Instuitional Investor - Future You Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Future You Wealth Llc |
| Portfolio Value | $156,113,114 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 93,094 | $52,309,355 | 33.51% | |
| 2. | Wisdomtree Trust | 181,519 | $14,407,169 | 9.23% | |
| 3. | Ishares Tr | 129,205 | $14,272,335 | 9.14% | |
| 4. | Vanguard Tax-Managed Fds | 279,042 | $14,183,646 | 9.09% | |
| 5. | Vanguard Index Fds | 40,324 | $11,172,390 | 7.16% |
