ForthRight Wealth Management, LLC
77 holdingsFiling period: 2026-06-30Current AUM: $396.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 76.1K | $52.3M | $53.0M | 13.34% | -2,337 | 2026-06-30 |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.30M | $41.1M | $44.5M | 11.22% | +7.4K | 2026-06-30 |
| 3 | SCHA | SCHWAB STRATEGIC TR | 942.4K | $34.0M | $31.2M | 7.87% | -12,197 | 2026-06-30 |
| 4 | IUSV | ISHARES TR | 294.4K | $32.4M | $33.2M | 8.36% | -7,915 | 2026-06-30 |
| 5 | IUSG | ISHARES TR | 171.9K | $32.3M | $32.2M | 8.12% | -1,626 | 2026-06-30 |
| 6 | BIV | VANGUARD BD INDEX FDS | 332.2K | $25.5M | $24.6M | 6.19% | +16.9K | 2026-06-30 |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | 455.7K | $22.0M | $21.4M | 5.39% | +34.0K | 2026-06-30 |
| 8 | DIVO | AMPLIFY ETF TR | 466.1K | $21.3M | $22.1M | 5.58% | +49.1K | 2026-06-30 |
| 9 | NOBL | PROSHARES TR | 325.2K | $18.3M | $18.3M | 4.61% | +153.9K | 2026-06-30 |
| 10 | VO | VANGUARD INDEX FDS | 196.1K | $15.8M | $15.7M | 3.95% | +148.7K | 2026-06-30 |
| 11 | JIRE | J P MORGAN EXCHANGE TRADED F | 139.7K | $11.5M | $11.6M | 2.92% | +18.1K | 2026-06-30 |
| 12 | VTEB | VANGUARD MUN BD FDS | 146.3K | $7.4M | $7.1M | 1.78% | -2,924 | 2026-06-30 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | 8.3K | $6.2M | $6.3M | 1.59% | -11 | 2026-06-30 |
| 14 | AVUV | AMERICAN CENTY ETF TR | 42.8K | $5.3M | $5.3M | 1.34% | -1,401 | 2026-06-30 |
| 15 | FGD | FIRST TR EXCHANGE-TRADED FD | 165.6K | $5.3M | $5.9M | 1.48% | -10,762 | 2026-06-30 |
| 16 | IDOG | ALPS ETF TR | 127.5K | $5.3M | $5.7M | 1.42% | -8,772 | 2026-06-30 |
| 17 | CSEN | COHEN & STEERS ETF TRUST | 168.2K | $4.0M | $4.4M | 1.11% | -- | 2026-06-30 |
| 18 | IJH | ISHARES TR | 50.5K | $3.9M | $3.7M | 0.93% | -437 | 2026-06-30 |
| 19 | V | VISA INC | 8.7K | $3.0M | $3.3M | 0.82% | -- | 2026-06-30 |
| 20 | AAPL | APPLE INC | 10.0K | $2.9M | $3.3M | 0.83% | -273 | 2026-06-30 |
| 21 | TRPA | HARTFORD FDS EXCHANGE TRADED | 65.0K | $2.5M | $2.5M | 0.64% | -8,920 | 2026-06-30 |
| 22 | MPC | MARATHON PETE CORP | 9.6K | $2.5M | $3.9M | 0.99% | -- | 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 | 0.42% | -118 | 2026-06-30 |
| 25 | PG | PROCTER & GAMBLE CO | 10.4K | $1.5M | $1.5M | 0.39% | +15 | 2026-06-30 |
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