Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Institutional Investor > Forthright Wealth Management, Llc > Profile

Instuitional Investor - Forthright Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Forthright Wealth Management, Llc
Portfolio Value	$299,999,292

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		75,276	$40,559,592	13.51%
2.	Proshares Tr - S&P 500 DV ARIST		338,784	$33,725,978	11.24%
3.	Schwab Strategic Trust	FNDF	1,031,124	$28,170,308	9.39%
4.	Ishares Trust	IEF	281,555	$26,069,132	8.68%
5.	Ishares Trust	IEF	173,367	$24,158,680	8.05%