FW

ForthRight Wealth Management, LLC

13F
ForthRight Wealth Management, LLC
Last update 2024-10-29 63 Stocks (3 new)
Value $300.00 Mil Turnover 14 %
Countries:
Top Holdings: VOO(13.25%)NOBL(11.85%)SCHD(9.43%)IUSV(8.94%)IUSG(7.80%)
Portfolio Report
Summary Stock Picks Current Portfolio
ForthRight Wealth Management, ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
75,417
39795.110
-2.03%
13.250
-0.28%
0.010
+13.20%
+24.38%
505818.902
 
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF
333,500
35604.490
-3.77%
11.850
-0.45%
0.280
+6.66%
+11.41%
12583.511
 
SCHD 		Schwab US Dividend Equity ETF
1,005,612
28334.770
+227.72%
9.430
+6.55%
0.010
+9.75%
+14.42%
65371.944
 
IUSV 		ISHARES TRUST
281,357
26866.790
-9.31%
8.940
-0.92%
0.140
+9.85%
+15.75%
19805.580
 
IUSG 		ISHARES TRUST
177,514
23415.870
-7.76%
7.800
-0.68%
0.120
+15.77%
+31.36%
20423.404
 
SCHA 		Schwab U.S. Small-Cap ETF
807,060
20781.770
+105.53%
6.920
+3.55%
0.060
+15.84%
+16.38%
19318.598
 
BIV 		Vanguard Intermediate-Term Bond ETF
250,916
19664.260
+14.30%
6.550
+0.82%
0.100
-2.39%
-1.54%
18672.686
 
JPIB 		JPMorgan International Bond Opportunities ETF
283,717
13804.230
+44.99%
4.600
+1.43%
2.700
-0.25%
-0.59%
498.855
 
VO 		Vanguard Mid-Cap ETF
39,372
10387.630
+6.12%
3.460
+0.20%
0.020
+13.63%
+17.65%
69209.338
 
VTEB 		Vanguard Tax-Exempt Bond ETF
143,875
7354.870
+0.26%
2.450
+0.01%
0.020
-1.97%
-2.43%
33471.525
 

ForthRight Wealth Management, LLC's Historical Top Holdings Breakdowns

ForthRight Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+6.55%
●
25.67 ($27.24) 28.35
$29.04
6.61%
Add 227.72%
1,005,612
232,921
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+3.55%
●
23.45 ($24.83) 25.98
$27.49
10.71%
Add 105.53%
807,060
207,193
JPIB 		JPMorgan International Bond Opportunities ETF2024-09-30Add
+1.43%
●
46.96 ($47.97) 48.7
$47.51
-0.96%
Add 44.99%
283,717
88,043
HSRT 		Hartford AAA CLO ETF2024-09-30Add
+1.32%
●
38.92 ($39.07) 39.28
$39.03
-0.10%
Add 123.19%
184,572
101,873
IUSV 		ISHARES TRUST2024-09-30Reduce
-0.92%
●
87.56 ($91.94) 95.49
$97.61
6.17%
Reduce -9.31%
281,357
-28,892
PFF 		iShares U.S. Preferred Stock2024-09-30Reduce
-0.82%
●
31.18 ($32.18) 33.51
$32.80
1.93%
Reduce -41.42%
102,999
-72,818
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+0.82%
●
74.26 ($77.1) 78.84
$75.20
-2.46%
Add 14.3%
250,916
31,393
IUSG 		ISHARES TRUST2024-09-30Reduce
-0.68%
●
116.79 ($127.17) 133.54
$136.75
7.53%
Reduce -7.76%
177,514
-14,940
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF2024-09-30Reduce
-0.45%
●
95.1 ($101.53) 106.76
$106.06
4.46%
Reduce -3.77%
333,500
-13,052
VOO 		Vanguard S&P 500 ETF2024-09-30Reduce
-0.28%
●
475.2 ($508.3) 527.7
$543.30
6.89%
Reduce -2.03%
75,417
-1,561

ForthRight Wealth Management, LLC Total Holding History ($B)

To

ForthRight Wealth Management, LLC's Asset Allocation

To

ForthRight Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ForthRight Wealth Management, LLC's Hypothetical Growth since 2024-09-30

ForthRight Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ForthRight Wealth Management, LLC's Holdings Heat Map

Size field:

ForthRight Wealth Management, LLC's Holdings Bubble Chart

ForthRight Wealth Management, LLC News

  • 1

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