Forthright Family Wealth Advisory LLC Sells in Q2 2025

Forthright Family Wealth Advisory LLC

  • $141 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.22K
- 33.73%
$456.74 - $568.03 $557K - $692K
2.4K $1.36M
VEA
Vanguard Ftse Developed Market

ETFs
-7.15K
- 31.83%
$45.65 - $57.01 $327K - $408K
15.3K $873K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.22K
- 38.58%
$77.74 - $78.78 $250K - $254K
5.13K $403K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-11.7K
- 2.7%
$22.68 - $23.28 $265K - $272K
420K $9.77M
BNDX
Vanguard Total International B

ETFs
-4.87K
- 35.22%
$48.77 - $49.55 $237K - $241K
8.96K $443K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-4.92K
- 4.25%
$45.2 - $46.6 $222K - $229K
111K $5.14M
AAPL
Apple Inc.

Technology
-64
- 0.64%
$172.42 - $223.89 $11K - $14.3K
10K $2.05M
JPMB
J P Morgan Usd Emerging Market

ETFs
-3.94K
- 11.96%
$36.77 - $38.96 $145K - $153K
29K $1.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.06K
- 31.62%
$39.89 - $49.46 $122K - $151K
6.62K $327K
VGLT
Vanguard Long Term Treasury Et

ETFs
-507
- 1.12%
$53.66 - $58.71 $27.2K - $29.8K
44.9K $2.52M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-1.57K
- 16.93%
$47.63 - $60.01 $74.7K - $94.2K
7.7K $457K
PGR
Progressive Corp

Financial Services
-12
- 0.89%
$255.27 - $288.74 $3.06K - $3.46K
1.34K $357K
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 1.17%
$335.24 - $380.78 $2.68K - $3.05K
678 $248K
Blackrock ETF Trust Ii
-3.77K
- 1.39%
N/A
267K $0
CGMS
Capital Grp Core Plus Income E
-1.67K
- 1.44%
N/A
114K $0
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-36
- 0.36%
$41.1 - $42.37 $1.48K - $1.53K
10.1K $425K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-32
- 0.2%
$47.09 - $48.01 $1.51K - $1.54K
15.9K $764K
DFAI
Dimensional ETF Tr

ETFs
-37
- 0.3%
$28.02 - $34.71 $1.04K - $1.28K
12.3K $426K
IFRA
Ishares Tr

ETFs
-1.4K
- 4.61%
$40.97 - $49.19 $57.2K - $68.6K
28.9K $1.42M
IAU
Ishares Gold Trust

ETFs
-397
- 1.48%
$56.1 - $64.74 $22.3K - $25.7K
26.5K $1.65M
DFAU
Dimensional ETF Tr

ETFs
-75
- 0.22%
$34.04 - $42.36 $2.55K - $3.18K
34.3K $1.45M
AVLV
American Centy ETF Tr Avantis
-1.59K
- 1.8%
$56.85 - $68.21 $90.3K - $108K
86.5K $5.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-412
- 0.64%
$34.72 - $42.74 $14.3K - $17.6K
63.7K $2.72M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-5.84K
- 7.98%
$50.08 - $63.14 $292K - $369K
67.3K $4.25M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-821
- 6.81%
$180.84 - $240.32 $148K - $197K
11.2K $2.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.24K
- 2.08%
$152.42 - $182.82 $189K - $226K
58.3K $10.7M
EFV
Msci Eafe Value ETF

ETFs
-3.34K
- 2.06%
$52.4 - $64.65 $175K - $216K
159K $10.1M
IYW
Ishares Dj Us Tech ETF

ETFs
-678
- 2.65%
$122.57 - $173.27 $83.1K - $117K
24.9K $4.32M
EFG
Msci Eafe Growth ETF

ETFs
-2.61K
- 3.01%
$89.8 - $112.0 $234K - $292K
84.1K $9.42M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.91K
- 0.65%
$29.12 - $35.84 $55.7K - $68.6K
292K $10.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.21K
- 1.97%
$82.96 - $110.1 $183K - $243K
110K $12.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-687
- 0.2%
$58.41 - $72.69 $40.1K - $49.9K
336K $24.4M
Activity Summary
Buys All Purchases 11 New Holdings 2 Increased Positions 9 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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