Wealth Forward, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Fargo, ND
CIK
0002012773
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 31 142,609 RSP, FNDA, VEA, OEF 13F-HR 10/28/2024 000201277324000007
Q2 2024 32 127,997 RSP, FNDA, VEA, OEF 13F-HR 7/19/2024 000201277324000006
Q1 2024 31 127,032 RSP, FNDA, VEA, OEF 13F-HR 5/7/2024 000201277324000004
Q4 2023 30 118,368 RSP, FNDA, VEA, FNDX 13F-HR 2/21/2024 000201277324000002