ForthRight Wealth Management

ForthRight Wealth Management as of March 31, 2021

Portfolio Holdings for ForthRight Wealth Management

ForthRight Wealth Management holds 35 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 16.4 $24M 280k 86.26
Vanguard Index Funds S&p 500 Etf Etf (VOO) 14.6 $22M 59k 364.29
Ishares Tr Core S&p Us Gwt Etf (IUSG) 11.3 $17M 184k 90.79
Vanguard Intermediate-term Bond Etf Etf (BIV) 11.0 $16M 182k 88.73
First Trust Capital Strength Etf Etf (FTCS) 9.2 $14M 191k 70.82
Ishares Tr Core S&p Us Vlu Etf (IUSV) 8.8 $13M 189k 68.90
Ishares Tr Core S&p Mcp Etf Etf (IJH) 4.1 $6.0M 23k 260.28
Proshares Russell 2000 Dividend Growers Etf Etf (SMDV) 3.9 $5.7M 88k 65.42
Vanguard Tax-exempt Bond Etf Closed End Fund (VTEB) 3.7 $5.4M 100k 54.64
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) 2.3 $3.4M 103k 32.72
First Trust Dow Jones Global Select Dividend Index Fund Etf (FGD) 2.3 $3.3M 132k 25.14
Alps International Sector Dividend Dogs Etf Etf (IDOG) 1.9 $2.8M 102k 27.40
Visa Incorporated Com Class A Common Stock (V) 1.4 $2.0M 9.6k 211.76
United Parcel Service Incorporated Class B Common Stock (UPS) 1.1 $1.7M 9.8k 170.02
Invesco S&p 500 Equal Weight Financials Etf Etf (RSPF) 0.9 $1.4M 25k 55.83
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.8 $1.2M 34k 34.44
Procter And Gamble Company Common Stock (PG) 0.8 $1.1M 8.3k 135.45
Ishares Tr Core S&p Ttl Stk Etf (ITOT) 0.7 $985k 11k 91.56
Apple Incorporated Common Stock (AAPL) 0.6 $881k 7.2k 122.09
Hollyfrontier Corporation Common Stock 0.6 $830k 23k 35.80
Marathon Pete Corporation Common Stock (MPC) 0.5 $703k 13k 53.48
First Trust Large Cap Core Alphadex Fund Etf (FEX) 0.4 $611k 7.6k 80.10
Genuine Parts Company Common Stock (GPC) 0.4 $587k 5.1k 115.57
Spdr S&p 500 Etf Etf (SPY) 0.4 $537k 1.4k 396.60
Ishares Tr Msci Intl Multft Etf (INTF) 0.3 $501k 17k 28.73
Coca Cola Company Common Stock (KO) 0.3 $444k 8.4k 52.74
Haverty Furniture Companies Incorporated Common Stock (HVT) 0.2 $298k 8.0k 37.25
Travelers Companies Incorporated Common Stock (TRV) 0.2 $286k 1.9k 150.53
Ishares Tr Msci Acwi Etf Etf (ACWI) 0.2 $263k 2.8k 95.29
Microsoft Corporation Common Stock (MSFT) 0.2 $259k 1.1k 235.67
Southern Company Common Stock (SO) 0.2 $249k 4.0k 62.28
Coca Cola European Partners P Foreign Ordinary Shares (CCEP) 0.2 $222k 4.3k 52.16
Walmart Incorporated Common Stock (WMT) 0.2 $222k 1.6k 135.78
Agco Corporation Common Stock (AGCO) 0.1 $218k 1.5k 143.70
Exxon Mobil Corporation Common Stock (XOM) 0.1 $200k 3.6k 55.79