$127 Million is the total value of Future Financial Wealth Managment LLC's 662 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-06
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.