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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
MCKMckesson Corp
Recent Activity
0.11%
$314,020
551 shares@ $569.91 avg price
OEFIshares Tr
Recent Activity
0.1%
$292,316
1,012 shares@ $288.85 avg price
FMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
0.1%
$286,240
6,035 shares@ $47.43 avg price
INTFIshares Tr
Recent Activity
Decreased -17.82%
0.1%
$283,526
9,872 shares@ $28.73 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Decreased -20.11%
0.09%
$258,804
707 shares@ $366.06 avg price
MHKMohawk Inds Inc
Recent Activity
Decreased -2.27%
0.09%
$256,130
2,150 shares@ $119.14 avg price
IWMIshares Tr
Recent Activity
Increased 0.27%
0.09%
$249,893
1,131 shares@ $220.95 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 300%
0.08%
$233,328
8,372 shares@ $27.88 avg price
CVXChevron Corp New
Recent Activity
Increased 2.55%
0.08%
$227,228
1,569 shares@ $144.83 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.08%
$226,403
1,196 shares@ $189.31 avg price