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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 :
7 |
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Menu
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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 |
|
BIV |
Vanguard Intermediate-Term ... |
7 |
- |
$74.55 |
$4,703,000 |
62,371 |
3.15% |
-279,000 |
-2,859 |
0.039 |
Closed - End Fund - Debt |
|
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FBND |
Fidelity Total Bond Etf |
12 |
- |
$0.00 |
$2,815,000 |
62,118 |
1.89% |
-120,000 |
-1,628 |
0.022 |
N/A |
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TFLO |
Ishares Treasury Floating R... |
14 |
- |
$0.00 |
$2,701,000 |
53,281 |
1.81% |
-590,000 |
-11,918 |
0.006 |
N/A |
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ESGU |
Ishares Msci Usa Esg Optimized |
17 |
- |
$0.00 |
$2,494,000 |
21,696 |
1.67% |
216,000 |
-12 |
0.001 |
N/A |
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VDE |
Vanguard Energy VIPERS |
36 |
- |
$127.03 |
$652,000 |
4,948 |
0.44% |
-18,000 |
-769 |
0.008 |
Closed - End Fund - E... |
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FDEM |
Fidelity Targeted Emerging ... |
42 |
- |
$0.00 |
$450,000 |
18,164 |
0.3% |
-72,000 |
-3,591 |
0.202 |
N/A |
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DFIV |
Dimensional International V... |
43 |
- |
$37.96 |
$431,000 |
11,736 |
0.29% |
6,000 |
-642 |
0.001 |
N/A |
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