Forthright Family Wealth Advisory 13FHR Quarterly holdings report by institutional manager | SEC 9 Dec 24

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
ALPHABET INC	CAP STK CL A	02079K305	528,672	3,026	SH		SOLE	0	0	0	3,026
ALTRIA GROUP INC	COM	02209S103	286,600	5,000	SH		SOLE	0	0	0	5,000
AMAZON COM INC	COM	023135106	836,606	3,685	SH		SOLE	0	0	0	3,685
AMERICAN CENTY ETF TR	US LARGE CAP VLU	025072349	5,951,757	84,482	SH		SOLE	0	257	0	84,225
APPLE INC	COM	037833100	2,602,447	10,717	SH		SOLE	0	0	0	10,717
ARES CAPITAL CORP	COM	04010L103	244,310	11,000	SH		SOLE	0	0	0	11,000
BOSTON SCIENTIFIC CORP	COM	101137107	294,979	3,275	SH		SOLE	0	0	0	3,275
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	14020Y300	2,358,745	85,184	SH		SOLE	0	0	0	85,184
CEL-SCI CORP	COM PAR NEW	150837607	8,250	16,500	SH		SOLE	0	0	0	16,500
DIMENSIONAL ETF TRUST	SHORT DURATION F	25434V864	743,950	15,672	SH		SOLE	0	0	0	15,672
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	25434V872	419,263	9,865	SH		SOLE	0	0	0	9,865
DIMENSIONAL ETF TRUST	US CORE EQT MKT	25434V104	1,535,879	36,275	SH		SOLE	0	0	0	36,275
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	25434V203	368,405	12,008	SH		SOLE	0	0	0	12,008
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	25434V708	9,710,137	266,323	SH		SOLE	0	846	0	265,477
ENVIVA INC	COM	29415B103	2	20,025	SH		SOLE	0	0	0	20,025
FISERV INC	COM	337738108	222,619	1,074	SH		SOLE	0	0	0	1,074
GOLDMAN SACHS BDC INC	SHS	38147U107	130,300	10,000	SH		SOLE	0	0	0	10,000
HOME DEPOT INC	COM	437076102	300,665	697	SH		SOLE	0	0	0	697
ISHARES INC	MSCI PAC JP ETF	464286665	242,643	5,198	SH		SOLE	0	0	0	5,198
ISHARES INC	MSCI EURZONE ETF	464286608	456,492	9,267	SH		SOLE	0	0	0	9,267
ISHARES INC	MSCI EMRG CHN	46434G764	2,669,097	45,610	SH		SOLE	0	258	0	45,352
ISHARES INC	CORE MSCI EMKT	46434G103	282,501	5,142	SH		SOLE	0	95	0	5,047
ISHARES TR	MSCI USA QLT FCT	46432F339	10,567,807	56,676	SH		SOLE	0	244	0	56,432
ISHARES TR	HDG MSCI EAFE	46434V803	1,378,727	38,555	SH		SOLE	0	0	0	38,555
ISHARES TR	CORE TOTAL USD	46434V613	12,504,785	270,257	SH		SOLE	0	893	0	269,364
ISHARES TR	US INFRASTRUC	46435U713	1,361,965	27,093	SH		SOLE	0	105	0	26,988
ISHARES TR	ESG AWR MSCI USA	46435G425	692,636	5,167	SH		SOLE	0	51	0	5,116
ISHARES TR	CORE S&P MCP ETF	464287507	242,679	3,640	SH		SOLE	0	0	0	3,640
ISHARES TR	CORE S&P SCP ETF	464287804	243,686	1,957	SH		SOLE	0	0	0	1,957
ISHARES TR	S&P 500 GRWT ETF	464287309	13,019,028	125,195	SH		SOLE	0	390	0	124,805
ISHARES TR	RUS 1000 VAL ETF	464287598	787,207	4,018	SH		SOLE	0	0	0	4,018
ISHARES TR	RUS 1000 GRW ETF	464287614	844,548	2,046	SH		SOLE	0	0	0	2,046
ISHARES TR	U.S. TECH ETF	464287721	4,557,266	27,548	SH		SOLE	0	112	0	27,436
ISHARES TR	MSCI UK ETF NEW	46435G334	242,864	6,765	SH		SOLE	0	0	0	6,765
ISHARES TR	S&P 100 ETF	464287101	3,413,668	11,535	SH		SOLE	0	15	0	11,520
ISHARES TR	EAFE VALUE ETF	464288877	3,898,609	70,768	SH		SOLE	0	681	0	70,087
ISHARES TR	EAFE GRWTH ETF	464288885	8,296,943	80,319	SH		SOLE	0	293	0	80,026
J P MORGAN EXCHANGE TRADED F	USD EMRNG MKT	46641Q746	516,836	13,058	SH		SOLE	0	0	0	13,058
META PLATFORMS INC	CL A	30303M102	305,647	490	SH		SOLE	0	0	0	490
MICROSOFT CORP	COM	594918104	1,497,738	3,377	SH		SOLE	0	0	0	3,377
NVIDIA CORPORATION	COM	67066G104	574,176	4,031	SH		SOLE	0	0	0	4,031
OLD DOMINION FREIGHT LINE IN	COM	679580100	248,878	1,226	SH		SOLE	0	0	0	1,226
PHILIP MORRIS INTL INC	COM	718172109	1,318,917	10,102	SH		SOLE	0	0	0	10,102
PRIMERICA INC	COM	74164M108	225,535	763	SH		SOLE	0	0	0	763
PROCORE TECHNOLOGIES INC	COM	74275K108	747,000	9,000	SH		SOLE	0	0	0	9,000
PROGRESSIVE CORP	COM	743315103	358,420	1,408	SH		SOLE	0	0	0	1,408
RANGE RES CORP	COM	75281A109	444,791	13,179	SH		SOLE	0	13,179	0	0
REGIONS FINANCIAL CORP NEW	COM	7591EP100	204,172	7,775	SH		SOLE	0	0	0	7,775
SCHWAB STRATEGIC TR	US AGGREGATE B	808524839	9,438,204	405,421	SH		SOLE	0	222	0	405,199
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	78463X509	2,724,462	67,874	SH		SOLE	0	128	0	67,746
SPDR S&P 500 ETF TR	TR UNIT	78462F103	2,494,452	4,104	SH		SOLE	0	0	0	4,104
SPDR SER TR	PORTFOLIO S&P500	78464A854	25,909,193	362,265	SH		SOLE	0	1,980	0	360,285
UNITEDHEALTH GROUP INC	COM	91324P102	242,382	441	SH		SOLE	0	0	0	441
VANGUARD BD INDEX FDS	LONG TERM BOND	921937793	255,081	3,502	SH		SOLE	0	0	0	3,502
VANGUARD BD INDEX FDS	SHORT TRM BOND	921937827	525,696	6,762	SH		SOLE	0	0	0	6,762
VANGUARD BD INDEX FDS	INTERMED TERM	921937819	390,616	5,101	SH		SOLE	0	0	0	5,101
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	92203J407	848,357	16,763	SH		SOLE	0	0	0	16,763
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	2,708,172	4,846	SH		SOLE	0	0	0	4,846
VANGUARD INDEX FDS	EXTEND MKT ETF	922908652	449,424	2,182	SH		SOLE	0	0	0	2,182
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	922042858	549,875	11,856	SH		SOLE	0	0	0	11,856
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	92206C771	5,823,270	125,420	SH		SOLE	0	259	0	125,161
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	92206C847	3,180,592	53,699	SH		SOLE	0	164	0	53,535
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	921943858	1,439,950	28,385	SH		SOLE	0	0	0	28,385

Forthright Family Wealth Advisory 13F-HRQuarterly holdings report by institutional manager