$218 Million is the total value of ForthRight Wealth Management, LLC's 57 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VO | New | VANGUARD INDEX FDSmid cap etf | $1,855,452 | – | 8,797 | +100.0% | 0.85% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $563,680 | – | 5,420 | +100.0% | 0.26% | – |
| AMZN | New | AMAZON COM INC | $486,496 | – | 4,710 | +100.0% | 0.22% | – |
| IXUS | New | ISHARES TRcore msci total | $253,201 | – | 4,087 | +100.0% | 0.12% | – |
| ORCL | New | ORACLE CORP | $220,220 | – | 2,370 | +100.0% | 0.10% | – |
| KMB | New | KIMBERLY-CLARK CORP | $220,255 | – | 1,641 | +100.0% | 0.10% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $220,696 | – | 1,433 | +100.0% | 0.10% | – |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $217,804 | – | 945 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-18
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROSHARES TR | 12 | Q3 2023 | 17.8% |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 12 | Q3 2023 | 15.6% |
| ISHARES TR CORE S&P US GWT | 12 | Q3 2023 | 13.7% |
| ISHARES TR CORE S&P US VLU | 12 | Q3 2023 | 11.6% |
| FIRST TRUST CAPITAL STRENGTH ETF | 12 | Q3 2023 | 10.3% |
| ISHARES TR CORE S&P MCP ETF | 12 | Q3 2023 | 4.5% |
| VANGUARD TAX-EXEMPT BOND ETF | 12 | Q3 2023 | 4.1% |
| PROSHARES TR | 12 | Q3 2023 | 4.1% |
| FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | 12 | Q3 2023 | 2.6% |
| ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF | 12 | Q3 2023 | 2.2% |
View ForthRight Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR/A | 2022-04-19 |
| 13F-HR | 2022-04-14 |
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.