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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
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 3.33%
2.49%
$7.452M
148,655 shares@ $50.14 avg price
DIVOAmplify Etf Tr
Recent Activity
Increased 2.45%
1.92%
$5.734M
141,646 shares@ $40.49 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.12%
1.66%
$4.975M
8,489 shares@ $586.1 avg price
SMDVProshares Tr
Recent Activity
Increased 3.62%
1.54%
$4.619M
68,251 shares@ $67.68 avg price
IDOGAlps Etf Tr
Recent Activity
Increased 3.67%
1.2%
$3.589M
124,269 shares@ $28.88 avg price
FGDFirst Tr Exchange Traded Fd
Recent Activity
Increased 1.7%
1.08%
$3.237M
145,547 shares@ $22.25 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
AAPLApple Inc
Recent Activity
Increased 0.16%
0.85%
$2.537M
10,129 shares@ $250.43 avg price