Future You Wealth LLC Portfolio
Invests via Future You Wealth LLC | Managed by Ryan Sterling, James Bashall, William Toczylowski
Invests via Future You Wealth LLC
Managed by Ryan Sterling, James Bashall, William Toczylowski
Automatically Tracked
Company Profile
Registered in the US, Future You Wealth LLC is a boutique wealth management and financial planning firm focused on retirement planning, investment advisory, and digital client tools for mass-affluent households. The firm offers discretionary portfolio management, goal-based planning, and fee-based advisory services, targeting long-term accumulation and retirement income strategies.
Registered in the US, Future You Wealth LLC is a boutique wealth management and financial planning firm focused on retirement planning, investment advisory, and digital client tools for mass-affluent households. The firm offers discretionary portfolio management, goal-based planning, and fee-based advisory services, targeting long-term accumulation and retirement income strategies.
Investment Philosophy & Strategy
Positions capital with a retirement-first, goal-based framework that prioritizes long-term accumulation and sustainable income. Portfolios are diversified, cost-conscious and tax-aware, blending passive and active sleeves, liability-driven glidepaths, and dynamic drawdown planning. Risk management emphasizes downside protection, systematic rebalancing, behavioral coaching, and fiduciary alignment. Growth is sought in durable, income-generating assets while digital tools and discretionary management drive scale and client adherence to plan.
Positions capital with a retirement-first, goal-based framework that prioritizes long-term accumulation and sustainable income. Portfolios are diversified, cost-conscious and tax-aware, blending passive and active sleeves, liability-driven glidepaths, and dynamic drawdown planning. Risk management emphasizes downside protection, systematic rebalancing, behavioral coaching, and fiduciary alignment. Growth is sought in durable, income-generating assets while digital tools and discretionary management drive scale and client adherence to plan.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.02%
Gain
Monthly
0%
Yearly
0.01%
Drawdown
22.95%
$216.09M
Equity
Holdings
$216.09M
Investment
$176.82M
$39.3M
Profit -$1.12M
Realized
$25,575.39
Unrealized
$39.27M
Dividends
$5.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.12M
Win %
79%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$1.35M
Win %
79%
This Month
Compared to last month
Gain
0.14%
Profit
$307,535.83
Win %
79%
This Year
Compared to last year
Gain
7.44%
Profit
$14.96M
Win %
79%
BRK-B Berkshire Hathaway Inc.
+1.71%
+$9,881.75 
SRE Sempra
+0.79%
+$2,026.86 
ULTA Ulta Beauty Inc.
+0.69%
+$12,912.67 
PG Procter & Gamble Co
+0.66%
+$1,500.46 
TLT iShares 20+ Year Treasury Bond ETF
+0.56%
+$7,238.94 
VNQ Vanguard Real Estate ETF
+0.52%
+$8,287.24 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.48%
+$5,688.82 
GLD SPDR Gold Shares
+0.45%
+$4,856.04 
JPM JPMorgan Chase & Co.
+0.44%
+$2,388.43 
DFUV Dimensional US Marketwide Value ETF
+0.24%
+$1,978.08 
CGCB Capital Group Core Bond ETF
+0.21%
+$14,040.9 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$1,247.51 
PKG Packaging Corporation of America
+0.08%
+$444.6 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$5,877.08 
SHV iShares Short Treasury Bond ETF
+0.04%
+$6,042.19 
IWD iShares Russell 1000 Value ETF
+0.04%
+$116.37 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$244.91 
NFLX Netflix, Inc.
-8.73%
-$12,006.5 
META Meta Platforms Inc Class A
-4.6%
-$54,554.74 
TSLA Tesla, Inc.
-2.86%
-$9,542.4 
DKNG DraftKings Inc.
-2.37%
-$2,935.84 
MSFT Microsoft Corp.
-2.36%
-$43,713.47 
GOOG Alphabet Inc
-2.13%
-$37,903.52 
GOOGL Alphabet Inc
-2.1%
-$12,222.35 
NVDA NVIDIA Corporation
-2.01%
-$21,973.12 
VWO Vanguard FTSE Emerging Markets ETF
-1.95%
-$71,856.45 
V Visa Inc. Class A
-1.78%
-$4,354.8 
IBIT iShares Bitcoin Trust
-1.64%
-$3,031.53 
EEM iShares MSCI Emerging Markets ETF
-1.53%
-$32,174.04 
XVV iShares ESG Screened S&P 500
-1.48%
-$16,421.15 
IWF iShares Russell 1000 Growth ETF
-1.44%
-$5,402.52 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$5,152.73 
XLK State Street Technology Select Sector SPDR ETF
-1.25%
-$4,031.04 
RELX Relx PLC Sponsored ADR
-1.1%
-$2,496 
AVGO Broadcom Inc.
-1.04%
-$3,736.44 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.96%
-$4,439.05 
PABU iShares Paris-Aligned Climate MSCI USA ETF
-0.91%
-$7,832.65 
CGIC Capital Group International Core Equity ETF
-0.89%
-$13,406.72 
ESGU iShares ESG Aware MSCI USA ETF
-0.73%
-$3,388 
EFA iShares MSCI EAFE ETF
-0.71%
-$13,276.31 
VOO Vanguard S&P 500 ETF
-0.69%
-$41,021 
IVV iShares Core S&P 500 ETF
-0.69%
-$480,503.92 
SCHB Schwab U.S. Broad Market ETF
-0.67%
-$1,659.77 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$20,459.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.64%
-$143,863.16 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$87,356.18 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$13,149.57 
IJR iShares Core S&P Small-Cap ETF
-0.44%
-$4,589 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$3,414.72 
DFIV Dimensional International Value ETF
-0.28%
-$2,910.12 
DFAT Dimensional US Targeted Value ETF
-0.27%
-$4,575.87 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
-0.24%
-$967.85 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$6,344.89 
AMZN Amazon.com Inc
-0.1%
-$1,318.98 
AAPL Apple Inc.
-0.07%
-$2,132.25 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.03%
-$617.74 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.02%
-$3,816.06 
MUB iShares National Muni Bond ETF
-0.02%
-$68.76 Events
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Dividends
Dividend Analysis
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| Trades 130 | Longs Won 92/130 70% | Profit Factor 47.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.3M |
| Average Win $436,272.38 | Best Trade (Jul 15) $13.93M | Sharpe Ratio -22.18 |
| Average Loss -$22,073.15 | Worst Trade (Jul 10) -$171,349.86 | Z-Score 9.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 6d | Expectancy $302,294.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
Hover over the desired column for a detailed explanation.
Returns
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