Top 39 Forefront Analytics, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESGD | ISHARES TR | 22.13% | 254.4K | $24.3M | +20.47%(+43.24K) | $90.16(+14.59%) | 2026-03-31 | |
| ESGE | ISHARES INC | 15.28% | 369.5K | $16.8M | +1.57%(+5.72K) | $40.87(+28.35%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 8.86% | 180.2K | $9.7M | -0.52%(-943) | $47.89(+23.29%) | 2026-03-31 | |
| HDV | ISHARES TR | 8.4% | 68.1K | $9.2M | -1.76%(-1.22K) | $19.68(+42.51%) | 2026-03-31 | |
| NULV | NUSHARES ETF TR | 8.1% | 195.7K | $8.9M | +38.39%(+54.28K) | $39.60(+28.12%) | 2026-03-31 | |
| ESGG | FLEXSHARES TR | 8.04% | 44.2K | $8.8M | +92.35%(+21.24K) | $170.02(+35.88%) | 2026-03-31 | |
| DBEF | DBX ETF TR | 5.7% | 126.9K | $6.3M | -0.75%(-959) | $36.11(+51.59%) | 2026-03-31 | |
| MTUM | ISHARES TR | 5.29% | 24.2K | $5.8M | -52.15%(-26.41K) | $181.88(+74.03%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.76% | 47.3K | $3.0M | -61.60%(-75.90K) | $46.07(+53.70%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.66% | 4.5K | $2.9M | -4.95%(-233) | $335.70(+122.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.83% | +32.47% |
| Top 20 Holdings Unweighted | +9.41% | +30.96% |
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