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:

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Alphabet Inc.

GOOGL|02079K305

Shares:1.6K

Value:$248.2K

% of Portfolio:0.2% ($248.2K/$156.1M)

464287598

IWD|464287598

Shares:1.3K

Value:$243.3K

% of Portfolio:0.2% ($243.3K/$156.1M)

VISA INC.

V|92826C839

Shares:671

Value:$235.2K

% of Portfolio:0.2% ($235.2K/$156.1M)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:3.9K

Value:$232.2K

% of Portfolio:0.1% ($232.2K/$156.1M)

46432F842

IEFA|46432F842

Shares:3.0K

Value:$228.0K

% of Portfolio:0.1% ($228.0K/$156.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:447

Value:$209.8K

% of Portfolio:0.1% ($209.8K/$156.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	1.6K	QoQ -0.18% (-3) YoY-	All Managers (Combined)	$248.2K	0.2% ($248.2K/$156.1M)	QoQ -18.46% (-$56.2K) YoY-
(IWDcusip464287598)	1.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$243.3K	0.2% ($243.3K/$156.1M)	QoQ +1.63% (+$3.9K) YoY-
VISA INC.(Vcusip92826C839)	671	QoQ NEW(+671) YoY-	All Managers (Combined)	$235.2K	0.2% ($235.2K/$156.1M)	QoQ NEW(+$235.2K) YoY-
Ulta Beauty, Inc.(ULTAcusip90384S303)	3.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$232.2K	0.1% ($232.2K/$156.1M)	QoQ +5.02% (+$11.1K) YoY-
(IEFAcusip46432F842)	3.0K	QoQ +1.20% (+36) YoY-	All Managers (Combined)	$228.0K	0.1% ($228.0K/$156.1M)	QoQ +8.94% (+$18.7K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	447	QoQ NEW(+447) YoY-	All Managers (Combined)	$209.8K	0.1% ($209.8K/$156.1M)	QoQ NEW(+$209.8K) YoY-