ForthRight Wealth Management, LLC
- SEC CIK
- 0001841633
- 最新申報
- 2026/8/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/28 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 65
- 較 2025 年第 1 季 0
- 總值
- $3.21 億
- 較 2025 年第 1 季 +$2,179 萬 (+7.3%)
| 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 | 79,374 | $4,509 萬 | 14.1% | +2,875+3.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,205,516 | $3,195 萬 | 10.0% | +146,036+13.8% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 291,869 | $2,762 萬 | 8.6% | +5,932+2.1% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 181,076 | $2,723 萬 | 8.5% | +6,323+3.6% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 245,132 | $2,468 萬 | 7.7% | −96,908−28.3% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 916,117 | $2,318 萬 | 7.2% | +77,299+9.2% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 264,520 | $2,046 萬 | 6.4% | −9,408−3.4% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 325,518 | $1,583 萬 | 4.9% | +21,872+7.2% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 301,714 | $1,284 萬 | 4.0% | +158,405+110.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 44,968 | $1,258 萬 | 3.9% | +3,416+8.2% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 136,705 | $670.3 萬 | 2.1% | −12,455−8.4% | 減碼 | – |
| Hartford FDS Exchange Traded41653L602 | SHRT DURTN ETF | 147,275 | $572.6 萬 | 1.8% | −55,049−27.2% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 78,919 | $558.5 萬 | 1.7% | +78,919 | 新進 | – |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 85,395 | $555.6 萬 | 1.7% | +16,836+24.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,490 | $524.5 萬 | 1.6% | +46+0.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 176,385 | $485.8 萬 | 1.5% | +30,147+20.6% | 加碼 | – |
| Alps ETF Tr00162Q718 | INTL SEC DV DOG | 134,915 | $457.6 萬 | 1.4% | +10,432+8.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 51,901 | $321.9 萬 | 1.0% | +862+1.7% | 加碼 | – |
| VVisa Inc. | Stock | 8,651 | $307.2 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 78,382 | $240.5 萬 | 0.7% | −10,372−11.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,936 | $203.8 萬 | 0.6% | +25+0.3% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 7,548 | $201.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 20,859 | $189.6 萬 | 0.6% | −1,228−5.6% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 10,761 | $171.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,471 | $163.9 萬 | 0.5% | −1,382−23.6% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 9,602 | $159.5 萬 | 0.5% | −700−6.8% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 13,614 | $125.0 萬 | 0.4% | −261−1.9% | 減碼 | 歷史 |
| IBTAIbotta, Inc. | CLASS A COM SHS | 30,296 | $110.9 萬 | 0.3% | −4,300−12.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,142 | $106.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,657 | $102.2 萬 | 0.3% | −30−0.6% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,442 | $98.7 萬 | 0.3% | −5,298−35.9% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 9,442 | $95.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 8,545 | $93.3 萬 | 0.3% | +468+5.8% | 加碼 | – |
| SAPSAP SE | ADR | 3,039 | $92.4 萬 | 0.3% | +3,039 | 新進 | 歷史 |
| DINOHF Sinclair Corp | COM | 21,646 | $88.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 7,273 | $76.7 萬 | 0.2% | +10+0.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,229 | $75.0 萬 | 0.2% | −395−8.5% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 14,209 | $74.4 萬 | 0.2% | +1,235+9.5% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,743 | $64.0 萬 | 0.2% | +20.0% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 2,102 | $62.0 萬 | 0.2% | +1,251+147.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,143 | $60.1 萬 | 0.2% | +24+0.4% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 4,677 | $56.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 2,298 | $50.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCKMcKesson Corp | Stock | 653 | $47.9 萬 | 0.1% | +102+18.5% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,265 | $46.4 萬 | 0.1% | 00.0% | 不變 | – |
| Global X Uranium ETF37954Y871 | ETF | 11,613 | $45.1 萬 | 0.1% | +11,613 | 新進 | – |
| DCGODocGo Inc. | COM | 269,887 | $42.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,470 | $39.3 萬 | 0.1% | −76−4.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,634 | $39.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 7,365 | $36.9 萬 | 0.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 2,238 | $35.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V274 | INTL EQTY FACTOR | 9,872 | $33.8 萬 | 0.1% | 00.0% | 不變 | – |
| TFCTruist Financial Corp | COM | 7,616 | $32.7 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 2,853 | $31.4 萬 | 0.1% | −250−8.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 6,035 | $30.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P 100 ETF464287101 | ETF | 964 | $29.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 707 | $28.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 3,566 | $27.6 萬 | 0.1% | +610+20.6% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 9,122 | $26.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 414 | $25.7 萬 | 0.1% | +414 | 新進 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 4,256 | $23.1 萬 | 0.1% | +107+2.6% | 加碼 | – |
| MHKMohawk Industries Inc | COM | 2,150 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,492 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,196 | $21.1 萬 | 0.1% | +1,196 | 新進 | 歷史 |
| AGCOAGCO Corp | COM | 2,040 | $21.0 萬 | 0.1% | +2,040 | 新進 | 歷史 |
2025 年第 1 季之後清倉（6 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V340 | S&P500 EQL FIN | 31,678 | $229.8 萬 | 0.8% | – |
| KOCoca Cola Co | Stock | 4,197 | $30.1 萬 | 0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 777 | $24.3 萬 | 0.1% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,133 | $22.6 萬 | 0.1% | – |
| JNJJohnson & Johnson | Stock | 1,266 | $21.0 萬 | 0.1% | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,418 | $20.2 萬 | 0.1% | 歷史 |