Instuitional Investor - Future You Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Future You Wealth Llc |
| Portfolio Value | $184,101,992 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 92,851 | $57,617,446 | 31.3% | |
| 2. | Vanguard Tax-Managed Fds | 323,288 | $18,416,882 | 10% | |
| 3. | Wisdomtree Trust | 190,803 | $15,660,453 | 8.51% | |
| 4. | Ishares Tr | 134,271 | $14,826,329 | 8.05% | |
| 5. | Vanguard Index Fds | 37,173 | $11,297,500 | 6.14% |
