Debbie Hall

@Future Financial Wealth Managment Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$136.745M

Total holdings449

Assets growth rate-2.37%

Assets growth rate (2-Q avg)10.38%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Future Financial Wealth Managment Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 449 positions.

Assets under management

The assets under management (AUM) of Future Financial Wealth Managment Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 136.745M in assets, with a quarterly growth rate of -2.37% and a 2-quarter average growth rate of 10.38%. The portfolio is managed by Debbie Hall, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
QQQMInvesco Nasdaq 100 Etf Recent Activity Increased 4.96%	6.95%	$9.502M 45,153 shares@ $210.46 avg price	Increased 4.96%
VOOVanguard S&p 500 Etf Recent Activity Increased 4.79%	6.77%	$9.246M 17,160 shares@ $538.81 avg price	Increased 4.79%
SCHDSchwab Us Dividend Equity Etf Recent Activity Increased 213.5%	4.1%	$5.599M 204,932 shares@ $27.33 avg price	Increased 213.5%
IWYIshares Russell Top 200 Growth Etf Recent Activity Increased 2.28%	3.54%	$4.837M 20,559 shares@ $235.28 avg price	Increased 2.28%
TSPAT. Rowe Price U.s. Equity Research Etf Recent Activity Increased 6.16%	3.22%	$4.397M 118,947 shares@ $36.97 avg price	Increased 6.16%
COWZPacer Us Cash Cows 100 Etf Recent Activity Increased 4.5%	3.12%	$4.259M 75,405 shares@ $56.49 avg price	Increased 4.5%
PGProcter And Gamble Co Com Recent Activity Increased 0.31%	3.07%	$4.188M 24,979 shares@ $167.66 avg price	Increased 0.31%
MOATVaneck Vectors Ms Wide Moat Recent Activity Increased 4.47%	2.99%	$4.085M 44,060 shares@ $92.73 avg price	Increased 4.47%
HEFAIshares Currency Hedged Msci Eafe Etf Recent Activity Increased 5.96%	2.87%	$3.915M 112,651 shares@ $34.75 avg price	Increased 5.96%
JAAAJanus Detroit Street Trust Janus Henderson Aaa Clo Etf Recent Activity Increased 8.32%	2.34%	$3.199M 63,080 shares@ $50.72 avg price	Increased 8.32%