StockDriftsStockDriftsTop 50 Future You Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 31.3% | 92.9K | $57.6M | — | — | — | 2025-06-30 |
| VEA | VANGUARD TAX-MANAGED FDS | 10% | 323.3K | $18.4M | — | — | — | 2025-06-30 |
| DLN | WISDOMTREE TR | 8.51% | 190.8K | $15.7M | — | — | — | 2025-06-30 |
| SHV | ISHARES TR | 8.05% | 134.3K | $14.8M | — | — | — | 2025-06-30 |
| VTI | VANGUARD INDEX FDS | 6.14% | 37.2K | $11.3M | — | — | — | 2025-06-30 |
| SHY | ISHARES TR | 4.81% | 106.9K | $8.9M | — | — | — | 2025-06-30 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 3.65% | 255.3K | $6.7M | — | — | — | 2025-06-30 |
| VOO | VANGUARD INDEX FDS | 2.66% | 8.6K | $4.9M | — | — | — | 2025-06-30 |
| VBR | VANGUARD INDEX FDS | 1.7% | 16.1K | $3.1M | — | — | — | 2025-06-30 |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.68% | 62.6K | $3.1M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +30.89% | +6.96% |
| Top 20 Holdings Unweighted | +33.50% | +7.49% |
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