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Forefront Analytics, LLC

Portfolio Manager
Forefront Analytics, LLC
Performance
+1.23% (2026 Q1)
AUM (13F)
$109.95M
# of Holdings
39
Performance Rank
Allocation (Top 20)
96.07%

Forefront Analytics, LLC Holdings Map

Top 39 Forefront Analytics, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ESGD
ISHARES TR
22.13%254.4K$24.3M
+20.47%(+43.24K)
2025-Q1: 0 shares2025-Q2: 72.7K shares2025-Q3: 185.2K shares2025-Q4: 211.2K shares2026-Q1: 254.4K shares
$90.16(+14.59%)
2026-03-31
ESGE
ISHARES INC
15.28%369.5K$16.8M
+1.57%(+5.72K)
2025-Q1: 64.2K shares2025-Q2: 140.4K shares2025-Q3: 198.0K shares2025-Q4: 363.7K shares2026-Q1: 369.5K shares
$40.87(+28.35%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
8.86%180.2K$9.7M
-0.52%(-943)
2025-Q1: 156.9K shares2025-Q2: 172.0K shares2025-Q3: 136.7K shares2025-Q4: 181.1K shares2026-Q1: 180.2K shares
$47.89(+23.29%)
2026-03-31
HDV
ISHARES TR
8.4%68.1K$9.2M
-1.76%(-1.22K)
2025-Q1: 43.1K shares2025-Q2: 42.0K shares2025-Q3: 39.9K shares2025-Q4: 69.3K shares2026-Q1: 68.1K shares
$19.68(+42.51%)
2026-03-31
NULV
NUSHARES ETF TR
8.1%195.7K$8.9M
+38.39%(+54.28K)
2025-Q1: 555.0K shares2025-Q2: 345.9K shares2025-Q3: 247.9K shares2025-Q4: 141.4K shares2026-Q1: 195.7K shares
$39.60(+28.12%)
2026-03-31
ESGG
FLEXSHARES TR
8.04%44.2K$8.8M
+92.35%(+21.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 24.4K shares2025-Q4: 23.0K shares2026-Q1: 44.2K shares
$170.02(+35.88%)
2026-03-31
DBEF
DBX ETF TR
5.7%126.9K$6.3M
-0.75%(-959)
2025-Q1: 107.2K shares2025-Q2: 126.9K shares2025-Q3: 119.7K shares2025-Q4: 127.9K shares2026-Q1: 126.9K shares
$36.11(+51.59%)
2026-03-31
MTUM
ISHARES TR
5.29%24.2K$5.8M
-52.15%(-26.41K)
2025-Q1: 41.8K shares2025-Q2: 40.8K shares2025-Q3: 37.5K shares2025-Q4: 50.6K shares2026-Q1: 24.2K shares
$181.88(+74.03%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
2.76%47.3K$3.0M
-61.60%(-75.90K)
2025-Q1: 109.3K shares2025-Q2: 110.2K shares2025-Q3: 110.5K shares2025-Q4: 123.2K shares2026-Q1: 47.3K shares
$46.07(+53.70%)
2026-03-31
IVV
ISHARES TR
2.66%4.5K$2.9M
-4.95%(-233)
2025-Q1: 4.6K shares2025-Q2: 4.4K shares2025-Q3: 4.0K shares2025-Q4: 4.7K shares2026-Q1: 4.5K shares
$335.70(+122.94%)
2026-03-31

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