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Future Financial Wealth Managment

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
812245225

Investment data

Data from SEC filings
Top 50 of 102 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$4.85M 49.15K 49.15K 0
$4.62M 96.34K 96.34K 0
$4.41M 41.23K 41.23K 0
$4.39M 115.87K 115.87K 0
$3.9M 81.93K 81.93K 0
$3.85M 14.57K 14.57K 0
$3.79M 71.61K 71.61K 0
$3.54M 131.6K 131.6K 0
$3.11M 23.08K 23.08K 0
$2.71M 49.97K 49.97K 0
John Hancock Multifactor Mid Cap Etf
$2.46M 47.37K 47.37K 0
$2.3M 33.76K 33.76K 0
$1.89M 22.04K 22.04K 0
$1.89M 41.52K 41.52K 0
Nuveen Esg Small-cap Etf
$1.77M 39.18K 39.18K 0
SPDR SSGA US Sector Rotation ETF
$1.7M 38.23K 38.23K 0
Vanguard Dividend Appreciation Index Fund
$1.65M 10.68K 10.68K 0
$1.56M 11.42K 11.42K 0
$1.42M 67.63K 67.63K 0
$1.33M 531 531 0
$1.22M 21.7K 21.7K 0
$1.22M 9.31K 9.31K 0
$1.1M 6.7K 6.7K 0
$1.07M 13.28K 13.28K 0
$1.07M 25.24K 25.24K 0
$1.04M 6.71K 6.71K 0
$1.01M 33.87K 33.87K 0
$988K 8.77K 8.77K 0
$960K 7.36K 7.36K 0
$924K 3.41K 3.41K 0
$917K 18.21K 18.21K 0
$883K 36.06K 36.06K 0
$872K 10.45K 10.45K 0
T Rowe Price Dividend Growth ETF
$835K 26.35K 26.35K 0
$818K 55.05K 55.05K 0
$804K 10.81K 10.81K 0
$804K 27.93K 27.93K 0
$796K 8.27K 8.27K 0
$778K 166.85K 166.85K 0
$776K 51.07K 51.07K 0
$728K 40.25K 40.25K 0
$702K 3K 3K 0
$692K 20.17K 20.17K 0
$685K 10.86K 10.86K 0
$640K 12.27K 12.27K 0
$631K 34.61K 34.61K 0
$631K 37K 37K 0
$602K 6.1K 6.1K 0
$542K 1.56K 1.56K 0
$529K 5.05K 5.05K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings