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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	$347,838,117

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		78,913	$49,488,551	14.23%
2.	Schwab Strategic Trust	FNDF	1,262,314	$34,625,277	9.95%
3.	Ishares Trust	IEF	300,457	$30,808,844	8.86%
4.	Ishares Trust	IEF	176,125	$29,578,379	8.5%
5.	Schwab Strategic Trust	FNDF	951,024	$27,085,170	7.79%