ForthRight Wealth Management, LLC
77 holdingsFiling period: 2026-06-30Current AUM: $400.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 76.1K | $52.3M | $53.8M | 13.43% | -2,337 | 2026-06-30 |
| 2 | SCHD | Schwab Strategic TR | 1.30M | $41.1M | $45.0M | 11.24% | +7.4K | 2026-06-30 |
| 3 | SCHA | Schwab Strategic TR | 942.4K | $34.0M | $30.7M | 7.67% | -12,197 | 2026-06-30 |
| 4 | IUSV | iShares TR | 294.4K | $32.4M | $33.7M | 8.43% | -7,915 | 2026-06-30 |
| 5 | IUSG | iShares TR | 171.9K | $32.3M | $32.8M | 8.20% | -1,626 | 2026-06-30 |
| 6 | BIV | Vanguard BD Index Fds | 332.2K | $25.5M | $24.4M | 6.09% | +16.9K | 2026-06-30 |
| 7 | JPIB | J P Morgan Exchange Traded F | 455.7K | $22.0M | $21.4M | 5.33% | +34.0K | 2026-06-30 |
| 8 | DIVO | Amplify ETF TR | 466.1K | $21.3M | $22.4M | 5.59% | +49.1K | 2026-06-30 |
| 9 | NOBL | ProShares TR | 325.2K | $18.3M | $18.7M | 4.67% | +153.9K | 2026-06-30 |
| 10 | VO | Vanguard Index Fds | 196.1K | $15.8M | $15.9M | 3.96% | +148.7K | 2026-06-30 |
| 11 | JIRE | J P Morgan Exchange Traded F | 139.7K | $11.5M | $11.5M | 2.86% | +18.1K | 2026-06-30 |
| 12 | VTEB | Vanguard Mun BD Fds | 146.3K | $7.4M | $7.0M | 1.75% | -2,924 | 2026-06-30 |
| 13 | SPY | State Str Spdr S&P 500 ETF T | 8.3K | $6.2M | $6.4M | 1.60% | -11 | 2026-06-30 |
| 14 | AVUV | American Centy ETF TR | 42.8K | $5.3M | $5.2M | 1.29% | -1,401 | 2026-06-30 |
| 15 | FGD | First TR Exchange-Traded FD | 165.6K | $5.3M | $5.5M | 1.38% | -10,762 | 2026-06-30 |
| 16 | IDOG | Alps ETF TR | 127.5K | $5.3M | $5.5M | 1.37% | -8,772 | 2026-06-30 |
| 17 | CSEN | Cohen & Steers ETF Trust | 168.2K | $4.0M | $4.4M | 1.09% | -- | 2026-06-30 |
| 18 | IJH | iShares TR | 50.5K | $3.9M | $3.7M | 0.92% | -437 | 2026-06-30 |
| 19 | V | Visa Inc | 8.7K | $3.0M | $3.5M | 0.88% | -- | 2026-06-30 |
| 20 | AAPL | Apple Inc | 10.0K | $2.9M | $3.4M | 0.85% | -273 | 2026-06-30 |
| 21 | TRPA | Hartford Fds Exchange Traded | 65.0K | $2.5M | $2.5M | 0.63% | -8,920 | 2026-06-30 |
| 22 | MPC | Marathon Pete Corp | 9.6K | $2.5M | $4.6M | 1.14% | -- | 2026-06-30 |
| 23 | PGR | Progressive Corp | 7.5K | $1.6M | $1.7M | 0.42% | -- | 2026-06-30 |
| 24 | FTCS | First TR Exchange-Traded FD | 17.2K | $1.6M | $1.7M | 0.43% | -118 | 2026-06-30 |
| 25 | PG | Procter & Gamble Co | 10.4K | $1.5M | $1.7M | 0.41% | +15 | 2026-06-30 |
← Scroll →
Page 1 of 4