Forthright Family Wealth Advisory LLC

13F Portfolio Filings

Most recent 13F
Q3 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
Q3 2024 63 155,668 SPLG, IVW, IUSB, QUAL 13F-HR 12/9/2024 000200864824000004
Q2 2024 69 155,168 SPLG, QUAL, EFV, SCHZ 13F-HR 8/12/2024 000200864824000003
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