$125 Million is the total value of Future Financial Wealth Managment LLC's 577 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NAKD | Exit | NAKED BRAND GROUP LIMITED SHS NEWstock | $0 | – | -10,000 | -100.0% | -0.01% | – |
| MCF | Exit | CONTANGO OIL & GAS CO COM NEWstock | $0 | – | -10,000 | -100.0% | -0.04% | – |
| CDMO | Exit | AVID BIOSERVICES INC COMstock | $0 | – | -8,000 | -100.0% | -0.21% | – |
| MIC | Exit | MACQUARIE INFRASTRUCTURE CORP COMstock | $0 | – | -6,000 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-07
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.