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Home > Institutional Investor > Forthright Wealth Management, Llc > Profile

Instuitional Investor - Forthright Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Forthright Wealth Management, Llc
Portfolio Value	$320,689,752

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		79,374	$45,086,894	14.06%
2.	Schwab Strategic Trust	FNDF	1,205,516	$31,946,169	9.96%
3.	Ishares Trust	IEF	291,869	$27,619,529	8.61%
4.	Ishares Trust	IEF	181,076	$27,233,822	8.49%
5.	Proshares Tr - S&P 500 DV ARIST		245,132	$24,684,749	7.7%