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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	$352,516,401

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		78,422	$46,861,109	13.29%
2.	Schwab Strategic Trust	SCHD	1,290,143	$39,581,582	11.23%
3.	Ishares Trust	IEF	302,273	$30,907,374	8.77%
4.	Schwab Strategic Trust	SCHD	954,561	$27,758,624	7.87%
5.	Ishares Trust	IEF	173,544	$26,918,445	7.64%