Wealth Forward, LLC
Q4 2024 13F Holdings
- Locationfargo, ND
- Num holdings
30
- Value ($000)
$141,725
- Date Filed01/22/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $20.49M | 15 % | 116,933 | ||
FNDA SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 | $18.53M | 13 % | 623,834 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $17.68M | 13 % | 61,203 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $17.28M | 12 % | 361,304 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $11.77M | 8 % | 497,142 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $10.88M | 8 % | 102,104 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $10.63M | 8 % | 137,525 | ||
AOR ISHARES TR | GRWT ALLOCAT ETF | 464289867 | $6.06M | 4 % | 105,729 | ||
FNDE SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $5.51M | 4 % | 189,650 | ||
HYG ISHARES TR | IBOXX HI YD ETF | 464288513 | $5.31M | 4 % | 67,567 |
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