Filling information for ForthRight Wealth Management, LLC as Treemap, investor disclosed 57 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 92206C680 | 92206C680 | VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 509910 | 7206 | |
| 922907746 | 922907746 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 7867864 | 156668 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 214348 | 1295 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 230004 | 1462 | |
| 56585A102 | 56585A102 | MARATHON PETE CORP | COM | 1348596 | 11566 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1615472 | 10646 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 3421363 | 13085 | |
| 33734X200 | 33734X200 | FIRST TR EXCHANGE TRADED FD | DJ GLBL DIVID | 3291152 | 153505 | |
| 74348A467 | 74348A467 | PROSHARES TR | S&P 500 DV ARIST | 32895392 | 348912 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 279548 | 4642 | |
| 00162Q718 | 00162Q718 | ALPS ETF TR | INTL SEC DV DOG | 3836108 | 136914 | |
| 26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 294531 | 3282 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 273669 | 2298 | |
| 46434V274 | 46434V274 | ISHARES TR | INTL EQTY FACTOR | 322095 | 12014 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 2978786 | 6720 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 15591730 | 355976 | |
| 464287671 | 464287671 | ISHARES TR | CORE S&P US GWT | 19975409 | 204582 | |
| 46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 254798 | 4069 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 416559 | 3884 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 30955390 | 76005 | |
| 00901B105 | 00901B105 | AIM IMMUNOTECH INC | COM | 13400 | 20000 | |
| 494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 203639 | 1475 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 848304 | 8670 | |
| 001084102 | 001084102 | AGCO CORP | COM | 264412 | 2012 | |
| 037833100 | 037833100 | APPLE INC | COM | 2291368 | 11813 | |
| 89417E109 | 89417E109 | TRAVELERS COMPANIES INC | COM | 373195 | 2149 | |
| 33734K109 | 33734K109 | FIRST TR LRGE CP CORE ALPHA | COM SHS | 635620 | 7566 | |
| 372460105 | 372460105 | GENUINE PARTS CO | COM | 706874 | 4177 | |
| 89832Q109 | 89832Q109 | TRUIST FINL CORP | COM | 305740 | 10074 | |
| 78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 537260 | 12437 | |
| 464287663 | 464287663 | ISHARES TR | CORE S&P US VLU | 24784956 | 316700 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 2636444 | 24702 | |
| 46641Q852 | 46641Q852 | J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 2204253 | 47302 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 2316142 | 9753 | |
| 33733E104 | 33733E104 | FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 2933956 | 39078 | |
| 419596101 | 419596101 | HAVERTY FURNITURE COS INC | COM | 223628 | 7400 | |
| 842587107 | 842587107 | SOUTHERN CO | COM | 891955 | 12697 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 602310 | 4979 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 243239 | 8478 | |
| 46137V340 | 46137V340 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL FIN | 2074323 | 40506 | |
| 032108409 | 032108409 | AMPLIFY ETF TR | CWP ENHANCED DIV | 5345813 | 148495 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 2087619 | 6720 | |
| 74347B698 | 74347B698 | PROSHARES TR | RUSS 2000 DIVD | 4094518 | 69234 | |
| 464288687 | 464288687 | ISHARES TR | PFD AND INCM SEC | 9329983 | 301648 | |
| 921937819 | 921937819 | VANGUARD BD INDEX FDS | INTERMED TERM | 13143414 | 174710 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 787057 | 2311 | |
| 58155Q103 | 58155Q103 | MCKESSON CORP | COM | 282025 | 660 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 1733706 | 9672 | |
| 921932505 | 921932505 | VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 240115 | 945 | |
| 931142103 | 931142103 | WALMART INC | COM | 288740 | 1837 | |
| 403949100 | 403949100 | HF SINCLAIR CORP | COM | 965628 | 21646 | |
| 33740F847 | 33740F847 | FIRST TR EXCHNG TRADED FD VI | CBOE EQT BUFER | 231926 | 5760 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 18837485 | 259398 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 6811668 | 30940 | |
| 608190104 | 608190104 | MOHAWK INDS INC | COM | 232110 | 2250 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 613996 | 4710 | |
| 256086109 | 256086109 | DOCGO INC | COM | 2528841 | 269887 |