ForthRight Wealth Management

ForthRight Wealth Management as of March 31, 2022

Portfolio Holdings for ForthRight Wealth Management

ForthRight Wealth Management holds 45 positions in its portfolio as reported in the March 2022 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) 16.2 $31M 331k 94.91
Vanguard Index Funds S&p 500 Etf Equity (VOO) 14.4 $28M 67k 415.17
Ishares Tr Core S&p Us Gwt Equity (IUSG) 11.3 $22M 207k 105.66
Ishares Tr Core S&p Us Vlu Equity (IUSV) 10.0 $19M 256k 75.87
First Trust Capital Strength Etf Equity (FTCS) 8.7 $17M 214k 78.20
Vanguard Intermediate-term Bond Etf Equity (BIV) 6.4 $12M 151k 81.90
Ishares Tr Core S&p Mcp Etf Equity (IJH) 4.3 $8.3M 31k 268.35
Schwab U.s. Small-cap Etf Equity (SCHA) 3.3 $6.3M 133k 47.36
Vanguard Tax-exempt Bond Etf Equity (VTEB) 3.2 $6.2M 120k 51.55
Amplify Cwp Enhanced Dividend Income Etf Equity (DIVO) 2.4 $4.7M 126k 37.45
Schwab Us Dividend Equity Etf Equity (SCHD) 2.4 $4.6M 59k 78.89
First Trust Dow Jones Global Select Dividend Index Fund Equity (FGD) 2.3 $4.5M 179k 25.34
Alps International Sector Dividend Dogs Etf Equity (IDOG) 2.2 $4.3M 151k 28.15
Proshares Russell 2000 Dividend Growers Etf Equity (SMDV) 1.1 $2.2M 34k 64.60
Invesco S&p 500 Equal Weight Financials Etf Equity (RSPF) 1.1 $2.1M 34k 63.70
Visa Incorporated Com Class A Equity (V) 1.1 $2.1M 9.6k 221.81
Home Depot Incorporated Equity (HD) 1.1 $2.1M 7.1k 299.37
United Parcel Service Incorporated Class B Equity (UPS) 1.1 $2.1M 9.7k 214.42
Procter And Gamble Company Equity (PG) 0.9 $1.8M 12k 152.84
Apple Incorporated Equity (AAPL) 0.6 $1.2M 6.9k 174.54
Marathon Pete Corporation Equity (MPC) 0.6 $1.1M 13k 85.48
Ishares Tr Core S&p Ttl Stk Equity (ITOT) 0.6 $1.1M 11k 100.99
Southern Company Equity (SO) 0.5 $995k 14k 72.51
Hf Sinclair Corporation Equity (DINO) 0.4 $863k 22k 39.87
First Trust Large Cap Core Alphadex Fund Equity (FEX) 0.3 $673k 7.6k 88.23
Spdr S&p 500 Etf Equity (SPY) 0.3 $615k 1.4k 451.87
Genuine Parts Company Equity (GPC) 0.3 $504k 4.0k 126.00
Truist Finl Corporation Equity (TFC) 0.2 $448k 7.9k 56.64
Ishares Tr Msci Intl Multft Equity (INTF) 0.2 $427k 15k 27.70
Microsoft Corporation Equity (MSFT) 0.2 $420k 1.4k 308.14
Travelers Companies Incorporated Equity (TRV) 0.2 $405k 2.2k 182.93
Coca Cola Company Equity (KO) 0.2 $387k 6.2k 61.97
Duke Energy Corporation Equity (DUK) 0.2 $356k 3.2k 111.53
Bk Of America Corporation Equity (BAC) 0.2 $314k 7.6k 41.19
Chevron Corporation Equity (CVX) 0.2 $306k 1.9k 162.68
Agco Corporation Equity (AGCO) 0.1 $269k 1.8k 146.04
Unitedhealth Group Incorporated Equity (UNH) 0.1 $250k 491.00 509.17
Walmart Incorporated Equity (WMT) 0.1 $243k 1.6k 148.62
Johnson & Johnson Equity (JNJ) 0.1 $230k 1.3k 177.61
First Trust Morningstar Dividend Leaders Index Fund Equity (FDL) 0.1 $223k 5.9k 37.49
Mckesson Corporation Equity (MCK) 0.1 $222k 726.00 305.79
Haverty Furniture Companies Incorporated Equity (HVT) 0.1 $219k 8.0k 27.38
First Trust North American Energy Infrastructure Fund Equity (EMLP) 0.1 $206k 7.4k 27.67
Ishares Tr Msci Acwi Etf Equity (ACWI) 0.1 $203k 2.0k 99.75
Spdr Portfolio S&p 500 Value Etf Equity (SPYV) 0.1 $200k 4.8k 41.80