ForthRight Wealth Management, LLC
- SEC CIK
- 0001841633
- 最新申報
- 2026/8/7
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 65
- 較 2024 年第 4 季 +5
- 總值
- $2.99 億
- 較 2024 年第 4 季 −$109.6 萬 (−0.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 76,499 | $3,931 萬 | 13.2% | +1,223+1.6% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 342,040 | $3,495 萬 | 11.7% | +3,256+1.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,059,480 | $2,962 萬 | 9.9% | +28,356+2.8% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 285,937 | $2,639 萬 | 8.8% | +4,382+1.6% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 174,753 | $2,221 萬 | 7.4% | +1,386+0.8% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 273,928 | $2,097 萬 | 7.0% | +6,777+2.5% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 838,818 | $1,965 萬 | 6.6% | +17,678+2.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 303,646 | $1,454 萬 | 4.9% | +6,940+2.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 41,552 | $1,075 萬 | 3.6% | +1,561+3.9% | 加碼 | – |
| Hartford FDS Exchange Traded41653L602 | SHRT DURTN ETF | 202,324 | $785.9 萬 | 2.6% | +7,635+3.9% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 149,160 | $740.1 萬 | 2.5% | +505+0.3% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 143,309 | $584.3 萬 | 2.0% | +1,663+1.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,444 | $472.3 萬 | 1.6% | −45−0.5% | 減碼 | 歷史 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 68,559 | $449.7 萬 | 1.5% | +308+0.5% | 加碼 | – |
| Alps ETF Tr00162Q718 | INTL SEC DV DOG | 124,483 | $394.0 萬 | 1.3% | +214+0.2% | 加碼 | – |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 146,238 | $353.9 萬 | 1.2% | +691+0.5% | 加碼 | – |
| VVisa Inc. | Stock | 8,651 | $303.2 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 51,039 | $297.8 萬 | 1.0% | −40−0.1% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 88,754 | $272.7 萬 | 0.9% | −8,044−8.3% | 減碼 | – |
| Invesco Exchange Traded FD T46137V340 | S&P500 EQL FIN | 31,678 | $229.8 萬 | 0.8% | −636−2.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,911 | $220.2 萬 | 0.7% | −218−2.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 5,853 | $214.5 萬 | 0.7% | −255−4.2% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 7,548 | $213.6 萬 | 0.7% | +66+0.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 22,087 | $198.0 萬 | 0.7% | −2,314−9.5% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 10,761 | $183.4 萬 | 0.6% | +29+0.3% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 14,740 | $155.4 萬 | 0.5% | −367−2.4% | 減碼 | – |
| MPCMarathon Petroleum Corp | Stock | 10,302 | $150.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IBTAIbotta, Inc. | CLASS A COM SHS | 34,596 | $146.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 13,875 | $127.6 萬 | 0.4% | −32−0.2% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 9,442 | $103.9 萬 | 0.3% | −35−0.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,687 | $89.2 萬 | 0.3% | +20+0.4% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 7,263 | $80.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,142 | $80.4 萬 | 0.3% | −15−0.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 8,077 | $75.0 萬 | 0.3% | +68+0.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 4,624 | $72.2 萬 | 0.2% | −135−2.8% | 減碼 | 歷史 |
| DCGODocGo Inc. | COM | 269,887 | $71.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DINOHF Sinclair Corp | COM | 21,646 | $71.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 12,974 | $66.3 萬 | 0.2% | +20.0% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,741 | $57.8 萬 | 0.2% | −459−8.8% | 減碼 | – |
| GPCGenuine Parts Co | Stock | 4,677 | $55.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 6,119 | $53.7 萬 | 0.2% | +228+3.9% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,265 | $43.9 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 3,634 | $43.2 萬 | 0.1% | −543−13.0% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,546 | $40.9 萬 | 0.1% | −83−5.1% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 551 | $37.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 7,365 | $34.4 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 2,298 | $32.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 3,103 | $31.8 萬 | 0.1% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 7,614 | $31.3 萬 | 0.1% | −188−2.4% | 減碼 | 歷史 |
| iShares Tr46434V274 | INTL EQTY FACTOR | 9,872 | $30.4 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 4,197 | $30.1 萬 | 0.1% | −1,173−21.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 6,035 | $27.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 100 ETF464287101 | ETF | 964 | $26.1 萬 | 0.1% | −48−4.7% | 減碼 | – |
| CVXChevron Corp | Stock | 1,492 | $25.0 萬 | 0.1% | −77−4.9% | 減碼 | 歷史 |
| MHKMohawk Industries Inc | COM | 2,150 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 777 | $24.3 萬 | 0.1% | +777 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,238 | $24.3 萬 | 0.1% | −629−21.9% | 減碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 707 | $23.6 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,122 | $22.8 萬 | 0.1% | +750+9.0% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,133 | $22.6 萬 | 0.1% | +2+0.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 4,149 | $21.2 萬 | 0.1% | +4,149 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 851 | $21.2 萬 | 0.1% | +851 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,266 | $21.0 萬 | 0.1% | +1,266 | 新進 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 2,956 | $20.6 萬 | 0.1% | +2,956 | 新進 | – |
| KMBKimberly Clark Corp | Stock | 1,418 | $20.2 萬 | 0.1% | +1,418 | 新進 | 歷史 |
2024 年第 4 季之後清倉（1 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。