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 31k 1000.00
Vanguard Index Funds S&p 500 Etf Equity (VOO) 14.4 $28M 28k 1000.00
Ishares Tr Core S&p Us Gwt Equity (IUSG) 11.3 $22M 22k 1000.00
Ishares Tr Core S&p Us Vlu Equity (IUSV) 10.0 $19M 19k 1000.00
First Trust Capital Strength Etf Equity (FTCS) 8.7 $17M 17k 1000.00
Vanguard Intermediate-term Bond Etf Equity (BIV) 6.4 $12M 12k 1000.00
Ishares Tr Core S&p Mcp Etf Equity (IJH) 4.3 $8.3M 8.3k 1000.00
Schwab U.s. Small-cap Etf Equity (SCHA) 3.3 $6.3M 6.3k 1000.00
Vanguard Tax-exempt Bond Etf Equity (VTEB) 3.2 $6.2M 6.2k 1000.00
Amplify Cwp Enhanced Dividend Income Etf Equity (DIVO) 2.4 $4.7M 4.7k 1000.00
Schwab Us Dividend Equity Etf Equity (SCHD) 2.4 $4.6M 4.6k 1000.00
First Trust Dow Jones Global Select Dividend Index Fund Equity (FGD) 2.3 $4.5M 4.5k 1000.00
Alps International Sector Dividend Dogs Etf Equity (IDOG) 2.2 $4.3M 4.3k 1000.00
Proshares Russell 2000 Dividend Growers Etf Equity (SMDV) 1.1 $2.2M 2.2k 1000.00
Invesco S&p 500 Equal Weight Financials Etf Equity (RSPF) 1.1 $2.1M 2.1k 1000.00
Visa Incorporated Com Class A Equity (V) 1.1 $2.1M 2.1k 1000.00
Home Depot Incorporated Equity (HD) 1.1 $2.1M 2.1k 1000.00
United Parcel Service Incorporated Class B Equity (UPS) 1.1 $2.1M 2.1k 1000.00
Procter And Gamble Company Equity (PG) 0.9 $1.8M 1.8k 1000.00
Apple Incorporated Equity (AAPL) 0.6 $1.2M 1.2k 1000.00
Marathon Pete Corporation Equity (MPC) 0.6 $1.1M 1.1k 1000.00
Ishares Tr Core S&p Ttl Stk Equity (ITOT) 0.6 $1.1M 1.1k 1000.00
Southern Company Equity (SO) 0.5 $995k 995.00 1000.00
Hf Sinclair Corporation Equity (DINO) 0.4 $863k 863.00 1000.00
First Trust Large Cap Core Alphadex Fund Equity (FEX) 0.3 $673k 673.00 1000.00
Spdr S&p 500 Etf Equity (SPY) 0.3 $615k 615.00 1000.00
Genuine Parts Company Equity (GPC) 0.3 $504k 504.00 1000.00
Truist Finl Corporation Equity (TFC) 0.2 $448k 448.00 1000.00
Ishares Tr Msci Intl Multft Equity (INTF) 0.2 $427k 427.00 1000.00
Microsoft Corporation Equity (MSFT) 0.2 $420k 420.00 1000.00
Travelers Companies Incorporated Equity (TRV) 0.2 $405k 405.00 1000.00
Coca Cola Company Equity (KO) 0.2 $387k 387.00 1000.00
Duke Energy Corporation Equity (DUK) 0.2 $356k 356.00 1000.00
Bk Of America Corporation Equity (BAC) 0.2 $314k 314.00 1000.00
Chevron Corporation Equity (CVX) 0.2 $306k 306.00 1000.00
Agco Corporation Equity (AGCO) 0.1 $269k 269.00 1000.00
Unitedhealth Group Incorporated Equity (UNH) 0.1 $250k 250.00 1000.00
Walmart Incorporated Equity (WMT) 0.1 $243k 243.00 1000.00
Johnson & Johnson Equity (JNJ) 0.1 $230k 230.00 1000.00
First Trust Morningstar Dividend Leaders Index Fund Equity (FDL) 0.1 $223k 223.00 1000.00
Mckesson Corporation Equity (MCK) 0.1 $222k 222.00 1000.00
Haverty Furniture Companies Incorporated Equity (HVT) 0.1 $219k 219.00 1000.00
First Trust North American Energy Infrastructure Fund Equity (EMLP) 0.1 $206k 206.00 1000.00
Ishares Tr Msci Acwi Etf Equity (ACWI) 0.1 $203k 203.00 1000.00
Spdr Portfolio S&p 500 Value Etf Equity (SPYV) 0.1 $200k 200.00 1000.00