StockDriftsStockDriftsTop 50 ForthRight Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.29% | 78.4K | $46.9M | -0.62%(-491) | $357.03(+92.63%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 11.23% | 1.29M | $39.6M | +2.20%(+27.83K) | $25.59(+24.25%) | 2026-03-31 | |
| IUSV | ISHARES TR | 8.77% | 302.3K | $30.9M | +0.60%(+1.82K) | $66.59(+63.57%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 7.87% | 954.6K | $27.8M | +0.37%(+3.54K) | $22.93(+44.56%) | 2026-03-31 | |
| IUSG | ISHARES TR | 7.64% | 173.5K | $26.9M | -1.47%(-2.58K) | $89.89(+110.98%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 6.9% | 315.3K | $24.3M | +9.79%(+28.11K) | $81.21(-5.73%) | 2026-03-31 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 5.72% | 421.7K | $20.2M | +9.46%(+36.44K) | $47.53(+0.71%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 5.31% | 417.0K | $18.7M | +11.30%(+42.33K) | $40.28(+13.27%) | 2026-03-31 | |
| NOBL | PROSHARES TR | 5.15% | 171.2K | $18.2M | -7.87%(-14.63K) | $80.47(+32.03%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.87% | 47.4K | $13.6M | +0.79%(+374) | $56.77(+36.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.97% | +36.65% |
| Top 20 Holdings Unweighted | +9.00% | +29.51% |
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