Instuitional Investor - Forthright Family Wealth Advisory Llc
Fund Profile
Filing Period:
| Fund Name: | Forthright Family Wealth Advisory Llc |
| Portfolio Value | $155,668,573 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 362,265 | $25,909,193 | 16.64% | |
| 2. | IEF | 125,195 | $13,019,028 | 8.36% | |
| 3. | Ishares Tr | 270,257 | $12,504,785 | 8.03% | |
| 4. | Ishares Tr | 56,676 | $10,567,807 | 6.78% | |
| 5. | Dimensional Etf Trust | 266,323 | $9,710,137 | 6.23% |
