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ForthRight Wealth Management, LLC

Q3 2021 Holdings

Filed 2021-10-26 | 39 holdings | $164.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)ETF74348A467$26.1K295,10815.9%
Vanguard Index Funds S&P 500 ETF SHS New(VOO)ETF922908363$24.1K61,10414.6%
Ishares TR Core S&P US GWT(IUSG)ETF464287671$19.4K189,22111.8%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$16.5K184,57610.0%
First Trust Capital Strength ETF(FTCS)ETF33733E104$15.3K204,8249.3%
Ishares TR Core S&P US VLU(IUSV)ETF464287663$14.2K200,3068.6%
Ishares TR Core S&P MCP ETF(IJH)ETF464287507$6.4K24,1823.9%
Vanguard Tax-Exempt Bond ETF(VTEB)Closed End Fund922907746$5.8K106,4233.5%
Proshares Russell 2000 Dividend Growers ETF(SMDV)ETF74347B698$5.8K94,0933.5%
First Trust DOW Jones Global Select Dividend Index Fund(FGD)ETF33734X200$3.3K132,0712.0%
First Trust Morningstar Dividend Leaders Index Fund(FDL)ETF336917109$3.3K99,6262.0%
Alps International Sector Dividend Dogs ETF(IDOG)Equity00162Q718$2.9K105,5001.7%
Home Depot Incorporated(HD)Common Stock437076102$2.4K7,4371.5%
Visa Incorporated COM Class A(V)Common Stock92826C839$2.1K9,6431.3%
United Parcel Service Incorporated Class B(UPS)Common Stock911312106$1.8K9,7541.1%
Procter and Gamble Company(PG)Common Stock742718109$1.8K12,6581.1%
Amplify CWP Enhanced Dividend Income ETF(DIVO)ETF032108409$1.8K50,1181.1%
Invesco S&P 500 Equal Weight Financials ETF(RSPF)ETF46137V340$1.5K24,9600.9%
Ishares TR Core S&P TTL STK(ITOT)ETF464287150$1.1K11,4580.7%
Apple Incorporated(AAPL)Common Stock037833100$1.0K7,2390.6%
Marathon Pete Corporation(MPC)Common Stock56585A102$81313,1460.5%
Hollyfrontier Corporation(HFCUSD)Common Stock436106108$76823,1860.5%
Coca Cola Company(KO)Common Stock191216100$65712,5280.4%
First Trust Large Cap Core Alphadex Fund(FEX)ETF33734K109$6517,6280.4%
Genuine Parts Company(GPC)Common Stock372460105$6165,0790.4%
Spdr S&P 500 ETF(SPY)ETF78462F103$5811,3540.4%
Southern Company(SO)Common Stock842587107$5048,1310.3%
Ishares TR Msci Intl Multft(INTF)ETF46434V274$48616,7630.3%
Microsoft Corporation(MSFT)Common Stock594918104$3701,3120.2%
Travelers Companies Incorporated(TRV)Common Stock89417E109$3372,2140.2%
BK of America Corporation(BAC)Common Stock060505104$3267,6680.2%
Truist Finl Corporation(TFC)Common Stock89832Q109$2924,9790.2%
AT&T Incorporated(T)Common Stock00206R102$28510,5440.2%
Ishares TR Msci Acwi ETF(ACWI)ETF464288257$2812,8100.2%
Haverty Furniture Companies Incorporated(HVT)Common Stock419596101$2708,0000.2%
Walmart Incorporated(WMT)Common Stock931142103$2281,6350.1%
Chevron Corporation New(CVX)Common Stock166764100$2031,9990.1%
Unitedhealth Group Incorporated(UNH)Common Stock91324P102$2025160.1%
Oracle Corporation(ORCL)Common Stock68389X105$2012,3100.1%