ForthRight Wealth Management, LLC
76 holdingsFiling period: 2026-03-31Current AUM: $387.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 78.4K | $46.9M | $53.8M | 13.89% | -491 | 2026-03-31 |
| 2 | SCHD | SCHWAB STRATEGIC TR | 1.29M | $39.6M | $43.2M | 11.14% | +27.8K | 2026-03-31 |
| 3 | IUSV | ISHARES TR | 302.3K | $30.9M | $33.9M | 8.76% | +1.8K | 2026-03-31 |
| 4 | SCHA | SCHWAB STRATEGIC TR | 954.6K | $27.8M | $32.0M | 8.26% | +3.5K | 2026-03-31 |
| 5 | IUSG | ISHARES TR | 173.5K | $26.9M | $32.1M | 8.27% | -2,581 | 2026-03-31 |
| 6 | BIV | VANGUARD BD INDEX FDS | 315.3K | $24.3M | $23.8M | 6.14% | +28.1K | 2026-03-31 |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | 421.7K | $20.2M | $20.2M | 5.21% | +36.4K | 2026-03-31 |
| 8 | DIVO | AMPLIFY ETF TR | 417.0K | $18.7M | $19.6M | 5.04% | +42.3K | 2026-03-31 |
| 9 | NOBL | PROSHARES TR | 171.2K | $18.2M | $19.5M | 5.04% | -14,632 | 2026-03-31 |
| 10 | VO | VANGUARD INDEX FDS | 47.4K | $13.6M | $15.4M | 3.96% | +374 | 2026-03-31 |
| 11 | JIRE | J P MORGAN EXCHANGE TRADED F | 121.6K | $9.2M | $10.1M | 2.62% | +12.3K | 2026-03-31 |
| 12 | VTEB | VANGUARD MUN BD FDS | 149.2K | $7.4M | $7.4M | 1.91% | +5.1K | 2026-03-31 |
| 13 | IDOG | ALPS ETF TR | 136.3K | $5.7M | $6.0M | 1.54% | -407 | 2026-03-31 |
| 14 | FGD | FIRST TR EXCHANGE-TRADED FD | 176.4K | $5.6M | $6.1M | 1.57% | -415 | 2026-03-31 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | 8.4K | $5.4M | $6.2M | 1.61% | -26 | 2026-03-31 |
| 16 | AVUV | AMERICAN CENTY ETF TR | 44.2K | $4.9M | $5.5M | 1.43% | -- | 2026-03-31 |
| 17 | IJH | ISHARES TR | 50.9K | $3.4M | $3.8M | 0.99% | +87 | 2026-03-31 |
| 18 | TRPA | HARTFORD FDS EXCHANGE TRADED | 74.0K | $2.9M | $2.9M | 0.74% | -42,297 | 2026-03-31 |
| 19 | V | VISA INC | 8.7K | $2.6M | $3.2M | 0.82% | -5 | 2026-03-31 |
| 20 | AAPL | APPLE INC | 10.3K | $2.6M | $3.2M | 0.82% | -- | 2026-03-31 |
| 21 | MPC | MARATHON PETE CORP | 9.6K | $2.3M | $3.0M | 0.78% | -- | 2026-03-31 |
| 22 | FTCS | FIRST TR EXCHANGE-TRADED FD | 17.3K | $1.6M | $1.7M | 0.44% | -556 | 2026-03-31 |
| 23 | PG | PROCTER & GAMBLE CO | 10.4K | $1.5M | $1.5M | 0.39% | -330 | 2026-03-31 |
| 24 | PGR | PROGRESSIVE CORP | 7.5K | $1.5M | $1.6M | 0.41% | -- | 2026-03-31 |
| 25 | DINO | HF SINCLAIR CORP | 21.3K | $1.3M | $1.9M | 0.50% | -- | 2026-03-31 |
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