Forthright Family Wealth Advisory LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD BD INDEX FDS | $201.7K | 0.1% |
| Regions Financial Corp | $210.7K | 0.1% |
| CITIZENS FINANCIAL GROUP INC/RI | $213.4K | 0.1% |
| Alphabet Inc. | $214.6K | 0.1% |
| GLOBAL X FDS | $220.7K | 0.1% |
| HOME DEPOT, INC. | $223.0K | 0.1% |
| BOSTON SCIENTIFIC CORP | $278.1K | 0.2% |
| Meta Platforms Inc | $281.2K | 0.2% |
| ALTRIA GROUP, INC. | $288.3K | 0.2% |
| PROGRESSIVE CORP/OH | $290.8K | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $292.1K | 0.2% |
| DIMENSIONAL ETF TRUST | $383.9K | 0.2% |
| VANGUARD BD INDEX FDS | $434.0K | 0.3% |
| NVIDIA Corp | $466.1K | 0.3% |
| DIMENSIONAL ETF TRUST | $479.8K | 0.3% |
| VANGUARD CHARLOTTE FDS | $498.1K | 0.3% |
| INNOVATOR ETFS TRUST | $534.3K | 0.3% |
| DIMENSIONAL ETF TRUST | $763.7K | 0.5% |
| VANGUARD TAX-MANAGED FDS | $841.2K | 0.5% |
| Amazon.com Inc | $846.0K | 0.5% |
| Alphabet Inc. | $891.1K | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $1.17M | 0.7% |
| SPDR INDEX SHS FDS | $1.22M | 0.8% |
| VANGUARD INDEX FDS | $1.52M | 1.0% |
| MICROSOFT CORP | $1.56M | 1.0% |
| Philip Morris International Inc. | $1.62M | 1.0% |
| DIMENSIONAL ETF TRUST | $1.63M | 1.0% |
| Apple Inc. | $2.44M | 1.5% |
| ISHARES TR | $2.64M | 1.7% |
| iShares MSCI UAE ETF | $3.02M | 1.9% |
| CAPITAL GRP FIXED INCM ETF T | $3.14M | 2.0% |
| BLACKROCK ETF TRUST | $3.31M | 2.1% |
| ISHARES TR | $3.40M | 2.1% |
| ISHARES GOLD TR | $3.82M | 2.4% |
| VANGUARD SCOTTSDALE FDS | $4.25M | 2.7% |
| VANGUARD SCOTTSDALE FDS | $4.90M | 3.1% |
| ISHARES TR | $5.25M | 3.3% |
| ISHARES TR | $6.20M | 3.9% |
| ISHARES INC | $7.37M | 4.6% |
| SCHWAB STRATEGIC TR | $7.46M | 4.7% |
| AMERICAN CENTY ETF TR | $8.74M | 5.5% |
| ISHARES TR | $10.56M | 6.6% |
| iShares MSCI UAE ETF | $11.43M | 7.2% |
| DIMENSIONAL ETF TRUST | $11.62M | 7.3% |
| ISHARES TR | $12.21M | 7.7% |
| BLACKROCK ETF TRUST II | $12.98M | 8.2% |
| SPDR SERIES TRUST | $16.79M | 10.6% |