ForthRight Wealth Management, LLC Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$298.9B
Holdings
65
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 76,499 | $39.3B | 13.15% | |
| 2 | NOBLPROSHARES TR | 342,040 | $34.9B | 11.69% | |
| 3 | SCHDSCHWAB STRATEGIC TR | 1,059,480 | $29.6B | 9.91% | |
| 4 | IUSVISHARES TR | 285,937 | $26.4B | 8.83% | |
| 5 | IUSGISHARES TR | 174,753 | $22.2B | 7.43% | |
| 6 | BIVVANGUARD BD INDEX FDS | 273,928 | $21.0B | 7.02% | |
| 7 | SCHASCHWAB STRATEGIC TR | 838,818 | $19.7B | 6.58% | |
| 8 | JPIBJ P MORGAN EXCHANGE TRADED F | 303,646 | $14.5B | 4.86% | |
| 9 | VOVANGUARD INDEX FDS | 41,552 | $10.7B | 3.60% | |
| 10 | TRPAHARTFORD FDS EXCHANGE TRADED | 202,324 | $7.9B | 2.63% | |
| 11 | VTEBVANGUARD MUN BD FDS | 149,160 | $7.4B | 2.48% | |
| 12 | DIVOAMPLIFY ETF TR | 143,309 | $5.8B | 1.95% | |
| 13 | SPYSPDR S&P 500 ETF TR | 8,444 | $4.7B | 1.58% | |
| 14 | SMDVPROSHARES TR | 68,559 | $4.5B | 1.50% | |
| 15 | IDOGALPS ETF TR | 124,483 | $3.9B | 1.32% | |
| 16 | FGDFIRST TR EXCHANGE TRADED FD | 146,238 | $3.5B | 1.18% | |
| 17 | VVISA INC | 8,651 | $3.0B | 1.01% | |
| 18 | IJHISHARES TR | 51,039 | $3.0B | 1.00% | |
| 19 | PFFISHARES TR | 88,754 | $2.7B | 0.91% | |
| 20 | RSPFINVESCO EXCHANGE TRADED FD T | 31,678 | $2.3B | 0.77% | |
| 21 | AAPLAPPLE INC | 9,911 | $2.2B | 0.74% | |
| 22 | HDHOME DEPOT INC | 5,853 | $2.1B | 0.72% | |
| 23 | PGRPROGRESSIVE CORP | 7,548 | $2.1B | 0.71% | |
| 24 | FTCSFIRST TR EXCHANGE-TRADED FD | 22,087 | $2.0B | 0.66% | |
| 25 | PGPROCTER AND GAMBLE CO | 10,761 | $1.8B | 0.61% | |
| 26 | MUBISHARES TR | 14,740 | $1.6B | 0.52% | |
| 27 | MPCMARATHON PETE CORP | 10,302 | $1.5B | 0.50% | |
| 28 | IBTAIBOTTA INC | 34,596 | $1.5B | 0.49% | |
| 29 | SOSOUTHERN CO | 13,875 | $1.3B | 0.43% | |
| 30 | UPSUNITED PARCEL SERVICE INC | 9,442 | $1.0B | 0.35% | |
| 31 | AMZNAMAZON COM INC | 4,687 | $891.7M | 0.30% | |
| 32 | AFLAFLAC INC | 7,263 | $807.6M | 0.27% | |
| 33 | MSFTMICROSOFT CORP | 2,142 | $804.2M | 0.27% | |
| 34 | VONGVANGUARD SCOTTSDALE FDS | 8,077 | $749.5M | 0.25% | |
| 35 | GOOGALPHABET INC | 4,624 | $722.4M | 0.24% | |
| 36 | DCGODOCGO INC | 269,887 | $712.5M | 0.24% | |
| 37 | DINOHF SINCLAIR CORP | 21,646 | $711.7M | 0.24% | |
| 38 | SPYVSPDR SER TR | 12,974 | $662.6M | 0.22% | |
| 39 | ITOTISHARES TR | 4,741 | $578.5M | 0.19% | |
| 40 | GPCGENUINE PARTS CO | 4,677 | $557.2M | 0.19% | |
| 41 | WMTWALMART INC | 6,119 | $537.2M | 0.18% | |
| 42 | VIGVANGUARD SPECIALIZED FUNDS | 2,265 | $439.4M | 0.15% | |
| 43 | XOMEXXON MOBIL CORP | 3,634 | $432.2M | 0.14% | |
| 44 | TRVTRAVELERS COMPANIES INC | 1,546 | $408.9M | 0.14% | |
| 45 | MCKMCKESSON CORP | 551 | $370.8M | 0.12% | |
| 46 | FNOVFIRST TR EXCHNG TRADED FD VI | 7,365 | $343.7M | 0.11% | |
| 47 | ORCLORACLE CORP | 2,298 | $321.3M | 0.11% | |
| 48 | FEXFIRST TR LRGE CP CORE ALPHA | 3,103 | $317.9M | 0.11% | |
| 49 | TFCTRUIST FINL CORP | 7,614 | $313.3M | 0.10% | |
| 50 | INTFISHARES TR | 9,872 | $304.5M | 0.10% | |
| 51 | KOCOCA COLA CO | 4,197 | $300.6M | 0.10% | |
| 52 | FMAYFIRST TR EXCHNG TRADED FD VI | 6,035 | $278.7M | 0.09% | |
| 53 | OEFISHARES TR | 964 | $261.1M | 0.09% | |
| 54 | CVXCHEVRON CORP NEW | 1,492 | $249.6M | 0.08% | |
| 55 | MHKMOHAWK INDS INC | 2,150 | $245.5M | 0.08% | |
| 56 | MCDMCDONALDS CORP | 777 | $242.8M | 0.08% | |
| 57 | NVDANVIDIA CORPORATION | 2,238 | $242.5M | 0.08% | |
| 58 | VOOGVANGUARD ADMIRAL FDS INC | 707 | $236.5M | 0.08% | |
| 59 | SCHGSCHWAB STRATEGIC TR | 9,122 | $228.4M | 0.08% | |
| 60 | IWMISHARES TR | 1,133 | $226.0M | 0.08% | |
| 61 | SPMDSPDR SER TR | 4,149 | $212.3M | 0.07% | |
| 62 | IBMINTERNATIONAL BUSINESS MACHS | 851 | $211.6M | 0.07% | |
| 63 | JNJJOHNSON & JOHNSON | 1,266 | $210.0M | 0.07% | |
| 64 | IXUSISHARES TR | 2,956 | $206.3M | 0.07% | |
| 65 | KMBKIMBERLY-CLARK CORP | 1,418 | $201.7M | 0.07% |