ForthRight Wealth Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 12, 2024
Value $
$278M
Signature - Title
Anthony Austreng - Chief Compliance Officer
Location
5755 North Point Pkwy, Suite 47, Alpharetta, GA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 64 $278M +$10.5M -$8.82M +$1.66M VOO, NOBL, IUSV, IUSG, SCHD 13F-HR 7/12/2024, 02:00 PM
Q1 2024 66 $279M +$10.3M -$2.45M +$7.82M VOO, NOBL, IUSV, IUSG, SCHD 13F-HR 4/23/2024, 10:00 AM
Q4 2023 59 $258M +$8.63M -$3.78M +$4.85M VOO, NOBL, IUSV, IUSG, SCHD 13F-HR 1/23/2024, 10:57 AM
Q3 2023 56 $232M +$6.15M -$2.39M +$3.76M NOBL, VOO, IUSV, IUSG, SCHD 13F-HR 10/24/2023, 10:23 AM
Q2 2023 57 $239M +$32.4M -$20M +$12.4M NOBL, VOO, IUSV, IUSG, SCHD 13F-HR 7/17/2023, 09:47 AM
Q1 2023 57 $218M +$23.9M -$7.25M +$16.7M NOBL, VOO, IUSV, IUSG, SCHA 13F-HR 4/18/2023, 04:29 PM
Q4 2022 51 $196M +$10.8M -$1.32M +$9.48M NOBL, VOO, IUSV, IUSG, FTCS 13F-HR 1/17/2023, 08:42 PM
Q3 2022 47 $170M +$8.31M -$7.91M +$400K NOBL, VOO, IUSV, IUSG, FTCS 13F-HR 10/14/2022, 08:21 PM
Q2 2022 44 $180M +$22.6M -$11.2M +$11.5M NOBL, VOO, IUSV, IUSG, MUB 13F-HR 7/14/2022, 07:09 PM
Q1 2022 45 $193M +$26.4M -$3.84M +$22.6M NOBL, VOO, IUSG, IUSV, FTCS Restatement 4/19/2022, 04:55 PM
Q4 2021 45 $183M +$13.2M -$9.04M +$4.15M NOBL, VOO, IUSG, FTCS, BIV 13F-HR 1/24/2022, 02:08 PM
Q3 2021 39 $165M +$9.3M -$543K +$8.75M NOBL, VOO, IUSG, BIV, FTCS 13F-HR 10/26/2021, 03:28 PM
Q2 2021 34 $158M +$2.65M -$427K +$2.22M NOBL, VOO, IUSG, BIV, FTCS 13F-HR 7/23/2021, 11:49 AM
Q1 2021 35 $147M +$21.1M -$9.83M +$11.3M NOBL, VOO, IUSG, BIV, FTCS 13F-HR 4/26/2021, 07:51 AM
Q4 2020 171 $127M NOBL, VOO, IUSG, FTCS, IUSV 13F-HR 1/29/2021, 10:48 AM