Forbes Financial Planning

Forbes Financial Planning as of June 30, 2023

Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 28 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.3 $9.6M 22k 445.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.7 $8.0M 173k 46.18
Ishares Tr Sp Smcp600vl Etf (IJS) 7.3 $7.5M 79k 95.09
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 7.2 $7.5M 97k 76.96
Ishares Tr Core Us Aggbd Et (AGG) 6.6 $6.9M 70k 97.95
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 6.1 $6.3M 94k 67.09
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 5.7 $6.0M 135k 44.17
Vanguard Index Fds Total Stk Mkt (VTI) 5.6 $5.8M 26k 220.29
Vanguard Index Fds Value Etf (VTV) 5.2 $5.4M 38k 142.10
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.5 $4.7M 35k 132.73
Apple (AAPL) 4.3 $4.4M 23k 193.97
Spdr Ser Tr Portfolio Intrmd (SPIB) 4.1 $4.3M 133k 32.11
Spdr Ser Tr S&p Divid Etf (SDY) 4.0 $4.2M 34k 122.58
Select Sector Spdr Tr Technology (XLK) 3.1 $3.3M 19k 173.85
Ishares Tr Core Div Grwth (DGRO) 3.0 $3.1M 61k 51.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $3.0M 6.8k 443.21
Ishares Tr S&P SML 600 GWT (IJT) 2.5 $2.6M 23k 114.93
World Gold Tr Spdr Gld Minis (GLDM) 2.5 $2.5M 67k 38.09
Ishares Tr Us Consm Staples (IYK) 2.0 $2.1M 11k 200.29
Select Sector Spdr Tr Energy (XLE) 2.0 $2.1M 25k 81.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $1.1M 15k 75.66
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.9 $981k 11k 87.30
Microsoft Corporation (MSFT) 0.6 $628k 1.8k 340.54
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $576k 3.5k 165.36
Amazon (AMZN) 0.4 $378k 2.9k 130.36
Vanguard Index Fds Growth Etf (VUG) 0.2 $259k 914.00 282.96
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $255k 3.1k 81.75
Visa Com Cl A (V) 0.2 $215k 904.00 237.48