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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 $258,159,130
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 78,170 $34,144,499 13.22%
2.
Proshares Tr
 353,888 $33,690,164 13.05%
3.
Ishares Trust
 IEF 329,514 $27,787,951 10.76%
4.
Ishares Trust
 IEF 204,967 $21,337,033 8.26%
5.
Schwab Strategic Trust
 FNDF 272,182 $20,721,248 8.02%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)