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

Instuitional Investor - Forthright Family Wealth Advisory Llc

Fund Profile
Filing Period:
Fund Name: Forthright Family Wealth Advisory Llc
Portfolio Value $157,718,901
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 330,431 $22,779,913 14.81%
2.
Blackrock Etf Trust Ii
 265,925 $13,115,421 8.52%
3.
Ishares Trust
 IEF 109,816 $11,149,618 7.25%
4.
Ishares Tr - MSCI USA QLT FCT
 58,486 $10,415,187 6.77%
5.
Schwab Strategic Trust
 FNDF 441,337 $10,018,353 6.51%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)