Forthright Family Wealth Advisory LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FF Forthright Family Wealth Advisory LLC | Institutional Filer | ▼ 6.28% | $149.1M | 63 |
Current Portfolio Holdings
Showing all 63 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SER TR | — | 709K | $43.6M | 29.24% |
| 2 | QUAL | ISHARES TR | — | 61K | $10.0M | 6.68% |
| 3 | EFV | ISHARES TR | — | 144K | $7.8M | 5.24% |
| 4 | VMBS | VANGUARD SCOTTSDALE FDS | — | 135K | $6.2M | 4.14% |
| 5 | SCHZ | SCHWAB STRATEGIC TR | — | 126K | $5.8M | 3.88% |
| 6 | IUSB | ISHARES TR | — | 116K | $5.3M | 3.56% |
| 7 | BIV | VANGUARD BD INDEX FDS | — | 62K | $4.7M | 3.15% |
| 8 | EFG | ISHARES TR | — | 44K | $4.5M | 3.03% |
| 9 | IYW | ISHARES TR | — | 30K | $4.1M | 2.74% |
| 10 | VGLT | VANGUARD SCOTTSDALE FDS | — | 65K | $3.8M | 2.58% |
| 11 | OEF | ISHARES TR | — | 14K | $3.4M | 2.31% |
| 12 | FBND | FIDELITY MERRIMACK STR TR | — | 62K | $2.8M | 1.89% |
| 13 | IEMG | ISHARES INC | — | 54K | $2.8M | 1.88% |
| 14 | TFLO | ISHARES TR | — | 53K | $2.7M | 1.81% |
| 15 | IVW | ISHARES TR | — | 32K | $2.7M | 1.79% |
Showing 1 to 15 of 63 holdings