Forthright Family Wealth Advisory LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Houston, TX
CIK
0002008648
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
63
149,115
SPLG, QUAL, EFV, VMBS
13F-HR
4/29/2024
000200864824000002
Q4 2023
53
127,657
SPLG, QUAL, EFV, VMBS
13F-HR
2/28/2024
000200864824000001