News + Filings Holdings
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Future Financial Wealth Managment LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD INDEX FUNDS
| VTV | Common | 21,927 | 21,927 | 3,115,827,000 | 3,115,827,000 | 3.28 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| OEF | STOCK | 14,910 | 14,910 | 3,087,265,000 | 3,087,265,000 | 3.25 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWF | Common | 11,172 | 11,172 | 3,074,311,000 | 3,074,311,000 | 3.24 | |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLV | Common | 10,874 | 10,874 | 1,443,306,000 | 1,443,306,000 | 1.52 | |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JQUA | ETF | 32,314 | 32,314 | 1,430,864,000 | 1,430,864,000 | 1.51 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| FNDX | Common | 24,754 | 24,754 | 1,425,088,000 | 1,425,088,000 | 1.50 | |
Hist
| 06/30/2023 |
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JPS INDUSTRIES INC
| JPST | Common | 23,501 | 23,501 | 1,178,340,000 | 1,178,340,000 | 1.24 | |
Hist
| 06/30/2023 |
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NIKE, Inc.
| NKE | Common | 3,895 | 3,895 | 429,891,000 | 429,891,000 | 0.45 | 0.00 |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 2,775 | 2,775 | 332,168,000 | 332,168,000 | 0.35 | |
Hist
| 06/30/2023 |
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UPDIKE LAWRENCE A
| PDI | COM | 17,686 | 17,686 | 331,613,000 | 331,613,000 | 0.35 | |
Hist
| 06/30/2023 |
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Walt Disney Co
| DIS | Common | 3,445 | 3,445 | 307,570,000 | 307,570,000 | 0.32 | 0.00 |
Hist
| 06/30/2023 |
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BLACKROCK CORPORATE HIGH YIELD FUND, INC.
| HYT | Common | 32,611 | 32,611 | 290,890,000 | 290,890,000 | 0.31 | |
Hist
| 06/30/2023 |
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US BANCORP \DE\
| USB | Common | 7,846 | 7,846 | 259,224,000 | 259,224,000 | 0.27 | 0.00 |
Hist
| 06/30/2023 |
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Nuveen Floating Rate Income Opportunity Fund
| JRO | Common | 30,487 | 30,487 | 237,799,000 | 237,799,000 | 0.25 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 552 | 552 | 233,507,000 | 233,507,000 | 0.25 | 0.00 |
Hist
| 06/30/2023 |
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Walmart Inc.
| WMT | Common | 1,450 | 1,450 | 227,911,000 | 227,911,000 | 0.24 | 0.00 |
Hist
| 06/30/2023 |
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AXCELIS TECHNOLOGIES INC
| ACLS | COMMON | 1,200 | 1,200 | 219,996,000 | 219,996,000 | 0.23 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB US LC ETF
| SCHX | ETF | 4,164 | 4,164 | 218,069,000 | 218,069,000 | 0.23 | |
Hist
| 06/30/2023 |
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GXO Logistics, Inc.
| GXO | COMMON STOCK | 3,435 | 3,435 | 215,787,000 | 215,787,000 | 0.23 | 0.00 |
Hist
| 06/30/2023 |
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MEDICAL PROPERTIES TRUST INC
| MPW | Common | 10,000 | 10,000 | 92,600,000 | 92,600,000 | 0.10 | |
Hist
| 06/30/2023 |
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