$127 Million is the total value of Future Financial Wealth Managment LLC's 636 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
C | Exit | CITIGROUP INC COM NEWstock | $0 | – | -2,775 | -100.0% | -0.23% | – |
CCI | Exit | CROWN CASTLE INTL CORP NEW COMreit | $0 | – | -1,500 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD S&P 500 ETF | 12 | Q3 2023 | 7.8% |
PROCTER AND GAMBLE CO COM | 12 | Q3 2023 | 4.0% |
SPDR S&P 1500 Composite | 12 | Q3 2023 | 4.9% |
VANGUARD DIVIDEND APPRECIATION INDEX FUND | 12 | Q3 2023 | 4.5% |
APPLE INC COM | 12 | Q3 2023 | 4.1% |
SCHWAB US DIVIDEND EQUITY ETF | 12 | Q3 2023 | 4.1% |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 12 | Q3 2023 | 3.9% |
ALPHABET INC CAP STK CL C | 12 | Q3 2023 | 1.6% |
GLOBAL X MLP ETF | 12 | Q3 2023 | 1.5% |
VANECK VECTORS BDC INCOME ETF | 12 | Q3 2023 | 1.5% |
View Future Financial Wealth Managment LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2024-04-15 |
13F-HR | 2024-04-15 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-20 |
13F-HR | 2023-07-18 |
13F-HR | 2023-04-04 |
13F-HR | 2023-01-05 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-05 |
13F-HR | 2022-05-03 |
View Future Financial Wealth Managment LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.