Instuitional Investor - Forthright Family Wealth Advisory Llc
Fund Profile
Filing Period:
| Fund Name: | Forthright Family Wealth Advisory Llc |
| Portfolio Value | $127,657,740 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 676,127 | $37,795,499 | 29.6% | |
| 2. | Ishares Tr | 58,351 | $8,585,766 | 6.72% | |
| 3. | Ishares Tr | 134,990 | $7,032,979 | 5.5% | |
| 4. | Vanguard Scottsdale Funds | 123,928 | $5,745,302 | 4.5% | |
| 5. | BND | 65,230 | $4,982,267 | 3.9% |
