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
+12.76%
+25.90%
512010.132
 
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF
333,500
35604.490
-3.77%
11.850
-0.45%
0.280
+6.59%
+11.86%
12634.528
 
SCHD 		Schwab US Dividend Equity ETF
1,005,612
28334.770
+227.72%
9.430
+6.55%
0.010
+8.75%
+14.58%
65461.988
 
IUSV 		ISHARES TRUST
281,357
26866.790
-9.31%
8.940
-0.92%
0.140
+9.06%
+16.20%
19882.684
 
IUSG 		ISHARES TRUST
177,514
23415.870
-7.76%
7.800
-0.68%
0.120
+15.61%
+33.85%
20810.216
 
SCHA 		Schwab U.S. Small-Cap ETF
807,060
20781.770
+105.53%
6.920
+3.55%
0.060
+15.15%
+17.10%
19438.065
 
BIV 		Vanguard Intermediate-Term Bond ETF
250,916
19664.260
+14.30%
6.550
+0.82%
0.100
-1.04%
-0.65%
18841.535
 
JPIB 		JPMorgan International Bond Opportunities ETF
283,717
13804.230
+44.99%
4.600
+1.43%
2.700
+0.10%
-0.10%
501.270
 
VO 		Vanguard Mid-Cap ETF
39,372
10387.630
+6.12%
3.460
+0.20%
0.020
+13.37%
+18.94%
69967.935
 
VTEB 		Vanguard Tax-Exempt Bond ETF
143,875
7354.870
+0.26%
2.450
+0.01%
0.020
+0.04%
-1.00%
33962.074
 

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
$29.08
6.75%
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
$27.66
11.40%
Add 105.53%
807,060
207,193
JPIB 		JPMorgan International Bond Opportunities ETF2024-09-30Add
+1.43%
●
46.96 ($47.97) 48.7
$47.74
-0.48%
Add 44.99%
283,717
88,043
HSRT 		Hartford AAA CLO ETF2024-09-30Add
+1.32%
●
38.92 ($39.07) 39.28
$39.06
-0.03%
Add 123.19%
184,572
101,873
IUSV 		ISHARES TRUST2024-09-30Reduce
-0.92%
●
87.56 ($91.94) 95.49
$97.99
6.58%
Reduce -9.31%
281,357
-28,892
PFF 		iShares U.S. Preferred Stock2024-09-30Reduce
-0.82%
●
31.18 ($32.18) 33.51
$33.30
3.46%
Reduce -41.42%
102,999
-72,818
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+0.82%
●
74.26 ($77.1) 78.84
$75.88
-1.58%
Add 14.3%
250,916
31,393
IUSG 		ISHARES TRUST2024-09-30Reduce
-0.68%
●
116.79 ($127.17) 133.54
$139.34
9.57%
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
$106.51
4.90%
Reduce -3.77%
333,500
-13,052
VOO 		Vanguard S&P 500 ETF2024-09-30Reduce
-0.28%
●
475.2 ($508.3) 527.7
$549.95
8.19%
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

Discussions on ForthRight Wealth Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.