Wealth Forward, LLC
Q1 2025 13F Holdings
- Locationfargo, ND
- Num holdings
31
- Value ($000)
$140,529
- Date Filed05/07/2025
- Form type13F-HR
- CIK0002012773
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
R INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $20.03M | 14 % | 115,619 | ||
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $18.41M | 13 % | 362,261 | ||
F SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 | $17.01M | 12 % | 620,943 | ||
O ISHARES TR | S&P 100 ETF | 464287101 | $16.47M | 12 % | 60,802 | ||
F SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $11.7M | 8 % | 495,490 | ||
T ISHARES TR | TIPS BD ETF | 464287176 | $11.45M | 8 % | 103,079 | ||
B VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $10.84M | 8 % | 138,515 | ||
A ISHARES TR | CORE 60/40 BALAN | 464289867 | $6.17M | 4 % | 107,110 | ||
F SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $5.77M | 4 % | 187,199 | ||
H ISHARES TR | IBOXX HI YD ETF | 464288513 | $5.34M | 4 % | 67,635 |
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