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Anthony Austreng

@Forthright Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$299.999MTotal holdings60
Assets growth rate-0.12%Assets growth rate (2-Q avg)3.92%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Forthright Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Forthright Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 299.999M in assets, with a quarterly growth rate of -0.12% and a 2-quarter average growth rate of 3.92%. The portfolio is managed by Anthony Austreng, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -0.18%
13.52%
$40.56M
75,276 shares@ $538.82 avg price
IUSGIshares Tr
Recent Activity
Decreased -2.33%
8.06%
$24.159M
173,367 shares@ $139.35 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.12%
1.66%
$4.975M
8,489 shares@ $586.1 avg price
IJHIshares Tr
Recent Activity
Decreased -2.98%
1.07%
$3.183M
51,079 shares@ $62.32 avg price
PFFIshares Tr
Recent Activity
Decreased -6.02%
1.02%
$3.043M
96,798 shares@ $31.44 avg price
VVisa Inc
Recent Activity
Decreased -0.29%
0.92%
$2.734M
8,651 shares@ $316.06 avg price
HDHome Depot Inc
Recent Activity
Decreased -10.55%
0.8%
$2.376M
6,108 shares@ $388.99 avg price
RSPFInvesco Exchange Traded Fd T
Recent Activity
Decreased -10.65%
0.78%
$2.339M
32,314 shares@ $72.38 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.7%
0.72%
$2.143M
24,401 shares@ $87.82 avg price
PGRProgressive Corp
Recent Activity
Decreased -4.37%
0.6%
$1.793M
7,482 shares@ $239.61 avg price