ForthRight Wealth Management, LLC 13F 持仓 · 2026年Q2
ForthRight Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 3.91 亿美元。前几大持仓：VOO（13.37%）、SCHD（10.53%）、SCHA（8.71%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $52.3M | 13.37% | 76,085 | 减持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $41.1M | 10.53% | 1.3M | 增持 |
| 3 | SCHA | SCHWAB STRATEGIC TR | $34.0M | 8.71% | 942,364 | 减持 |
| 4 | IUSV | ISHARES TR | $32.4M | 8.30% | 294,358 | 减持 |
| 5 | IUSG | ISHARES TR | $32.3M | 8.27% | 171,918 | 减持 |
| 6 | BIV | VANGUARD BD INDEX FDS | $25.5M | 6.52% | 332,229 | 增持 |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | $22.0M | 5.64% | 455,739 | 增持 |
| 8 | DIVO | AMPLIFY ETF TR | $21.3M | 5.45% | 466,125 | 增持 |
| 9 | NOBL | PROSHARES TR | $18.3M | 4.67% | 325,163 | 增持 |
| 10 | VO | VANGUARD INDEX FDS | $15.8M | 4.04% | 196,127 | 增持 |
| 11 | JIRE | J P MORGAN EXCHANGE TRADED F | $11.5M | 2.95% | 139,694 | 增持 |
| 12 | VTEB | VANGUARD MUN BD FDS | $7.4M | 1.89% | 146,259 | 减持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $6.2M | 1.59% | 8,342 | 减持 |
| 14 | AVUV | AMERICAN CENTY ETF TR | $5.3M | 1.37% | 42,827 | 减持 |
| 15 | FGD | FIRST TR EXCHANGE-TRADED FD | $5.3M | 1.36% | 165,594 | 减持 |
| 16 | IDOG | ALPS ETF TR | $5.3M | 1.34% | 127,526 | 减持 |
| 17 | CSEN | COHEN & STEERS ETF TRUST | $4.0M | 1.02% | 168,195 | 新建仓 |
| 18 | IJH | ISHARES TR | $3.9M | 1.00% | 50,455 | 减持 |
| 19 | V | VISA INC | $3.0M | 0.76% | 8,669 | 持平 |
| 20 | AAPL | APPLE INC | $2.9M | 0.74% | 9,990 | 减持 |
| 21 | TRPA | HARTFORD FDS EXCHANGE TRADED | $2.5M | 0.65% | 65,034 | 减持 |
| 22 | MPC | MARATHON PETE CORP | $2.5M | 0.63% | 9,602 | 持平 |
| 23 | PGR | PROGRESSIVE CORP | $1.6M | 0.42% | 7,548 | 持平 |
| 24 | FTCS | FIRST TR EXCHANGE-TRADED FD | $1.6M | 0.41% | 17,228 | 减持 |
| 25 | PG | PROCTER & GAMBLE CO | $1.5M | 0.39% | 10,431 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR