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Wealth Forward

Latest statistics and disclosures from Wealth Forward's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002012773

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Positions held by Wealth Forward consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealth Forward

Wealth Forward holds 30 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	16.7	$20M	125k	157.80	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	13.5	$16M	289k	55.35	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.6	$14M	288k	47.90	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	8.8	$10M	168k	61.94	View chart
Ishares Tr Tips Bd Etf (TIP)	8.8	$10M	96k	107.49	View chart
Ishares Tr S&p 100 Etf (OEF)	8.7	$10M	46k	223.39	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	7.5	$8.9M	115k	77.02	View chart
Ishares Tr Grwt Allocat Etf (AOR)	4.6	$5.4M	102k	53.19	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	4.0	$4.8M	62k	77.39	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	3.4	$4.1M	150k	27.14	View chart
Apple (AAPL)	1.9	$2.3M	12k	192.53	View chart
Us Bancorp Del Com New (USB)	1.3	$1.6M	36k	43.28	View chart
Ishares Tr Aggres Alloc Etf (AOA)	1.1	$1.3M	18k	69.05	View chart
Alerus Finl (ALRS)	1.0	$1.2M	56k	22.39	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.9	$1.1M	12k	90.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$779k	2.2k	356.66	View chart
Microsoft Corporation (MSFT)	0.6	$762k	2.0k	376.04	View chart
UnitedHealth (UNH)	0.6	$667k	1.3k	526.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$628k	1.4k	436.80	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.5	$586k	16k	36.15	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$521k	13k	40.21	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.4	$520k	13k	41.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$439k	1.9k	237.22	View chart
Target Corporation (TGT)	0.4	$439k	3.1k	142.42	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.4	$418k	8.0k	52.43	View chart
Otter Tail Corporation (OTTR)	0.3	$360k	4.2k	84.97	View chart
Devon Energy Corporation (DVN)	0.2	$296k	6.5k	45.30	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.2	$281k	8.3k	33.73	View chart
Draftkings Com Cl A (DKNG)	0.2	$260k	7.4k	35.25	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$240k	5.0k	47.56	View chart

Past Filings by Wealth Forward

SEC 13F filings are viewable for Wealth Forward going back to 2023

Wealth Forward 2023 Q4 filed Feb. 21, 2024

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