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| Name: |
Forthright Family Wealth Advisory LLC |
| City: |
HOUSTON |
| State: |
TX |
| Zip: |
77024 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SPY |
Standard & Poors Depository... |
21 |
New |
$525.96 |
$1,912,000 |
3,655 |
1.28% |
1,912,000 |
3,655 |
0 |
Closed - End Fund - E... |
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IWD |
iShares Russell 1000 Value |
34 |
New |
$175.56 |
$694,000 |
3,876 |
0.47% |
694,000 |
3,876 |
0.001 |
Closed - End Fund - E... |
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IWF |
iShares Russell 1000 Growth |
37 |
New |
$343.25 |
$643,000 |
1,907 |
0.43% |
643,000 |
1,907 |
0.001 |
Closed - End Fund - E... |
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EZU |
iShares MSCI-EMU |
46 |
New |
$0.00 |
$403,000 |
7,883 |
0.27% |
403,000 |
7,883 |
0.005 |
Closed - End Fund - E... |
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BLV |
Vanguard Long-Term Bond ETF |
47 |
New |
$70.03 |
$401,000 |
5,541 |
0.27% |
401,000 |
5,541 |
0.009 |
Closed - End Fund - Debt |
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IJH |
iShares S&P MidCap 400 Index |
49 |
New |
$59.02 |
$277,000 |
4,560 |
0.19% |
277,000 |
4,560 |
0.002 |
Closed - End Fund - E... |
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NVDA |
NVIDIA Corporation |
51 |
New |
$1,037.99 |
$267,000 |
295 |
0.18% |
267,000 |
295 |
0 |
Semiconductor - Speci... |
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IJR |
iShares Core S&P Small-Cap |
54 |
New |
$107.81 |
$259,000 |
2,345 |
0.17% |
259,000 |
2,345 |
0 |
Closed - End Fund - E... |
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EWU |
iShares United Kingdom Index |
59 |
New |
$36.10 |
$207,000 |
6,060 |
0.14% |
207,000 |
6,060 |
0.007 |
Closed - End Fund - E... |
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EPP |
iShares MSCI Pacific Ex-Japan |
60 |
New |
$43.83 |
$203,000 |
4,750 |
0.14% |
203,000 |
4,750 |
0.011 |
Closed - End Fund - E... |
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