13F Filings for Forbes Financial Planning, Inc. (CIK: 1911316)
View the most recent portfolio holdings disclosed by Forbes Financial Planning, Inc. in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| FBND - FIDELITY MERRIMACK STR TR(Class: TOTAL BD ETF) | 315.29K | $14.42M | 9.74% | Increased | 198.08K (168.0%, $9.07M) |
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 21.41K | $13.29M | 8.98% | Increased | 7.48K (53.0%, $5.47M) |
| VCSH - VANGUARD SCOTTSDALE FDS(Class: SHRT TRM CORP BD) | 165.89K | $13.19M | 8.91% | Increased | 78.83K (90.0%, $6.32M) |
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 29.14K | $8.85M | 5.98% | Decreased | 1.26K (4.0%, $499.79K) |
| VBR - VANGUARD INDEX FDS(Class: SM CP VAL ETF) | 44.57K | $8.69M | 5.87% | Decreased | 2.79K (5.0%, $131.62K) |
| SLYG - SPDR SERIES TRUST(Class: SP 600 SMCP GRW) | 96.78K | $8.59M | 5.80% | Decreased | 7.53K (7.0%, $68.53K) |
| VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 139.81K | $7.97M | 5.38% | Decreased | 49.20K (26.0%, $1.64M) |
| FENI - FIDELITY COVINGTON TRUST(Class: ENHANCED INTL) | 233.44K | $7.76M | 5.24% | Increased | 177.71K (318.0%, $6.11M) |
| GSLC - GOLDMAN SACHS ETF TR(Class: ACTIVEBETA US LG) | 60.49K | $7.34M | 4.96% | Increased | 26.22K (76.0%, $3.57M) |
| SPIB - SPDR SERIES TRUST(Class: PORTFOLIO INTRMD) | 214.71K | $7.21M | 4.87% | Decreased | 5.46K (2.0%, $108.39K) |
| VTV - VANGUARD INDEX FDS(Class: VALUE ETF) | 34.42K | $6.08M | 4.11% | Decreased | 5.37K (13.0%, $789.96K) |
| AAPL - APPLE INC(Class: COM) | 29.48K | $6.05M | 4.09% | Increased | 4.45K (17.0%, $499.94K) |
| FVAL - FIDELITY COVINGTON TRUST(Class: VLU FACTOR ETF) | 84.44K | $5.39M | 3.64% | Decreased | 27.80K (24.0%, $1.30M) |
| BND - VANGUARD BD INDEX FDS(Class: TOTAL BND MRKT) | 71.47K | $5.26M | 3.55% | Decreased | 718 (0.0%, $39.88K) |
| DGRO - ISHARES TR(Class: CORE DIV GRWTH) | 74.86K | $4.79M | 3.23% | Increased | 4.59K (6.0%, $445.06K) |
| N/A - FIDELITY COVINGTON TRUST(Class: BLUE CHIP GRWTH) | 81.20K | $3.92M | 2.65% | N/A | - |
| SDY - SPDR SERIES TRUST(Class: SP DIVID ETF) | 27.54K | $3.74M | 2.53% | Decreased | 10.64K (27.0%, $1.44M) |
| XLK - SELECT SECTOR SPDR TR(Class: TECHNOLOGY) | 12.70K | $3.22M | 2.17% | Decreased | 4.51K (26.0%, $338.28K) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 3.27K | $2.02M | 1.36% | Decreased | 541 (14.0%, $111.58K) |
| SPEM - SPDR INDEX SHS FDS(Class: PORTFOLIO EMG MK) | 45.81K | $1.96M | 1.32% | Decreased | 26.91K (37.0%, $905.02K) |
| N/A - ISHARES U S ETF TR(Class: SHORT DURATION B) | 27.78K | $1.42M | 0.96% | Decreased | 131.84K (82.0%, $6.70M) |
| XLE - SELECT SECTOR SPDR TR(Class: ENERGY) | 14.29K | $1.21M | 0.82% | Decreased | 7.66K (34.0%, $839.22K) |
| MSFT - MICROSOFT CORP(Class: COM) | 1.83K | $912.75K | 0.62% | Unchanged | |
| IEMG - ISHARES INC(Class: CORE MSCI EMKT) | 11.34K | $680.96K | 0.46% | New | 11.34K ($680.96K) |
| PM - PHILIP MORRIS INTL INC(Class: COM) | 3.61K | $657.67K | 0.44% | New | 3.61K ($657.67K) |