0001951757-23-000180.txt : 20230418 0001951757-23-000180.hdr.sgml : 20230418 20230418162915 ACCESSION NUMBER: 0001951757-23-000180 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230418 DATE AS OF CHANGE: 20230418 EFFECTIVENESS DATE: 20230418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ForthRight Wealth Management, LLC CENTRAL INDEX KEY: 0001841633 IRS NUMBER: 473653275 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20494 FILM NUMBER: 23827169 BUSINESS ADDRESS: STREET 1: 5755 NORTH POINT PKWY STREET 2: SUITE 47 CITY: ALPHARETTA STATE: GA ZIP: 30022 BUSINESS PHONE: (470) 395-4749 MAIL ADDRESS: STREET 1: 5755 NORTH POINT PKWY STREET 2: SUITE 47 CITY: ALPHARETTA STATE: GA ZIP: 30022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001841633 XXXXXXXX 03-31-2023 03-31-2023 ForthRight Wealth Management, LLC

5755 NORTH POINT PKWY SUITE 47 ALPHARETTA GA 30022

13F HOLDINGS REPORT 028-20494 N ANTHONY J. AUSTRENG (470) 448-4470 ANTHONY J. AUSTRENG ALPHARETTA GA 04-18-2023 0 57 218412868 false INFORMATION TABLE 2 F_13F_FRWM_Q12023.xml AGCO CORP COM 001084102 261464 1934 SH SOLE 0 0 1934 AMAZON COM INC COM 023135106 486496 4710 SH SOLE 0 0 4710 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 5512849 155423 SH SOLE 0 0 155423 APPLE INC COM 037833100 2096044 12711 SH SOLE 0 0 12711 BANK AMERICA CORP COM 060505104 241396 8440 SH SOLE 0 0 8440 CHEVRON CORP NEW COM 166764100 266333 1632 SH SOLE 0 0 1632 COCA COLA CO COM 191216100 331515 5344 SH SOLE 0 0 5344 DOCGO INC COM 256086109 3415764 394886 SH SOLE 0 0 394886 GENUINE PARTS CO COM 372460105 698854 4177 SH SOLE 0 0 4177 HF SINCLAIR CORP COM 403949100 1047233 21646 SH SOLE 0 0 21646 HAVERTY FURNITURE COS INC COM 419596101 236134 7400 SH SOLE 0 0 7400 HOME DEPOT INC COM 437076102 1975601 6694 SH SOLE 0 0 6694 ISHARES TR CORE S&P TTL STK 464287150 810043 8946 SH SOLE 0 0 8946 ISHARES TR CORE S&P MCP ETF 464287507 7473092 29873 SH SOLE 0 0 29873 ISHARES TR CORE S&P US VLU 464287663 23646422 320499 SH SOLE 0 0 320499 ISHARES TR CORE S&P US GWT 464287671 18452495 207869 SH SOLE 0 0 207869 ISHARES TR NATIONAL MUN ETF 464288414 7623790 70761 SH SOLE 0 0 70761 JOHNSON & JOHNSON COM 478160104 200725 1295 SH SOLE 0 0 1295 KIMBERLY-CLARK CORP COM 494368103 220255 1641 SH SOLE 0 0 1641 MICROSOFT CORP COM 594918104 710806 2466 SH SOLE 0 0 2466 MOHAWK INDS INC COM 608190104 225495 2250 SH SOLE 0 0 2250 PROCTER AND GAMBLE CO COM 742718109 1580926 10632 SH SOLE 0 0 10632 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 13746484 327844 SH SOLE 0 0 327844 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 10730155 146667 SH SOLE 0 0 146667 SOUTHERN CO COM 842587107 894377 12854 SH SOLE 0 0 12854 UNITED PARCEL SERVICE INC CL B 911312106 1923799 9917 SH SOLE 0 0 9917 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 220696 1433 SH SOLE 0 0 1433 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 217804 945 SH SOLE 0 0 945 VANGUARD BD INDEX FDS INTERMED TERM 921937819 11890857 154950 SH SOLE 0 0 154950 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3579870 70665 SH SOLE 0 0 70665 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 27920357 74242 SH SOLE 0 0 74242 VANGUARD INDEX FDS MID CAP ETF 922908629 1855452 8797 SH SOLE 0 0 8797 WALMART INC COM 931142103 270866 1837 SH SOLE 0 0 1837 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 8879042 121731 SH SOLE 0 0 121731 TRAVELERS COMPANIES INC COM 89417E109 379502 2214 SH SOLE 0 0 2214 ALPS ETF TR INTL SEC DV DOG 00162Q718 4070912 147124 SH SOLE 0 0 147124 AIM IMMUNOTECH INC COM 00901B105 8600 20000 SH SOLE 0 0 20000 ALPHABET INC CAP STK CL C 02079K107 563680 5420 SH SOLE 0 0 5420 DUKE ENERGY CORP NEW COM NEW 26441C204 314692 3262 SH SOLE 0 0 3262 EXXON MOBIL CORP COM 30231G102 398285 3632 SH SOLE 0 0 3632 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 609063 7566 SH SOLE 0 0 7566 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 3646668 164933 SH SOLE 0 0 164933 FIRST TR EXCHNG TRADED FD VI CBOE EQT BUFER 33740F847 216567 5760 SH SOLE 0 0 5760 INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 46137V340 2052665 40671 SH SOLE 0 0 40671 ISHARES TR CORE MSCI TOTAL 46432F834 253201 4087 SH SOLE 0 0 4087 ISHARES TR INTL EQTY FACTOR 46434V274 318251 12014 SH SOLE 0 0 12014 MARATHON PETE CORP COM 56585A102 1559444 11566 SH SOLE 0 0 11566 MCKESSON CORP COM 58155Q103 234993 660 SH SOLE 0 0 660 ORACLE CORP COM 68389X105 220220 2370 SH SOLE 0 0 2370 PROSHARES TR RUSS 2000 DIVD 74347B698 4362014 71462 SH SOLE 0 0 71462 PROSHARES TR S&P 500 DV ARIST 74348A467 33083797 362602 SH SOLE 0 0 362602 SPDR S&P 500 ETF TR TR UNIT 78462F103 2743082 6700 SH SOLE 0 0 6700 SPDR SER TR PRTFLO S&P500 VL 78464A508 502801 12348 SH SOLE 0 0 12348 TRUIST FINL CORP COM 89832Q109 350210 10270 SH SOLE 0 0 10270 UNITEDHEALTH GROUP INC COM 91324P102 232042 491 SH SOLE 0 0 491 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 449777 7152 SH SOLE 0 0 7152 VISA INC COM CL A 92826C839 2198911 9753 SH SOLE 0 0 9753