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

Instuitional Investor - Forthright Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Forthright Wealth Management, Llc
Portfolio Value $298,903,104
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 76,499 $39,313,762 13.15%
2.
Proshares Tr - S&P 500 DV ARIST
 342,040 $34,949,624 11.69%
3.
Schwab Strategic Trust
 FNDF 1,059,480 $29,623,062 9.91%
4.
Ishares Trust
 IEF 285,937 $26,389,097 8.83%
5.
Ishares Trust
 IEF 174,753 $22,207,563 7.43%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)