Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORTHRIGHT WEALTH MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 66 | 278,617,696 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $37,741,947 | 78,515 | 0.01 | 0.01 | 345 | 0.44 | 03-31-2024 |
| PROSHARES TR | S&P 500 DV ARIST | 2 | $35,699,491 | 352,031 | 0.01 | 0.01 | -1,857 | -0.52 | 03-31-2024 |
| ISHARES TR | CORE S&P US VLU | 3 | $29,407,524 | 325,161 | 0.01 | 0.01 | -4,353 | -1.32 | 03-31-2024 |
| ISHARES TR | CORE S&P US GWT | 4 | $23,798,646 | 203,043 | 0.01 | 0.01 | -1,924 | -0.94 | 03-31-2024 |
