Forbes Financial Planning

Forbes Financial Planning as of March 31, 2024

Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 29 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.4 $11M 21k 525.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.9 $9.2M 183k 50.17
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 7.6 $8.8M 101k 87.23
Ishares Tr Sp Smcp600vl Etf (IJS) 7.0 $8.1M 79k 102.76
Vanguard Index Fds Total Stk Mkt (VTI) 6.7 $7.7M 30k 259.90
Ishares Tr Core Us Aggbd Et (AGG) 6.2 $7.2M 73k 97.94
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.8 $6.7M 87k 77.31
Vanguard Index Fds Value Etf (VTV) 5.6 $6.5M 40k 162.86
Spdr Ser Tr Portfolio Intrmd (SPIB) 5.0 $5.8M 179k 32.69
Spdr Ser Tr S&p Divid Etf (SDY) 4.2 $4.9M 38k 131.24
Fidelity Covington Trust Vlu Factor Etf (FVAL) 4.0 $4.6M 81k 57.05
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.7 $4.2M 29k 147.73
Ishares Tr Core Div Grwth (DGRO) 3.4 $3.9M 68k 58.06
Apple (AAPL) 3.3 $3.9M 23k 171.48
Select Sector Spdr Tr Technology (XLK) 3.2 $3.7M 18k 208.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $3.7M 7.1k 523.07
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.7 $3.1M 42k 72.63
Ishares Tr S&P SML 600 GWT (IJT) 2.4 $2.8M 21k 130.73
Select Sector Spdr Tr Energy (XLE) 1.9 $2.2M 24k 94.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.8 $2.1M 11k 191.88
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.8 $2.1M 20k 103.79
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $1.2M 33k 36.19
Microsoft Corporation (MSFT) 0.7 $776k 1.8k 420.72
Amazon (AMZN) 0.5 $563k 3.1k 180.38
Vanguard Index Fds Growth Etf (VUG) 0.3 $338k 982.00 344.20
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $298k 3.2k 94.62
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $287k 3.4k 84.52
Prosomnus Common Stock (OSA) 0.2 $265k 466k 0.57
Visa Com Cl A (V) 0.2 $252k 904.00 279.08