account_balance
Investment manager · 13F filer · SEC CIK 1696802
Forefront Analytics, LLC
Reported value$97Mas of Sep 30, 2026
Positions39 2 new, 0 sold out
Top 10 weight83.2%HDV alone is 11%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
HDViShares Tr
11.5%Added +16%
VWOVanguard Intl Equity Index F
11.3%Added +3%
ESGDiShares Tr
10.6%Trimmed −4%
ESGEiShares Inc
10.2%Trimmed −5%
MTUMiShares Tr
9.9%Added +24%
NULVNushares ETF Tr
7.3%Trimmed −4%
DBEFDBX ETF Tr
7.1%
VEAVanguard Tax-Managed FDS
5.5%Added +60%
ESGGFlexshares Tr
5.1%Trimmed −4%
NVDANVIDIA Corp
4.6%
IVViShares Tr
3.4%Trimmed −4%
HEEMiShares Inc
2.5%
HDViShares Tr
11.5%Added +16%
VWOVanguard Intl Equity Index F
11.3%Added +3%
ESGDiShares Tr
10.6%Trimmed −4%
ESGEiShares Inc
10.2%Trimmed −5%
MTUMiShares Tr
9.9%Added +24%
NULVNushares ETF Tr
7.3%
DBEFDBX ETF Tr
7.1%
VEAVanguard Tax-Managed FDS
5.5%
ESGGFlexshares Tr
5.1%
IVV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HDV iShares Tr 11.5% Added +16%
VWO Vanguard Intl Equity Index F 11.3% Added +3%
ESGD iShares Tr 10.6% Trimmed −4%
ESGE iShares Inc 10.2% Trimmed −5%
MTUM iShares Tr 9.9% Added +24%
NULV Nushares ETF Tr 7.3% Trimmed −4%
DBEF DBX ETF Tr 7.1% Held
VEA Vanguard Tax-Managed FDS 5.5% Added +60%
ESGG Flexshares Tr 5.1% Trimmed −4%
NVDA NVIDIA Corp 4.6% HeldIVV iShares Tr 3.4% Trimmed −4%
HEEM iShares Inc 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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