StockDriftsStockDriftsTop 50 Forthright Family Wealth Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SER TR | 29.24% | 708.6K | $43.6M | +238.51%(+499.25K) | $71.06(+23.91%) | 2026-03-31 | |
| QUAL | ISHARES TR | 6.68% | 60.6K | $10.0M | +5.30%(+3.05K) | $149.04(+42.49%) | 2026-03-31 | |
| EFV | ISHARES TR | 5.24% | 143.6K | $7.8M | -2.93%(-4.33K) | $53.43(+46.70%) | 2026-03-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 4.14% | 135.4K | $6.2M | +30.04%(+31.29K) | $45.63(+2.29%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 3.88% | 125.8K | $5.8M | -60.62%(-193.64K) | $23.12(-0.24%) | 2026-03-31 | |
| IUSB | ISHARES TR | 3.56% | 116.4K | $5.3M | new | $45.61(+0.78%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 3.15% | 62.4K | $4.7M | +2308.15%(+59.78K) | $77.40(-1.08%) | 2026-03-31 | |
| EFG | ISHARES TR | 3.03% | 43.6K | $4.5M | +46.05%(+13.74K) | $102.69(+17.55%) | 2026-03-31 | |
| IYW | ISHARES TR | 2.74% | 30.3K | $4.1M | +15.19%(+3.99K) | $128.49(+89.17%) | 2026-03-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 2.58% | 64.8K | $3.8M | -14.91%(-11.37K) | $57.74(-5.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.13% | +48.65% |
| Top 20 Holdings Unweighted | +12.40% | +41.99% |
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