Instuitional Investor - Forthright Family Wealth Advisory Llc
Fund Profile
Filing Period:
| Fund Name: | Forthright Family Wealth Advisory Llc |
| Portfolio Value | $163,157,345 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 336,260 | $24,442,717 | 15.48% | |
| 2. | Blackrock Etf Trust Ii | 266,573 | $13,471,267 | 8.53% | |
| 3. | IEF | 110,003 | $12,111,330 | 7.67% | |
| 4. | Ishares Tr - MSCI USA QLT FCT | 58,295 | $10,657,492 | 6.75% | |
| 5. | Dimensional Etf Trust | 292,421 | $10,480,369 | 6.64% |
Hedge Fund Resource Center 
