FUTURE YOU WEALTH LLC
CIK 2055142 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $184.1M
- Posisi
- 58
- Per tanggal
- 30 Juni 2025 Data per Q2 2025
#6.723 dari 9.443 berdasarkan nilai 13F · top 71.2%
Nilai portofolio QoQ: +17.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 78,50%
- Bobot 25 kepemilikan teratas
- 91,75%
- Posisi di atas 1%
- 15
- Jumlah posisi efektif
- 7,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2025: 1,39% Perkiraan pembelian $18.550.060 · penjualan $2.368.912
- Posisi baru
- 13
- Meningkat
- 20
- Menurun
- 14
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
2,9%
Communication Services
1,5%
Retail
0,7%
Consumer Discretionary
0,3%
Financials
0,2%
Packaging
0,2%
Industrials
0,2%
Financial Services
0,1%
Consumer products
0,1%
Utilities
0,1%
Lainnya/Tidak terpetakan
93,5%
Portofolio lengkap 58 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $57.617.446 | 31,30% | 92.851 | $5.308.091 | Turun ×1 | ||
| VEA | $18.416.882 | 10,00% | 323.288 | $4.233.236 | Naik ×2 | ||
| DLN | $15.660.453 | 8,51% | 190.803 | $1.253.284 | Naik ×2 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $14.826.329 | 8,05% | 134.271 | $553.994 | Naik ×2 | ||
| VTI | $11.297.500 | 6,14% | 37.173 | $125.110 | Turun ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $8.854.490 | 4,81% | 106.856 | $777.107 | Naik ×2 | ||
| CGCB | $6.714.114 | 3,65% | 255.289 | $827.102 | Naik ×2 | ||
| VOO | $4.905.531 | 2,66% | 8.636 | $4.343.657 | Naik ×2 | ||
| VBR | $3.127.874 | 1,70% | 16.063 | $-52.046 | Turun ×2 | ||
| VWO | $3.095.039 | 1,68% | 62.620 | $783.139 | Naik ×2 | ||
| SPY SPY | $2.548.742 | 1,38% | 4.125 | $73.024 | Turun ×1 | ||
| HYG | $2.485.581 | 1,35% | 30.887 | $220.768 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2.295.911 | 1,25% | 4.616 | $527.918 | Turun ×2 | ||
| DFAC | $2.244.193 | 1,22% | 62.617 | $178.458 | |||
| AAPL Apple Inc. - Common Stock | $2.034.715 | 1,11% | 9.917 | $-199.018 | Turun ×2 | ||
| EFA | $1.596.839 | 0,87% | 18.063 | $762.948 | Naik ×1 | ||
| EEM | $1.575.639 | 0,86% | 32.664 | $315.761 | Naik ×1 | ||
| VNQ | $1.419.209 | 0,77% | 15.937 | $-199.439 | Turun ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $1.359.527 | 0,74% | 15.402 | $180.518 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.316.753 | 0,72% | 1.784 | $291.409 | Naik ×2 | ||
| DFAT | $1.266.225 | 0,69% | 23.466 | $57.961 | |||
| CGIC | $1.238.951 | 0,67% | 42.561 | Naik ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1.112.965 | 0,60% | 5.073 | $201.810 | Naik ×2 | ||
| GCC | $983.287 | 0,53% | 49.468 | Naik ×1 | |||
| XVV | $921.169 | 0,50% | 19.319 | $-36.352 | Turun ×1 | ||
| GLD | $902.689 | 0,49% | 2.961 | $27.256 | Turun ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $892.742 | 0,48% | 5.033 | $108.155 | Naik ×2 | ||
| IJH | $882.410 | 0,48% | 14.228 | $213.106 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $834.503 | 0,45% | 5.282 | $288.159 | Naik ×1 | ||
| USFR | $821.411 | 0,45% | 16.327 | Naik ×1 | |||
| DFIV | $804.133 | 0,44% | 18.775 | $65.149 | |||
| IJR | $771.587 | 0,42% | 7.060 | $328.152 | Naik ×2 | ||
| PABU iShares Paris-Aligned Climate Optimized MSCI USA ETF | $753.512 | 0,41% | 11.270 | $63.234 | Turun ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $678.422 | 0,37% | 11.341 | Naik ×1 | |||
| DFUV | $643.332 | 0,35% | 15.216 | $16.281 | |||
| BRKB | $570.780 | 0,31% | 1.175 | Naik ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $459.962 | 0,25% | 1.587 | $70.776 | |||
| PKG Packaging Corporation of America Common Stock | $440.973 | 0,24% | 2.340 | $-22.394 | |||
| BWZ | $417.962 | 0,23% | 14.890 | Naik ×1 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $378.824 | 0,21% | 2.800 | $-231 | Turun ×1 | ||
| DFAX | $372.500 | 0,20% | 12.683 | $40.205 | |||
| RELX RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) | $361.687 | 0,20% | 6.656 | $26.158 | |||
| MUB | $359.202 | 0,20% | 3.438 | $-32.930 | Turun ×2 | ||
| IWF | $328.625 | 0,18% | 774 | $49.141 | |||
| IBIT iShares Bitcoin Trust ETF | $311.865 | 0,17% | 5.095 | $-36.261 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $301.830 | 0,16% | 547 | $92.071 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $289.914 | 0,16% | 1.645 | $41.703 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $270.646 | 0,15% | 852 | ||||
| AVGO Broadcom Inc. - Common Stock | $265.451 | 0,14% | 963 | Naik ×1 | |||
| IWD | $251.139 | 0,14% | 1.293 | $7.848 | |||
| NFLX Netflix, Inc. - Common Stock | $247.739 | 0,13% | 185 | Naik ×1 | |||
| ULTA Ulta Beauty, Inc. - Common Stock | $241.838 | 0,13% | 3.907 | $9.593 | Naik ×1 | ||
| V Visa Inc. | $238.239 | 0,13% | 671 | $3.080 | |||
| PG Procter & Gamble Company (The) Common Stock | $237.865 | 0,13% | 1.493 | $-19.299 | Turun ×2 | ||
| XLK XLK | $230.946 | 0,13% | 912 | Naik ×1 | |||
| DKNG DraftKings Inc. - Class A Common Stock | $213.421 | 0,12% | 4.976 | Naik ×1 | |||
| SRE DBA Sempra Common Stock | $207.534 | 0,11% | 2.739 | ||||
| SCHB | $202.945 | 0,11% | 8.516 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| CGIC | $1.238.951 | 42.561 | 0,67% |
| GCC | $983.287 | 49.468 | 0,53% |
| USFR | $821.411 | 16.327 | 0,45% |
| VGIT | $678.422 | 11.341 | 0,37% |
| BRKB | $570.780 | 1.175 | 0,31% |
| BWZ | $417.962 | 14.890 | 0,23% |
| TSLA | $270.646 | 852 | 0,15% |
| AVGO | $265.451 | 963 | 0,14% |
| NFLX | $247.739 | 185 | 0,13% |
| XLK | $230.946 | 912 | 0,13% |
| DKNG | $213.421 | 4.976 | 0,12% |
| SRE | $207.534 | 2.739 | 0,11% |
| SCHB | $202.945 | 8.516 | 0,11% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Dipangkas | -243 | +$5.3M |
| VEA | Beli lebih banyak | +44K | +$4.2M |
| DLN | Beli lebih banyak | +9K | +$1.3M |
| CGCB | Beli lebih banyak | +31K | +$827K |
| VWO | Beli lebih banyak | +12K | +$783K |
| SHY | Beli lebih banyak | +9K | +$777K |
| EFA | Beli lebih banyak | +8K | +$763K |
| SHV | Beli lebih banyak | +5K | +$554K |
| MSFT | Dipangkas | -94 | +$528K |
| IJR | Beli lebih banyak | +3K | +$328K |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.