ForthRight Wealth Management, LLC
CIK 1841633 · Holdings on Dec 31, 2023 · First reported Jan 23, 2024
Top ten holdings
Q4 2023- VOO13.23%
- NOBL13.05%
- IUSV10.76%
- IUSG8.27%
- SCHD8.03%
- SCHA6.57%
- BIV5.48%
- VO3.03%
- PFF2.64%
- VTEB2.56%
Share classes counted separately73.62%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PFFWeight decreased · -1.21 pp3.85% → 2.64%Shares -77.46K (-26.17%)
- IUSVWeight increased · +0.65 pp10.11% → 10.76%Shares +14.94K (+4.75%)
- VTEBWeight decreased · -0.44 pp3.00% → 2.56%Shares -15.17K (-10.48%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $34.14M | 13.23% | 78.17K shares | 12.82% → 13.23%+0.41 pp +2.42K (+3.20%) | Added | ↗▾ |
| 02 | NOBLPROSHARES S&P 500 DIVIDEND AS&P 500 DV ARIST View history and evidence | $33.69M | 13.05% | 353.89K shares | 13.16% → 13.05%-0.11 pp +8.89K (+2.58%) | Added | ↗▾ |
| 03 | IUSVISHARES CORE S&P U.S. VALUECORE S&P US VLU View history and evidence | $27.79M | 10.76% | 329.51K shares | 10.11% → 10.76%+0.65 pp +14.94K (+4.75%) | Added | ↗▾ |
| 04 | IUSGISHARES CORE S&P U.S. GROWTHCORE S&P US GWT View history and evidence | $21.34M | 8.27% | 204.97K shares | 8.27% → 8.27%+0.00 pp +2.64K (+1.31%) | Added | ↗▾ |
| 05 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $20.72M | 8.03% | 272.18K shares | 8.06% → 8.03%-0.03 pp +7.70K (+2.91%) | Added | ↗▾ |
| 06 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $16.97M | 6.57% | 359.28K shares | 6.38% → 6.57%+0.19 pp +1.84K (+0.52%) | Added | ↗▾ |
| 07 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $14.14M | 5.48% | 185.12K shares | 5.69% → 5.48%-0.21 pp +2.65K (+1.45%) | Added | ↗▾ |
| 08 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $7.83M | 3.03% | 33.67K shares | 2.84% → 3.03%+0.19 pp +2.01K (+6.35%) | Added | ↗▾ |
| 09 | PFFISHARES PREFERRED & INCOME SPFD AND INCM SEC View history and evidence | $6.82M | 2.64% | 218.54K shares | 3.85% → 2.64%-1.21 pp -77.46K (-26.17%) | Reduced | ↗▾ |
| 10 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $6.62M | 2.56% | 129.62K shares | 3.00% → 2.56%-0.44 pp -15.17K (-10.48%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1841633 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 258159130
}Research all 59 reported holdings.
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