Wealth Forward, LLC
CIK 2012773 · Holdings on Dec 31, 2023 · First reported Feb 21, 2024
Top ten holdings
Q4 2023- RSP16.71%
- FNDA13.52%
- VEA11.63%
- FNDX8.77%
- TIP8.75%
- OEF8.70%
- BSV7.49%
- AOR4.60%
- HYG4.05%
- FNDE3.44%
Share classes counted separately87.66%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $19.78M | 16.71% | 125.37K shares | Prior unavailable — | — | ↗▾ |
| 02 | FNDASCHWAB FNDMNTL US SM CO ETFSCHWAB FDT US SC View history and evidence | $16.00M | 13.52% | 289.12K shares | Prior unavailable — | — | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $13.77M | 11.63% | 287.48K shares | Prior unavailable — | — | ↗▾ |
| 04 | FNDXSCHWAB FNDMNTL US LRG CO ETFSCHWAB FDT US LG View history and evidence | $10.39M | 8.77% | 167.68K shares | Prior unavailable — | — | ↗▾ |
| 05 | TIPISHARES TIPS BOND ETFTIPS BD ETF View history and evidence | $10.36M | 8.75% | 96.39K shares | Prior unavailable — | — | ↗▾ |
| 06 | OEFISHARES S&P 100 ETFS&P 100 ETF View history and evidence | $10.29M | 8.70% | 46.08K shares | Prior unavailable — | — | ↗▾ |
| 07 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $8.86M | 7.49% | 115.06K shares | Prior unavailable — | — | ↗▾ |
| 08 | AORISHARES CORE 60/40 BALANCEDGRWT ALLOCAT ETF View history and evidence | $5.44M | 4.60% | 102.31K shares | Prior unavailable — | — | ↗▾ |
| 09 | HYGISHR IBX USD HIYLD CB ETF-UIIBOXX HI YD ETF View history and evidence | $4.79M | 4.05% | 61.94K shares | Prior unavailable — | — | ↗▾ |
| 10 | FNDESCHWAB FNDMNTL EM MRK EQ ETFSCHWB FDT EMK LG View history and evidence | $4.07M | 3.44% | 149.99K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2012773 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 21, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 118368275
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.