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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
SPY +3,655+$1,912
IWD +3,876+$694
IWF +1,907+$643
EZU +7,883+$403
BLV +5,541+$401
IJH +4,560+$277
NVDA +295+$267
IJR +2,345+$259
EWU +6,060+$207
EPP +4,750+$203
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
EVA -17,954-$18
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
FLRN +33,106+$1,030
SPLG +32,441+$5,803
SCHZ +23,285+$1,007
IUSB +13,440+$563
IEMG +11,675+$646
VMBS +11,494+$432
EFV +8,581+$777
BSV +6,034+$461
DFAU +5,836+$350
IXC +5,085+$246
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
TFLO -11,918-$590
FDEM -3,591-$72
BIV -2,859-$279
FBND -1,628-$120
VDE -769-$18
DFIV -642+$6
ESGU -12+$216
CVM UNCH-$13
IBHD UNCH$UNCH
Forthright Family Wealth Advisory LLC Info
Size ($ in 1000's)
At 03/31/2024: $149,115
At 12/31/2023: $127,657

Forthright Family Wealth Advisory LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Forthright Family Wealth Advisory LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Forthright Family Wealth Advisory LLC
As of  03/31/2024, we find all stocks held by Forthright Family Wealth Advisory LLC to be as follows, presented in the table below with each row detailing each Forthright Family Wealth Advisory LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Forthright Family Wealth Advisory LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Forthright Family Wealth Advisory LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
SPDR SER TR (SPLG) 708,568 +32,441 $43,598
     SPLG708,568+32,441$43,598
ISHARES TR (QUAL) 60,585 +2,234 $9,957
     QUAL60,585+2,234$9,957
ISHARES TR (EFV) 143,571 +8,581 $7,810
     EFV143,571+8,581$7,810
VANGUARD SCOTTSDALE FDS (VMBS) 135,422 +11,494 $6,177
     VMBS135,422+11,494$6,177
SCHWAB STRATEGIC TR 125,786 +23,285 $5,786
     SCHZ125,786+23,285$5,786
ISHARES TR (IUSB) 116,361 +13,440 $5,305
     IUSB116,361+13,440$5,305
VANGUARD BD INDEX FDS (BIV) 62,371 -2,859 $4,703
     BIV62,371-2,859$4,703
ISHARES TR (EFG) 43,591 +2,049 $4,524
     EFG43,591+2,049$4,524
ISHARES TR (IYW) 30,268 +1,099 $4,088
     IYW30,268+1,099$4,088
VANGUARD SCOTTSDALE FDS (VGLT) 64,850 +4,479 $3,842
     VGLT64,850+4,479$3,842
ISHARES TR (OEF) 13,902 +990 $3,439
     OEF13,902+990$3,439
FIDELITY MERRIMACK STR TR 62,118 -1,628 $2,815
     FBND62,118-1,628$2,815
ISHARES INC (IEMG) 54,335 +11,675 $2,804
     IEMG54,335+11,675$2,804
ISHARES TR (TFLO) 53,281 -11,918 $2,701
     TFLO53,281-11,918$2,701
ISHARES TR (IVW) 31,532 +1,232 $2,663
     IVW31,532+1,232$2,663
VANGUARD INDEX FDS (VOO) 5,413 +529 $2,602
     VOO5,413+529$2,602
ISHARES TR (ESGU) 21,696 -12 $2,494
     ESGU21,696-12$2,494
SPDR SER TR (FLRN) 72,624 +33,106 $2,239
     FLRN72,624+33,106$2,239
APPLE INC 12,896 +69 $2,211
     AAPL12,896+69$2,211
SCHWAB STRATEGIC TR 47,197 +3,279 $2,100
     SCHI47,197+3,279$2,100
SPDR S&P 500 ETF TR (SPY) 3,655 +3,655 $1,912
     SPY3,655+3,655$1,912
ISHARES TR (USMV) 21,798 +954 $1,822
     USMV21,798+954$1,822
DIMENSIONAL ETF TRUST (DFAU) 47,353 +5,836 $1,730
     DFAU47,353+5,836$1,730
VANGUARD TAX MANAGED FDS (VEA) 29,244 +3,211 $1,467
     VEA29,244+3,211$1,467
ISHARES TR (TIP) 13,604 +1,094 $1,461
     TIP13,604+1,094$1,461
ISHARES TR (IFRA) 29,148 +1,453 $1,264
     IFRA29,148+1,453$1,264
MICROSOFT CORP 2,996 +177 $1,260
     MSFT2,996+177$1,260
ISHARES INC (EMXC) 21,525 +1,216 $1,239
     EMXC21,525+1,216$1,239
PHILIP MORRIS INTL INC 10,002 UNCH $916
     PM10,002UNCH$916
DIMENSIONAL ETF TRUST (DFAI) 29,370 +1,989 $888
     DFAI29,370+1,989$888
VANGUARD CHARLOTTE FDS (BNDX) 17,739 +2,739 $873
     BNDX17,739+2,739$873
DIMENSIONAL ETF TRUST (DFSD) 17,410 +2,639 $819
     DFSD17,410+2,639$819
VANGUARD BD INDEX FDS (BSV) 10,525 +6,034 $807
     BSV10,525+6,034$807
ISHARES TR (IWD) 3,876 +3,876 $694
     IWD3,876+3,876$694
ISHARES TR (EMB) 7,287 +819 $653
     EMB7,287+819$653
VANGUARD WORLD FD (VDE) 4,948 -769 $652
     VDE4,948-769$652
ISHARES TR (IWF) 1,907 +1,907 $643
     IWF1,907+1,907$643
AMAZON COM INC 3,291 +339 $594
     AMZN3,291+339$594
ISHARES TR (IXC) 12,262 +5,085 $527
     IXC12,262+5,085$527
VANGUARD INTL EQUITY INDEX F (VWO) 11,814 +1,732 $493
     VWO11,814+1,732$493
DIMENSIONAL ETF TRUST (DFCF) 11,636 +1,771 $488
     DFCF11,636+1,771$488
FIDELITY COVINGTON TRUST 18,164 -3,591 $450
     FDEM18,164-3,591$450
DIMENSIONAL ETF TRUST (DFIV) 11,736 -642 $431
     DFIV11,736-642$431
ALPHABET INC 2,854 +43 $431
     GOOGL2,854+43$431
VANGUARD INDEX FDS (VXF) 2,365 +31 $415
     VXF2,365+31$415
ISHARES INC (EZU) 7,883 +7,883 $403
     EZU7,883+7,883$403
VANGUARD BD INDEX FDS (BLV) 5,541 +5,541 $401
     BLV5,541+5,541$401
OLD DOMINION FREIGHT LINE IN 1,426 +713 $313
     ODFL1,426+713$313
ISHARES TR (IJH) 4,560 +4,560 $277
     IJH4,560+4,560$277
BOSTON SCIENTIFIC CORP 4,022 UNCH $275
     BSX4,022UNCH$275
NVIDIA CORPORATION 295 +295 $267
     NVDA295+295$267
PROGRESSIVE CORP 1,277 UNCH $264
     PGR1,277UNCH$264
CDW CORP 1,020 UNCH $261
     CDW1,020UNCH$261
ISHARES TR (IJR) 2,345 +2,345 $259
     IJR2,345+2,345$259
UNITEDHEALTH GROUP INC 518 +10 $256
     UNH518+10$256
HOME DEPOT INC 660 +14 $253
     HD660+14$253
ARES CAPITAL CORP 11,000 UNCH $229
     ARCC11,000UNCH$229
ALTRIA GROUP INC 5,000 UNCH $218
     MO5,000UNCH$218
ISHARES TR (EWU) 6,060 +6,060 $207
     EWU6,060+6,060$207
ISHARES INC (EPP) 4,750 +4,750 $203
     EPP4,750+4,750$203
ISHARES TR (IBHD) 8,640 UNCH $201
     IBHD8,640UNCH$201
CEL SCI CORP 16,500 UNCH $32
     CVM16,500UNCH$32
ENVIVA INC 20,025 +2,071 $9
     EVA20,025+2,071$9

See Summary: Forthright Family Wealth Advisory LLC Top Holdings
See Details: Top 10 Stocks Held By Forthright Family Wealth Advisory LLC

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