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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	$176,729,059

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr Series Trust	KRE	210,002	$18,454,977	10.44%
2.	Ishares Trust	IEF	98,809	$13,589,166	7.69%
3.	Dimensional Etf Trust	DFAC	291,271	$12,920,789	7.31%
4.	Blackrock Etf Trust Ii - ISHA TOTA RE ETF		247,494	$12,455,144	7.05%
5.	Ishares Trust	HYG	55,610	$12,202,517	6.9%