ForthRight Wealth Management, LLC
- SEC CIK
- 0001841633
- 最新申報
- 2026/8/7
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/18 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 51
- 較 2022 年第 3 季 +4
- 總值
- $1.96 億
- 較 2022 年第 3 季 +$2,507 萬 (+14.7%)
| 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 | 371,579 | $3,344 萬 | 17.1% | +10,780+3.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 71,743 | $2,521 萬 | 12.9% | −788−1.1% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 319,925 | $2,260 萬 | 11.6% | +15,172+5.0% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 202,572 | $1,651 萬 | 8.4% | +2,096+1.0% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 167,006 | $1,252 萬 | 6.4% | −744−0.4% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 35,066 | $848.2 萬 | 4.3% | +1,054+3.1% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 112,266 | $834.4 萬 | 4.3% | −5,678−4.8% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 77,476 | $817.5 萬 | 4.2% | +16,659+27.4% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 194,771 | $789.0 萬 | 4.0% | +6,235+3.3% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 146,837 | $526.6 萬 | 2.7% | +4,472+3.1% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 56,700 | $428.3 萬 | 2.2% | −387−0.7% | 減碼 | – |
| Alps ETF Tr00162Q718 | INTL SEC DV DOG | 167,562 | $426.6 萬 | 2.2% | +5,238+3.2% | 加碼 | – |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 65,222 | $400.3 萬 | 2.0% | +1,700+2.7% | 加碼 | – |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 180,366 | $396.4 萬 | 2.0% | +3,839+2.2% | 加碼 | – |
| DCGODocGo Inc. | COM | 394,886 | $279.2 萬 | 1.4% | +295,868+298.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,720 | $257.0 萬 | 1.3% | +5,354+391.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V340 | S&P500 EQL FIN | 40,606 | $229.1 萬 | 1.2% | +938+2.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 7,172 | $226.5 萬 | 1.2% | +19+0.3% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 44,315 | $219.3 萬 | 1.1% | +7,259+19.6% | 加碼 | – |
| VVisa Inc. | Stock | 9,753 | $202.6 萬 | 1.0% | +150+1.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 9,813 | $170.6 萬 | 0.9% | +159+1.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 10,767 | $163.2 萬 | 0.8% | +164+1.5% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 11,566 | $134.6 萬 | 0.7% | −820−6.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,697 | $113.0 萬 | 0.6% | −40−0.5% | 減碼 | 歷史 |
| DINOHF Sinclair Corp | COM | 21,646 | $112.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 12,515 | $89.4 萬 | 0.5% | +42+0.3% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 9,007 | $76.4 萬 | 0.4% | −484−5.1% | 減碼 | – |
| GPCGenuine Parts Co | Stock | 4,177 | $72.5 萬 | 0.4% | −1,050−20.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 7,566 | $60.6 萬 | 0.3% | −62−0.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 12,345 | $48.0 萬 | 0.2% | +1,202+10.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,954 | $46.9 萬 | 0.2% | +216+12.4% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 9,963 | $42.9 萬 | 0.2% | −1,726−14.8% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,214 | $41.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,632 | $40.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 7,151 | $39.4 萬 | 0.2% | +280+4.1% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 3,243 | $33.4 萬 | 0.2% | +17+0.5% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 1,902 | $33.0 萬 | 0.2% | +1,902 | 新進 | – |
| KOCoca Cola Co | Stock | 4,944 | $31.5 萬 | 0.2% | −808−14.0% | 減碼 | 歷史 |
| iShares Tr46434V274 | INTL EQTY FACTOR | 12,014 | $29.6 萬 | 0.2% | −1,850−13.3% | 減碼 | – |
| BACBank of America Corp | Stock | 8,408 | $27.8 萬 | 0.1% | +754+9.9% | 加碼 | 歷史 |
| AGCOAGCO Corp | COM | 1,930 | $26.8 萬 | 0.1% | +1,930 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,453 | $26.1 萬 | 0.1% | +4+0.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 491 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,418 | $25.0 萬 | 0.1% | +123+9.5% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 660 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MHKMohawk Industries Inc | COM | 2,250 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HVTHaverty Furniture Companies Inc | COM | 7,600 | $22.7 萬 | 0.1% | +7,600 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 1,587 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,274 | $21.5 萬 | 0.1% | −359−13.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 5,760 | $20.5 萬 | 0.1% | +5,760 | 新進 | – |
| AIMAIM ImmunoTech Inc. | COM | 20,000 | $6,238 | <0.1% | 00.0% | 不變 | 歷史 |