Forthright Family Wealth Advisory LLC Portfolio Holdings by Sector

Forthright Family Wealth Advisory LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPLG IVW QUAL DFAC EFV SCHZ EFG VMBS 33 stocks	$125,158 92.5% of portfolio	5	27	2	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$2,123 1.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,053 1.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,715 1.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$897 0.66% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$863 0.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$737 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology PCOR 1 stocks	$615 0.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$357 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX 1 stocks	$338 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$248 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRI 1 stocks	$208 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts

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