Forthright Family Wealth Advisory LLC Reduced Holdings in Q2 2024

Forthright Family Wealth Advisory LLC

  • $155 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-7.6K
- 12.18%
$73.13 - $75.43 $556K - $573K
54.8K $4.1B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-10K
- 16.14%
$44.06 - $45.49 $442K - $456K
52.1K $2.34B
EFV
Msci Eafe Value ETF

ETFs
-3.74K
- 2.6%
$52.34 - $56.41 $196K - $211K
140K $7.42B
TFLO
Ishares Treasury Floating Rate

ETFs
-5.36K
- 10.05%
$50.44 - $50.7 $270K - $271K
47.9K $2.43B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.06K
- 9.51%
$108.69 - $119.84 $224K - $247K
19.6K $2.34B
DFAI
Dimensional ETF Tr

ETFs
-2.98K
- 10.15%
$28.93 - $30.91 $86.3K - $92.2K
26.4K $783M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.17K
- 5.38%
$79.92 - $84.63 $93.7K - $99.3K
20.6K $1.73B
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-1.62K
- 3.43%
$43.11 - $44.42 $69.7K - $71.8K
45.6K $2.01B
TIP
Ishares Tr Tips Bd ETF

ETFs
-689
- 5.06%
$105.01 - $107.23 $72.4K - $73.9K
12.9K $1.38B
VDE
Vanguard Energy ETF

ETFs
-470
- 9.5%
$123.17 - $136.7 $57.9K - $64.2K
4.48K $571M
VXF
Vanguard Extended Market ETF

ETFs
-120
- 5.07%
$161.82 - $174.44 $19.4K - $20.9K
2.25K $379M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-25
- 0.45%
$67.85 - $72.06 $1.7K - $1.8K
5.52K $388M
EMB
Ishares Tr

ETFs
-47
- 0.64%
$86.66 - $89.88 $4.07K - $4.22K
7.24K $641M
BNDX
Vanguard Total International B

ETFs
-65
- 0.37%
$48.24 - $49.07 $3.14K - $3.19K
17.7K $860M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-10
- 0.22%
$56.43 - $60.79 $564 - $608
4.55K $266M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-40
- 0.38%
$75.81 - $76.76 $3.03K - $3.07K
10.5K $804M
IEMG
Ishares Inc

ETFs
-1.57K
- 2.89%
$50.02 - $54.95 $78.6K - $86.4K
52.8K $2.82B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-97
- 1.79%
$455.1 - $504.28 $44.1K - $48.9K
5.32K $2.66B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-13.6K
- 1.93%
$58.24 - $64.51 $795K - $880K
695K $44.5B
Activity Summary
Buys All Purchases 33 New Holdings 6 Increased Positions 27 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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