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Home > Institutional Investor > Forthright Family Wealth Advisory Llc > Profile

Instuitional Investor - Forthright Family Wealth Advisory Llc

Fund Profile
Filing Period:
Fund Name: Forthright Family Wealth Advisory Llc
Portfolio Value $151,371,416
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 336,947 $22,157,635 14.64%
2.
Blackrock Etf Trust Ii
 270,343 $13,614,473 8.99%
3.
Ishares Trust
 IEF 112,208 $10,416,269 6.88%
4.
Ishares Tr - MSCI USA QLT FCT
 59,532 $10,173,423 6.72%
5.
Schwab Strategic Trust
 FNDF 431,940 $10,003,742 6.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)