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CIK: 0001696802
Total reported value
$92.0M
$92.0M
67 檔
72.9%
The Q1 2024 SEC filing reveals that Forefront Analytics, LLC held a total portfolio value of $92.0M, covering 67 public equity positions.
During Q1 2024, Forefront Analytics, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 8.05% | -10.48% | -43.36% | |
| 2 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 7.52% | -0.45% | — | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.02% | +2.84% | -2.53% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.54% | — | +0.40% | |
| 5 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 5.40% | — | -0.36% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.86% | — | +0.34% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.66% | +0.92% | +0.58% | |
| 8 | ESGG | Flexshares Stoxx Global Esg | ETF-Other | 4.53% | -2.55% | -6.75% | |
| 9 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 3.41% | — | -0.06% | |
| 10 | EMLP | First Trust North American E | ETF-Other | 3.23% | — | -1.84% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.18% | +3.81% | -5.19% | |
| 12 | EDV | Vanguard Extended Dur Treas | ETF-Other | 3.08% | — | -0.24% | |
| 13 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 3.07% | +1.82% | -6.77% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.93% | — | -0.05% | |
| 15 | BKLN | Invesco Senior Loan ETF | ETF-Other | 2.81% | — | -0.39% | |
| 16 | WIP | State Street Spdr Ftse Inter | ETF-Other | 2.80% | — | +0.52% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 2.61% | — | -0.11% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-Other | 2.50% | +1.81% | -1.39% | |
| 19 | IGF | Ishares Global Infrastructur | ETF-Other | 2.44% | — | -1.34% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.75% | — | +0.56% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | +0.96% | -6.57% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.19% | — | +0.78% | |
| 23 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.13% | — | -0.07% | |
| 24 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.12% | — | -2.07% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.08% | — | +4.62% | |
| 26 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.03% | — | +10.95% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.00% | — | -0.88% | |
| 28 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.93% | — | +0.03% | |
| 29 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-Other | 0.81% | +0.86% | +0.91% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.77% | +0.02% | -1.02% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +1.99% | -0.06% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.76% | — | +15.24% | |
| 33 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.65% | +0.09% | -19.61% | |
| 34 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.57% | — | -0.84% | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.53% | — | +0.99% | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.52% | — | -1.33% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.49% | — | -0.27% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | — | +0.29% | |
| 39 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.46% | — | -14.07% | |
| 40 | INDA | Ishares Msci India ETF | ETF-Other | 0.35% | — | — | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | +0.45% | -6.91% | |
| 42 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.30% | — | -14.08% | |
| 43 | UWM | Proshares Ultra Russell2000 | ETF-Other | 0.29% | +0.24% | +0.15% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.25% | — | +0.22% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.25% | — | -12.32% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.22% | +0.23% | +0.36% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | +0.15% | +52.88% | |
| 48 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.19% | — | +0.60% | |
| 49 | RPAR | Rpar Risk Parity ETF | ETF-Other | 0.18% | — | -2.69% | |
| 50 | REET | Ishares Global Reit ETF | ETF-Other | 0.18% | — | +0.56% |
According to official SEC Form 13F filings, Forefront Analytics, LLC reported a total U.S. public equity portfolio value of $92.0M across 67 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ESGD, NULV, VWO) accounted for 72.9% of total reported equity market value during Q1 2024.
During Q1 2024, Forefront Analytics, LLC's top holdings by market value included ESGD (8.1%)、NULV (7.5%)、VWO (6.0%). The largest single position, ESGD, represented 8.1% of total portfolio value.
In Q1 2024, Forefront Analytics, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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