ForthRight Wealth Management, LLC
- SEC CIK
- 0001841633
- 最新申報
- 2026/8/7
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/26 申報。只含多頭部位。
- 持股檔數
- 35
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.47 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ProShares Tr74348A467 | S&P 500 DV ARIST | 279,591 | $2,412 萬 | 16.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 59,010 | $2,150 萬 | 14.6% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 183,485 | $1,666 萬 | 11.3% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 182,229 | $1,617 萬 | 11.0% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 191,441 | $1,356 萬 | 9.2% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 188,637 | $1,300 萬 | 8.8% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 23,233 | $604.7 萬 | 4.1% | – | – | – |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 87,598 | $573.1 萬 | 3.9% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 99,677 | $544.6 萬 | 3.7% | – | – | – |
| First Tr Exchange-Traded FD336917109 | SHS | 103,242 | $337.8 萬 | 2.3% | – | – | – |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 132,201 | $332.4 萬 | 2.3% | – | – | – |
| Alps ETF Tr00162Q718 | INTL SEC DV DOG | 101,529 | $278.2 萬 | 1.9% | – | – | – |
| VVisa Inc. | Stock | 9,643 | $204.2 萬 | 1.4% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 9,834 | $167.2 萬 | 1.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V340 | S&P500 EQL FIN | 24,770 | $138.3 萬 | 0.9% | – | – | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 33,621 | $115.8 萬 | 0.8% | – | – | – |
| PGProcter & Gamble Co | Stock | 8,335 | $112.9 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 10,758 | $98.5 萬 | 0.7% | – | – | – |
| AAPLApple Inc. | Stock | 7,216 | $88.1 萬 | 0.6% | – | – | 歷史 |
| HFCHollyFrontier Corp | COM | 23,186 | $83.0 萬 | 0.6% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 13,146 | $70.3 萬 | 0.5% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 7,628 | $61.1 萬 | 0.4% | – | – | – |
| GPCGenuine Parts Co | Stock | 5,079 | $58.7 萬 | 0.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,354 | $53.7 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46434V274 | INTL EQTY FACTOR | 17,438 | $50.1 萬 | 0.3% | – | – | – |
| KOCoca Cola Co | Stock | 8,418 | $44.4 萬 | 0.3% | – | – | 歷史 |
| HVTHaverty Furniture Companies Inc | COM | 8,000 | $29.8 萬 | 0.2% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,900 | $28.6 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 2,760 | $26.3 萬 | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,099 | $25.9 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 3,998 | $24.9 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,635 | $22.2 萬 | 0.2% | – | – | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 4,256 | $22.2 萬 | 0.2% | – | – | 歷史 |
| AGCOAGCO Corp | COM | 1,517 | $21.8 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,585 | $20.0 萬 | 0.1% | – | – | 歷史 |