Forthright Family Wealth Advisory LLC Incresed Positions in Q1 2024

Forthright Family Wealth Advisory LLC

  • $149 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
32.4K
+ 4.8%
$54.97 - $61.53 $1.78M - $2M
709K $43.6B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.23K
+ 3.83%
$144.62 - $165.44 $323K - $370K
60.6K $9.96B
FLRN
Spdr Bloomberg Investment Grad

ETFs
33.1K
+ 83.77%
$30.59 - $30.83 $1.01M - $1.02M
72.6K $2.24B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
23.3K
+ 22.72%
$45.44 - $46.67 $1.06M - $1.09M
126K $5.79B
EFV
Msci Eafe Value ETF

ETFs
8.58K
+ 6.36%
$50.46 - $54.5 $433K - $468K
144K $7.81B
IEMG
Ishares Inc

ETFs
11.7K
+ 27.37%
$47.6 - $51.96 $556K - $607K
54.3K $2.8B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.4K
+ 13.06%
$45.02 - $46.27 $605K - $622K
116K $5.3B
OEF
Ishares S&P 100 ETF

ETFs
990
+ 7.67%
$219.81 - $247.98 $218K - $246K
13.9K $3.44B
IYW
Ishares Dj Us Tech ETF

ETFs
1.1K
+ 3.77%
$117.5 - $136.59 $129K - $150K
30.3K $4.09B
EFG
Msci Eafe Growth ETF

ETFs
2.05K
+ 4.93%
$93.77 - $104.85 $192K - $215K
43.6K $4.52B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.03K
+ 134.36%
$76.34 - $77.25 $461K - $466K
10.5K $807M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
11.5K
+ 9.27%
$44.98 - $46.29 $517K - $532K
135K $6.18B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.23K
+ 4.07%
$72.87 - $85.14 $89.8K - $105K
31.5K $2.66B
DFAU
Dimensional ETF Tr

ETFs
5.84K
+ 14.06%
$32.59 - $36.54 $190K - $213K
47.4K $1.73B
IXC
Ishares Tr Global Energy ETF

ETFs
5.09K
+ 70.85%
$37.37 - $42.95 $190K - $218K
12.3K $527M
VEA
Vanguard Ftse Developed Market

ETFs
3.21K
+ 12.33%
$46.21 - $50.27 $148K - $161K
29.2K $1.47B
MSFT
Microsoft Corp

Technology
177
+ 6.28%
$367.75 - $429.37 $65.1K - $76K
3K $1.26B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
954
+ 4.58%
$77.86 - $83.58 $74.3K - $79.7K
21.8K $1.82B
IFRA
Ishares Tr

ETFs
1.45K
+ 5.25%
$38.14 - $43.36 $55.4K - $63K
29.1K $1.26B
AMZN
Amazon Com Inc

Consumer Cyclical
339
+ 11.48%
$144.57 - $180.38 $49K - $61.1K
3.29K $594M
BNDX
Vanguard Total International B

ETFs
2.74K
+ 18.26%
$48.47 - $49.33 $133K - $135K
17.7K $873M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.48K
+ 7.42%
$57.73 - $61.4 $259K - $275K
64.9K $3.84B
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
3.28K
+ 7.47%
$43.87 - $44.99 $144K - $148K
47.2K $2.1B
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.64K
+ 17.87%
$46.78 - $47.19 $123K - $125K
17.4K $819M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.09K
+ 8.75%
$105.69 - $108.04 $116K - $118K
13.6K $1.46B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.22K
+ 5.99%
$52.7 - $57.65 $64.1K - $70.1K
21.5K $1.24B
DFAI
Dimensional ETF Tr

ETFs
1.99K
+ 7.26%
$27.74 - $30.27 $55.2K - $60.2K
29.4K $888M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.73K
+ 17.18%
$39.04 - $42.23 $67.6K - $73.1K
11.8K $493M
EMB
Ishares Tr

ETFs
819
+ 12.66%
$86.49 - $90.08 $70.8K - $73.8K
7.29K $653M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.77K
+ 17.95%
$41.54 - $42.6 $73.6K - $75.4K
11.6K $488M
GOOGL
Alphabet Inc.

Communication Services
43
+ 1.53%
$131.4 - $153.51 $5.65K - $6.6K
2.85K $431M
VXF
Vanguard Extended Market ETF

ETFs
31
+ 1.33%
$157.48 - $175.27 $4.88K - $5.43K
2.37K $415M
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 2.17%
$338.26 - $395.2 $4.74K - $5.53K
660 $253M
ODFL
Old Dominion Freight Line, Inc.

Industrials
713
+ 100.0%
$214.01 - $446.23 $153K - $318K
1.43K $313M
EVA
Enviva Inc.

Basic Materials
2.07K
+ 11.54%
$0.29 - $0.94 $601 - $1.95K
20K $8.81M
UNH
Unitedhealth Group Inc

Healthcare
10
+ 1.97%
$472.6 - $545.42 $4.73K - $5.45K
518 $256M
AAPL
Apple Inc.

Technology
69
+ 0.54%
$169.0 - $195.18 $11.7K - $13.5K
12.9K $2.21B
Activity Summary
Buys All Purchases 48 New Holdings 10 Increased Positions 38 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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