY-
(cusip464288513)✕	28.7K	QoQ +20.90% (+5.0K) YoY-	All Managers (Combined)	$2.3M	1.5% ($2.3M/$156.1M)	QoQ +21.27% (+$397.3K) YoY-
Apple Inc.(AAPLcusip037833100)	10.1K	QoQ -3.06% (-318) YoY-	All Managers (Combined)	$2.2M	1.4% ($2.2M/$156.1M)	QoQ -14.02% (-$364.2K) YoY-
(DFACcusip25434V708)	62.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.1M	1.3% ($2.1M/$156.1M)	QoQ -4.62% (-$100.2K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	4.7K	QoQ -1.44% (-69) YoY-	All Managers (Combined)	$1.8M	1.1% ($1.8M/$156.1M)	QoQ -12.22% (-$246.3K) YoY-
(VNQcusip922908553)	17.9K	QoQ +10.01% (+1.6K) YoY-	All Managers (Combined)	$1.6M	1.0% ($1.6M/$156.1M)	QoQ +11.88% (+$171.9K) YoY-
(EEMcusip464287234)	28.8K	QoQ -0.86% (-253) YoY-	All Managers (Combined)	$1.3M	0.8% ($1.3M/$156.1M)	QoQ +3.58% (-$43.6K) YoY-
(cusip25434V609)✕	23.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$156.1M)	QoQ -7.49% (-$97.9K) YoY-
(cusip464287432)✕	13.0K	QoQ +78.27% (+5.7K) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$156.1M)	QoQ +85.83% (+$544.6K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	1.8K	QoQ +7.55% (+125) YoY-	All Managers (Combined)	$1.0M	0.7% ($1.0M/$156.1M)	QoQ +5.87% (+$56.9K) YoY-
(cusip46436E569)✕	22.4K	QoQ +10.14% (+2.1K) YoY-	All Managers (Combined)	$957.5K	0.6% ($957.5K/$156.1M)	QoQ +4.02% (+$37.1K) YoY-