Forthright-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VONG",
  null,
  null,
  null,
  "HD",
  "MCD",
  null,
  "MUB",
  null,
  null,
  "IJH",
  "MPC",
  null,
  "MSFT",
  "GPC",
  "ORCL",
  null,
  "PGR",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  null,
  "IBM",
  "TFC",
  "TRV",
  "UPS",
  "BIV",
  "VO",
  null,
  null,
  "VIG",
  "AFL",
  "IBTA",
  "AMZN",
  "VOOG",
  "VTEB",
  "VOO",
  "V",
  "WMT",
  "IUSG",
  null,
  "SCHD",
  "SCHG",
  "SCHA",
  "MHK",
  "SO",
  null,
  "DINO",
  "IXUS",
  "IUSV",
  "MCK",
  "SPYV",
  null,
  "KMB",
  "CVX",
  "KO",
  "DCGO",
  null,
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "ITOT"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 65
Total Value: 298903104
Accession Number: 0001951757-25-000372
Form Type: 13F-HR
CIK: forthright-wealth-management
Manager Name: Forthright-Wealth-Management

Data Enrichment

75% identified

49 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

65 positions • $298.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 4

Sort by:

78464A847

Shares:4.1K

Value:$212.3K

% of Portfolio:0.1% ($212.3K/$298.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:851

Value:$211.6K

% of Portfolio:0.1% ($211.6K/$298.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.3K

Value:$210.0K

% of Portfolio:0.1% ($210.0K/$298.9M)

46432F834

IXUS|46432F834

Shares:3.0K

Value:$206.3K

% of Portfolio:0.1% ($206.3K/$298.9M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.4K

Value:$201.7K

% of Portfolio:0.1% ($201.7K/$298.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A847)✕	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$212.3K	0.1% ($212.3K/$298.9M)	QoQ NEW(+$212.3K) YoY NEW(+$212.3K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	851	QoQ NEW(+851) YoY NEW(+851)	All Managers (Combined)	$211.6K	0.1% ($211.6K/$298.9M)	QoQ NEW(+$211.6K) YoY NEW(+$211.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.3K	QoQ NEW(+1.3K) YoY -2.23% (-29)	All Managers (Combined)	$210.0K	0.1% ($210.0K/$298.9M)	QoQ NEW(+$210.0K) YoY +2.48% (-$5.1K)
(IXUScusip46432F834)	3.0K	QoQ NEW(+3.0K) YoY -20.25% (-751)	All Managers (Combined)	$206.3K	0.1% ($206.3K/$298.9M)	QoQ NEW(+$206.3K) YoY -17.97% (-$45.2K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$201.7K	0.1% ($201.7K/$298.9M)	QoQ NEW(+$201.7K) YoY NEW(+$201.7K)