Forthright Family Wealth Advisory LLC 13F 持仓 · 2026年Q2
Forthright Family Wealth Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 57 只证券，申报市值合计 1.77 亿美元。前几大持仓：SPYM（10.44%）、IVW（7.69%）、DFAC（7.31%）。本季前 25 大持仓中：新建仓 9 只、增持 7 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $18.5M | 10.44% | 210,002 | 减持 |
| 2 | IVW | ISHARES TR | $13.6M | 7.69% | 98,809 | 增持 |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $12.9M | 7.31% | 291,271 | 新建仓 |
| 4 | BRTR | BLACKROCK ETF TRUST II | $12.5M | 7.05% | 247,494 | 新建仓 |
| 5 | QUAL | ISHARES TR | $12.2M | 6.90% | 55,610 | 减持 |
| 6 | EFV | ISHARES TR | $10.9M | 6.20% | 143,040 | 减持 |
| 7 | AVLV | AMERICAN CENTY ETF TR | $10.6M | 5.99% | 116,048 | 新建仓 |
| 8 | EMXC | ISHARES INC | $9.8M | 5.53% | 95,513 | 增持 |
| 9 | SCHZ | SCHWAB STRATEGIC TR | $7.3M | 4.14% | 316,590 | 增持 |
| 10 | IYW | ISHARES TR | $6.4M | 3.62% | 25,388 | 减持 |
| 11 | OEF | ISHARES TR | $6.1M | 3.45% | 16,685 | 增持 |
| 12 | VMBS | VANGUARD SCOTTSDALE FDS | $5.0M | 2.84% | 107,074 | 减持 |
| 13 | MTUM | ISHARES TR | $4.2M | 2.38% | 12,257 | 新建仓 |
| 14 | VGLT | VANGUARD SCOTTSDALE FDS | $4.1M | 2.30% | 73,576 | 增持 |
| 15 | EFG | ISHARES TR | $3.7M | 2.08% | 29,574 | 减持 |
| 16 | THRO | BLACKROCK ETF TRUST | $3.5M | 1.98% | 81,257 | 新建仓 |
| 17 | IAU | ISHARES GOLD TR | $3.4M | 1.93% | 45,126 | 新建仓 |
| 18 | CGMS | CAPITAL GRP FIXED INCM ETF T | $3.2M | 1.79% | 115,558 | 新建仓 |
| 19 | IFRA | ISHARES TR | $3.0M | 1.72% | 48,245 | 增持 |
| 20 | AAPL | APPLE INC | $2.6M | 1.48% | 9,037 | 减持 |
| 21 | GEQ | EA SERIES TRUST | $2.0M | 1.16% | 39,973 | 新建仓 |
| 22 | PM | PHILIP MORRIS INTL INC | $1.8M | 1.03% | 10,102 | 增持 |
| 23 | DFAU | DIMENSIONAL ETF TRUST | $1.8M | 1.02% | 34,823 | 减持 |
| 24 | SPEM | SPDR INDEX SHS FDS | $1.6M | 0.89% | 30,472 | 新建仓 |
| 25 | VOO | VANGUARD INDEX FDS | $1.5M | 0.82% | 2,111 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR