FW

ForthRight Wealth Management, LLC

13F
ForthRight Wealth Management, LLC
Last update 2025-04-16 65 Stocks (6 new)
Value $299.00 Mil Turnover 2 %
Countries:
Top Holdings: VOO(13.15%)NOBL(11.69%)SCHD(9.91%)IUSV(8.83%)IUSG(7.43%)
Summary Stock Picks Current Portfolio
ForthRight Wealth Management, ... Top Holdings of 2025-03-31 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
76,499
39,313.8
+1.62%
13.150
+0.21%
0.010
+23.99%
+7.04%
614,417.8
 
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
342,040
34,949.6
+0.96%
11.690
+0.11%
0.290
+3.79%
+4.43%
11,620.0
 
SCHD
Schwab US Dividend Equity ETF
1,059,480
29,623.1
+2.75%
9.910
+0.27%
0.040
+3.32%
+2.01%
71,250.9
 
IUSV
ISHARES TRUST
285,937
26,389.1
+1.56%
8.830
+0.14%
0.130
+16.77%
+4.77%
21,244.5
 
IUSG
ISHARES TRUST
174,753
22,207.6
+0.80%
7.430
+0.06%
0.110
+31.05%
+8.57%
23,490.7
 
BIV
Vanguard Intermediate-Term Bond ETF
273,928
20,974.7
+2.54%
7.020
+0.17%
0.090
+1.49%
+4.58%
23,099.0
 
SCHA
Schwab U.S. Small-Cap ETF
838,818
19,653.5
+2.15%
6.580
+0.14%
0.120
+17.92%
+1.41%
17,815.2
 
JPIB
JPMorgan International Bond Opportunities ETF
JPMorgan International Bond Opportunities ETF
303,646
14,541.6
+2.34%
4.860
+0.11%
2.300
+3.77%
+5.00%
886.9
 
VO
Vanguard Mid-Cap ETF
41,552
10,746.1
+3.90%
3.600
+0.14%
0.010
+14.26%
+8.28%
76,168.6
 
HSRT
Hartford AAA CLO ETF
202,324
7,859.3
+3.92%
2.630
+0.10%
7.360
+1.39%
+2.41%
0
 

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 ETF
2025-03-31
Add
Add
+0.27%
●
27.01 ($27.88) 28.54
$27.35
-1.90%
Add 2.75%
1,059,480
28,356
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.21%
●
507.05 ($540.58) 563.67
$572.95
5.99%
Add 1.62%
76,499
1,223
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+0.17%
●
73.78 ($75.44) 76.59
$76.73
1.71%
Add 2.54%
273,928
6,777
IUSV
ISHARES TRUST
2025-03-31
Add
Add
+0.14%
●
90 ($93.85) 96.32
$96.17
2.47%
Add 1.56%
285,937
4,382
SCHA
Schwab U.S. Small-Cap ETF
2025-03-31
Add
Add
+0.14%
●
23.16 ($25.49) 27.04
$25.91
1.67%
Add 2.15%
838,818
17,678
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.14%
●
251.87 ($268.43) 277.95
$283.40
5.58%
Add 3.9%
41,552
1,561
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
2025-03-31
Add
Add
+0.11%
●
97.38 ($101.55) 104.52
$102.80
1.23%
Add 0.96%
342,040
3,256
JPIB
JPMorgan International Bond Opportunities ETF
JPMorgan International Bond Opportunities ETF
2025-03-31
Add
Add
+0.11%
●
46.97 ($47.71) 48.26
$48.46
1.58%
Add 2.34%
303,646
6,940
HSRT
Hartford AAA CLO ETF
2025-03-31
Add
Add
+0.10%
●
38.66 ($39.04) 39.2
$38.67
-0.95%
Add 3.92%
202,324
7,635
PFF
iShares U.S. Preferred Stock
2025-03-31
Reduce
Reduce
-0.08%
●
30.73 ($31.53) 32.26
$30.95
-1.84%
Reduce -8.31%
88,754
-8,044

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 2025-03-31

ForthRight Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ForthRight Wealth Management, LLC's Holdings Heat Map

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ForthRight Wealth Management, LLC's Holdings Bubble Chart

ForthRight Wealth Management, LLC News

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