Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

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

Instuitional Investor - Forthright Family Wealth Advisory Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Forthright Family Wealth Advisory Llc
Portfolio Value	$166,538,390

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr Series Trust		209,322	$16,791,840	10.55%
2.	Blackrock Etf Trust Ii		255,689	$12,982,583	8.16%
3.	Ishares Trust	IEF	99,072	$12,211,629	7.68%
4.	Dimensional Etf Trust		293,543	$11,621,367	7.3%
5.	Ishares Trust	VLUE	57,535	$11,427,598	7.18%