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| Name: |
ForthRight Wealth Management LLC |
| City: |
ALPHARETTA |
| State: |
GA |
| Zip: |
30022 |
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data |
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Filing Period: |
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| Holdings
Found :
17 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VOO |
Vanguard S&P 500 Etf |
1 |
- |
$485.97 |
$37,742,000 |
78,515 |
13.55% |
3,598,000 |
345 |
0.009 |
Closed - End Fund - E... |
|
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SCHD |
Schwab US Dividend Equity ETF |
5 |
- |
$80.00 |
$22,871,000 |
283,660 |
8.21% |
2,150,000 |
11,478 |
0.095 |
N/A |
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SCHA |
Schwab Strategic Trust |
6 |
- |
$48.70 |
$18,021,000 |
365,981 |
6.47% |
1,049,000 |
6,701 |
0.026 |
Closed - End Fund - Debt |
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BIV |
Vanguard Intermediate-Term ... |
7 |
- |
$74.69 |
$15,040,000 |
199,468 |
5.4% |
901,000 |
14,350 |
0.124 |
Closed - End Fund - Debt |
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VO |
Vanguard Mid Cap VIPERS |
8 |
- |
$248.23 |
$8,598,000 |
34,413 |
3.09% |
766,000 |
747 |
0.017 |
Closed - End Fund - E... |
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JPGB |
Jpmorgan Global Bond Opport... |
9 |
- |
$0.00 |
$7,078,000 |
148,634 |
2.54% |
668,000 |
14,495 |
1.651 |
N/A |
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VTEB |
Vanguard Tax Exempt Bond Etf |
10 |
- |
$50.26 |
$6,691,000 |
132,237 |
2.4% |
74,000 |
2,616 |
0.007 |
N/A |
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IJH |
iShares S&P MidCap 400 Index |
15 |
- |
$60.26 |
$3,844,000 |
63,278 |
1.38% |
260,000 |
50,348 |
0.027 |
Closed - End Fund - E... |
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HSRT |
Hartford Short Duration Etf |
24 |
- |
$0.00 |
$1,891,000 |
48,537 |
0.68% |
327,000 |
8,412 |
0.539 |
N/A |
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PG |
Procter & Gamble Co |
26 |
- |
$167.86 |
$1,746,000 |
10,764 |
0.63% |
171,000 |
14 |
0 |
Cleaning Products |
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SO |
Southern Co |
31 |
- |
$79.38 |
$983,000 |
13,705 |
0.35% |
107,000 |
1,219 |
0.001 |
Electric Utilities |
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SPYV |
SPDR Dow Jones Wilshire Lar... |
38 |
- |
$49.95 |
$680,000 |
13,573 |
0.24% |
47,000 |
3 |
0 |
Closed - End Fund - E... |
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WMT |
Wal-Mart Stores Inc |
46 |
- |
$60.24 |
$354,000 |
5,887 |
0.13% |
45,000 |
3,925 |
0 |
Discount, Variety Stores |
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DUK |
Duke Energy Corp |
47 |
- |
$102.84 |
$353,000 |
3,651 |
0.13% |
1,000 |
21 |
0 |
Electric Utilities |
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AGCO |
AGCO Corporation |
58 |
- |
$112.03 |
$241,000 |
1,961 |
0.09% |
3,000 |
4 |
0.003 |
Farm & Construction M... |
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CVX |
Chevron Corp |
60 |
- |
$161.09 |
$233,000 |
1,476 |
0.08% |
14,000 |
5 |
0 |
Integrated Oil & Gas |
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BAC |
Bank of America Corp |
61 |
- |
$39.22 |
$232,000 |
6,130 |
0.08% |
26,000 |
18 |
0 |
Domestic Money Center... |
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