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

Instuitional Investor - Forthright Wealth Management, Llc

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%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)