ForthRight Wealth Management

ForthRight Wealth Management as of June 30, 2021

Portfolio Holdings for ForthRight Wealth Management

ForthRight Wealth Management holds 34 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Proshares S&p 500 Dividend Aristocrats Etf Equity (NOBL) 16.5 $26M 286k 90.63
Vanguard Index Funds S&p 500 Etf Equity (VOO) 14.8 $23M 60k 393.52
Ishares Tr Core S&p Us Gwt Equity (IUSG) 11.9 $19M 186k 100.98
Vanguard Intermediate-term Bond Etf Equity (BIV) 10.4 $17M 183k 89.96
First Trust Capital Strength Etf Equity (FTCS) 9.6 $15M 200k 75.55
Ishares Tr Core S&p Us Vlu Equity (IUSV) 8.7 $14M 192k 71.96
Ishares Tr Core S&p Mcp Etf Equity (IJH) 4.0 $6.3M 23k 268.74
Proshares Russell 2000 Dividend Growers Etf Equity (SMDV) 3.6 $5.7M 90k 63.66
Vanguard Tax-exempt Bond Etf Equity (VTEB) 3.6 $5.7M 103k 55.30
First Trust Morningstar Dividend Leaders Index Fund Equity (FDL) 2.2 $3.4M 103k 33.18
First Trust Dow Jones Global Select Dividend Index Fund Equity (FGD) 2.1 $3.4M 131k 25.94
Alps International Sector Dividend Dogs Etf Equity (IDOG) 1.8 $2.9M 104k 28.04
Visa Incorporated Com Class A Equity (V) 1.4 $2.3M 9.6k 233.85
United Parcel Service Incorporated Class B Equity (UPS) 1.3 $2.0M 9.5k 207.92
Invesco S&p 500 Equal Weight Financials Etf Equity (RSPF) 0.9 $1.5M 25k 59.76
Amplify Cwp Enhanced Dividend Income Etf Equity (DIVO) 0.9 $1.4M 40k 35.86
Procter And Gamble Company Equity (PG) 0.7 $1.1M 8.3k 134.97
Ishares Tr Core S&p Ttl Stk Equity (ITOT) 0.7 $1.1M 11k 98.77
Apple Incorporated Equity (AAPL) 0.6 $977k 7.1k 136.89
Marathon Pete Corporation Equity (MPC) 0.5 $794k 13k 60.40
Hollyfrontier Corporation Equity 0.5 $763k 23k 32.91
First Trust Large Cap Core Alphadex Fund Equity (FEX) 0.4 $655k 7.6k 85.87
Genuine Parts Company Equity (GPC) 0.4 $642k 5.1k 126.40
Spdr S&p 500 Etf Equity (SPY) 0.4 $580k 1.4k 428.36
Ishares Tr Msci Intl Multft Equity (INTF) 0.3 $524k 17k 30.05
Coca Cola Company Equity (KO) 0.3 $403k 7.4k 54.10
Haverty Furniture Companies Incorporated Equity (HVT) 0.2 $342k 8.0k 42.75
Travelers Companies Incorporated Equity (TRV) 0.2 $331k 2.2k 149.50
Microsoft Corporation Equity (MSFT) 0.2 $298k 1.1k 270.91
Ishares Tr Msci Acwi Etf Equity (ACWI) 0.2 $279k 2.8k 101.09
Southern Company Equity (SO) 0.2 $242k 4.0k 60.48
Walmart Incorporated Equity (WMT) 0.1 $231k 1.6k 141.28
Exxon Mobil Corporation Equity (XOM) 0.1 $227k 3.6k 63.09
Agco Corporation Equity (AGCO) 0.1 $204k 1.6k 130.43