ForthRight Wealth Management, LLC
- SEC CIK
- 0001841633
- 最新申報
- 2026/8/7
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/19 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 45
- 較 2021 年第 4 季 0
- 總值
- $1.93 億
- 較 2021 年第 4 季 +$1,053 萬 (+5.8%)
| 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 | 331,283 | $3,144 萬 | 16.2% | +31,925+10.7% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 67,084 | $2,785 萬 | 14.4% | +4,532+7.2% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 207,210 | $2,189 萬 | 11.3% | +24,461+13.4% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 255,773 | $1,941 萬 | 10.0% | +46,807+22.4% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 214,403 | $1,677 萬 | 8.7% | +9,235+4.5% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 151,038 | $1,237 萬 | 6.4% | −38,771−20.4% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 30,945 | $830.4 萬 | 4.3% | +6,183+25.0% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 133,337 | $631.5 萬 | 3.3% | +49,037+58.2% | 加碼依 2 比 1 拆股換算 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 120,001 | $618.6 萬 | 3.2% | +7,449+6.6% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 126,132 | $472.4 萬 | 2.4% | +45,321+56.1% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 58,475 | $461.3 萬 | 2.4% | +16,948+40.8% | 加碼 | – |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 179,016 | $453.6 萬 | 2.3% | +52,824+41.9% | 加碼 | – |
| Alps ETF Tr00162Q718 | INTL SEC DV DOG | 151,148 | $425.5 萬 | 2.2% | +45,174+42.6% | 加碼 | – |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 33,790 | $218.3 萬 | 1.1% | −6,006−15.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V340 | S&P500 EQL FIN | 33,611 | $214.1 萬 | 1.1% | +9,694+40.5% | 加碼 | – |
| VVisa Inc. | Stock | 9,603 | $213.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,105 | $212.7 萬 | 1.1% | +269+3.9% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 9,654 | $207.0 萬 | 1.1% | −100−1.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,829 | $180.8 萬 | 0.9% | +12+0.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,858 | $119.7 萬 | 0.6% | −16−0.2% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 12,986 | $111.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 10,744 | $108.5 萬 | 0.6% | −167−1.5% | 減碼 | – |
| SOSouthern Co | Stock | 13,723 | $99.5 萬 | 0.5% | +39+0.3% | 加碼 | 歷史 |
| DINOHF Sinclair Corp | COM | 21,646 | $86.3 萬 | 0.4% | +21,646 | 新進 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 7,628 | $67.3 萬 | 0.3% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,361 | $61.5 萬 | 0.3% | +7+0.5% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 4,000 | $50.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 7,909 | $44.8 萬 | 0.2% | +3,026+62.0% | 加碼 | 歷史 |
| iShares Tr46434V274 | INTL EQTY FACTOR | 15,417 | $42.7 萬 | 0.2% | −673−4.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,363 | $42.0 萬 | 0.2% | +140+11.4% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,214 | $40.5 萬 | 0.2% | −50−2.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,245 | $38.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,192 | $35.6 萬 | 0.2% | +16+0.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 7,624 | $31.4 萬 | 0.2% | −444−5.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 1,881 | $30.6 萬 | 0.2% | −34−1.8% | 減碼 | 歷史 |
| AGCOAGCO Corp | COM | 1,842 | $26.9 萬 | 0.1% | −195−9.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 491 | $25.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 1,635 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,295 | $23.0 萬 | 0.1% | +1,295 | 新進 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 5,948 | $22.3 萬 | 0.1% | −3,415−36.5% | 減碼 | – |
| MCKMcKesson Corp | Stock | 726 | $22.2 萬 | 0.1% | +726 | 新進 | 歷史 |
| HVTHaverty Furniture Companies Inc | COM | 8,000 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 7,446 | $20.6 萬 | 0.1% | +7,446 | 新進 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 2,035 | $20.3 萬 | 0.1% | −250−10.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 4,785 | $20.0 萬 | 0.1% | +4,785 | 新進 | – |
2021 年第 4 季之後清倉（5 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HFCHollyFrontier Corp | COM | 21,646 | $71.0 萬 | 0.4% | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,308 | $22.5 萬 | 0.1% | – |
| ORCLOracle Corp | Stock | 2,560 | $22.3 萬 | 0.1% | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 973 | $21.3 萬 | 0.1% | – |
| KMBKimberly Clark Corp | Stock | 1,418 | $20.3 萬 | 0.1% | 歷史 |