The Analysis of Forthright Family Wealth Advisory LLC's Holdings
Currently, Forthright Family Wealth Advisory LLC holds 47 types of securities in its portfolio with a total value $159.1M. In the most recent quarter, they have increased their positions in AVLV (+3.4K shares, valued at $256.9K), BRTR (+4.7K shares, valued at $237.6K), DFAC (+5.8K shares, valued at $229.2K); decreased their positions in SHLD (-8.7K shares, valued at $564.5K), NVDA (-2.2K shares, valued at $402.7K), AAPL (-1.1K shares, valued at $296.3K); initiated new positions in N/A (+684 shares, valued at $214.6K), CFG (+3.7K shares, valued at $213.4K), BIV (+2.6K shares, valued at $201.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST209.3K shares0.99%2025-12-312026-02-23
BRTR BLACKROCK ETF TRUST II255.7K shares1.86%2025-12-312026-02-23 IVW ISHARES TR99.1K shares1.79%2025-12-312026-02-23 DFAC DIMENSIONAL ETF TRUST293.5K shares2.01%2025-12-312026-02-23 QUAL ISHARES TR57.5K shares1.52%2025-12-312026-02-23 EFV ISHARES TR147.9K shares1.89%2025-12-312026-02-23 AVLV AMERICAN CENTY ETF TR115.4K shares3.03%2025-12-312026-02-23 SCHZ SCHWAB STRATEGIC TR319.4K shares1.99%2025-12-312026-02-23 EMXC ISHARES INC101.4K shares2.97%2025-12-312026-02-23 OEF ISHARES TR18.1K shares0.85%2025-12-312026-02-23 IYW ISHARES TR26.3K shares1.75%2025-12-312026-02-23 VMBS VANGUARD SCOTTSDALE FDS104.1K shares3.60%2025-12-312026-02-23 VGLT VANGUARD SCOTTSDALE FDS76.2K shares1.94%2025-12-312026-02-23 EFG ISHARES TR29.8K shares-2.02%2025-12-312026-02-23 THRO BLACKROCK ETF TRUST85.8K shares5.37%2025-12-312026-02-23 CGMS CAPITAL GRP FIXED INCM ETF T113.6K shares3.79%2025-12-312026-02-23 MTUM ISHARES TR12.1K shares1.80%2025-12-312026-02-23 IFRA ISHARES TR50.1K shares5.18%2025-12-312026-02-23 AAPL APPLE INC9.0K shares-10.81%2025-12-312026-02-23 DFAU DIMENSIONAL ETF TRUST34.7K shares1.30%2025-12-312026-02-23 PM PHILIP MORRIS INTL INC10.1K shares1.00%2025-12-312026-02-23 MSFT MICROSOFT CORP3.2K shares-7.03%2025-12-312026-02-23 SPEM SPDR INDEX SHS FDS26.1K shares-1.41%2025-12-312026-02-23 JPMB J P MORGAN EXCHANGE TRADED F28.9K shares7.33%2025-12-312026-02-23 ALPHABET INC ALPHABET INC2.8K shares-7.35%2025-12-312026-02-23 AMZN AMAZON COM INC3.7K shares-6.81%2025-12-312026-02-23 VEA VANGUARD TAX-MANAGED FDS13.5K shares-5.07%2025-12-312026-02-23 DFSD DIMENSIONAL ETF TRUST15.9K shares0.00%2025-12-312026-02-23 ZAUG INNOVATOR ETFS TRUST20.0K shares0.00%2025-12-312026-02-23 BNDX VANGUARD CHARLOTTE FDS10.3K shares3.95%2025-12-312026-02-23 DFAI DIMENSIONAL ETF TRUST12.6K shares1.96%2025-12-312026-02-23 NVDA NVIDIA CORPORATION2.5K shares-46.35%2025-12-312026-02-23 BSV VANGUARD BD INDEX FDS5.5K shares5.54%2025-12-312026-02-23 DFCF DIMENSIONAL ETF TRUST9.0K shares-10.44%2025-12-312026-02-23 VWO VANGUARD INTL EQUITY INDEX F5.4K shares-8.18%2025-12-312026-02-23 PGR PROGRESSIVE CORP1.3K shares-3.55%2025-12-312026-02-23 MO ALTRIA GROUP INC5.0K shares0.00%2025-12-312026-02-23 META META PLATFORMS INC426 shares-11.80%2025-12-312026-02-23 BSX BOSTON SCIENTIFIC CORP2.9K shares-7.66%2025-12-312026-02-23 HD HOME DEPOT INC648 shares-4.42%2025-12-312026-02-23 SHLD GLOBAL X FDS3.4K shares-71.89%2025-12-312026-02-23 ALPHABET INC ALPHABET INC684 sharesnew addition2025-12-312026-02-23 CFG CITIZENS FINL GROUP INC3.7K sharesnew addition2025-12-312026-02-23 RF REGIONS FINANCIAL CORP NEW7.8K shares0.00%2025-12-312026-02-23 BIV VANGUARD BD INDEX FDS2.6K sharesnew addition2025-12-312026-02-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available