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Forbes Financial Planning

Latest statistics and disclosures from Forbes Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SLYG, VBR, VEA, VTI, and represent 54.49% of Forbes Financial Planning's stock portfolio.
Added to shares of these 10 stocks: FBND, FBCG, BND, SPIB, NEAR, FENI, AGG, GSLC, PLTR, FVAL.
Started 4 new stock positions in FBND, FENI, FBCG, PLTR.
Reduced shares in these 10 stocks: AAPL (-$5.1M), IVV, XLV, IJT, SPY, TLT, SO, AMGN, VCSH, VTI.
Sold out of its positions in AMGN, TLT, SO.
Forbes Financial Planning was a net seller of stock by $-4.6M.
Forbes Financial Planning has $206M in assets under management (AUM), dropping by 48.70%.
Central Index Key (CIK): 0001911316

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Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 31 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	36.4	$75M	-6%	21k	3672.73	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	4.6	$9.6M		106k	90.35	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	4.6	$9.5M		48k	198.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.5	$9.3M		194k	47.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.3	$8.9M		31k	289.81	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	4.0	$8.3M	+8%	164k	50.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.0	$8.3M	-31%	14k	588.68	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.7	$7.7M	+3%	80k	96.90	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	3.6	$7.4M	+11%	226k	32.76	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.4	$7.0M	-2%	90k	78.01	View chart
Vanguard Index Fds Value Etf (VTV)	3.3	$6.9M		41k	169.30	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	3.0	$6.2M		101k	61.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.8	$5.7M	+44%	80k	71.91	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	2.5	$5.1M		39k	132.10	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.1	$4.4M	NEW	98k	44.87	View chart
Ishares Tr Core Div Grwth (DGRO)	2.1	$4.3M		70k	61.34	View chart
Select Sector Spdr Tr Technology (XLK)	2.0	$4.1M		18k	232.52	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.8	$3.6M	+7%	32k	115.18	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.4	$2.8M		74k	38.37	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	1.1	$2.3M	NEW	49k	46.26	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$2.2M	-43%	3.8k	586.08	View chart
Select Sector Spdr Tr Energy (XLE)	0.9	$2.0M		23k	85.66	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.7	$1.5M	-59%	11k	137.58	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$821k	-69%	6.1k	135.38	View chart
Microsoft Corporation (MSFT)	0.4	$778k		1.8k	421.50	View chart
Amazon (AMZN)	0.3	$636k		2.9k	219.39	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.3	$544k	NEW	20k	27.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$400k		974.00	410.44	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$327k		3.4k	96.21	View chart
Visa Com Cl A (V)	0.1	$286k		904.00	316.04	View chart
Palantir Technologies Cl A (PLTR)	0.1	$209k	NEW	2.8k	75.63	View chart

Past Filings by Forbes Financial Planning

SEC 13F filings are viewable for Forbes Financial Planning going back to 2021

Forbes Financial Planning 2024 Q4 filed Feb. 11, 2025
Forbes Financial Planning 2024 Q3 filed Oct. 29, 2024
Forbes Financial Planning 2024 Q2 filed July 25, 2024
Forbes Financial Planning 2024 Q1 filed April 30, 2024
Forbes Financial Planning 2023 Q3 filed Nov. 8, 2023
Forbes Financial Planning 2023 Q2 filed Aug. 8, 2023
Forbes Financial Planning 2023 Q1 filed May 5, 2023
Forbes Financial Planning 2022 Q4 filed Feb. 14, 2023
Forbes Financial Planning 2022 Q3 filed Oct. 21, 2022
Forbes Financial Planning 2022 Q2 filed Aug. 15, 2022
Forbes Financial Planning 2022 Q1 filed May 13, 2022
Forbes Financial Planning 2021 Q4 filed Feb. 18, 2022

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