Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PROSHARES TR | 15 | Q2 2024 | 17.8% |
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 15 | Q2 2024 | 15.6% |
ISHARES TR CORE S&P US VLU | 15 | Q2 2024 | 11.6% |
ISHARES TR CORE S&P US GWT | 15 | Q2 2024 | 13.7% |
FIRST TRUST CAPITAL STRENGTH ETF | 15 | Q2 2024 | 10.3% |
ISHARES TR CORE S&P MCP ETF | 15 | Q2 2024 | 4.5% |
VANGUARD TAX-EXEMPT BOND ETF | 15 | Q2 2024 | 4.1% |
PROSHARES TR | 15 | Q2 2024 | 4.1% |
AMPLIFY ETF TR | 15 | Q2 2024 | 2.7% |
ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF | 15 | Q2 2024 | 2.2% |
View ForthRight Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-20 |
13F-HR | 2024-07-12 |
13F-HR | 2024-04-23 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-17 |
13F-HR | 2022-07-15 |
View ForthRight Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.