Forbes Financial Planning

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

  • Top 5 stock holdings are IVV, VEA, SLYG, VBR, VTI, and represent 36.24% of Forbes Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: GSLC, NEAR, FVAL, VBR, VEA, SPEM, BND, SO, SPIB, SLYG.
  • Started 1 new stock position in SO.
  • Reduced shares in these 8 stocks: SYY, SPY, XLV, VCSH, IDU, IJT, XLK, XLE.
  • Sold out of its position in SYY.
  • Forbes Financial Planning was a net buyer of stock by $3.8M.
  • Forbes Financial Planning has $139M in assets under management (AUM), dropping by 9.00%.
  • Central Index Key (CIK): 0001911316

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Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 30 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.5 $12M 20k 576.83
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.4 $10M +3% 194k 52.81
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 7.1 $9.9M 106k 93.11
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Vanguard Index Fds Sm Cp Val Etf (VBR) 6.9 $9.6M +4% 48k 200.78
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Vanguard Index Fds Total Stk Mkt (VTI) 6.3 $8.8M 31k 283.16
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Ishares Tr Core Us Aggbd Et (AGG) 5.6 $7.8M 77k 101.27
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 5.6 $7.7M +9% 151k 51.24
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.2 $7.3M 92k 79.42
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Vanguard Index Fds Value Etf (VTV) 5.1 $7.1M 41k 174.57
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Spdr Ser Tr Portfolio Intrmd (SPIB) 4.9 $6.8M +2% 202k 33.71
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Fidelity Covington Trust Vlu Factor Etf (FVAL) 4.4 $6.1M +8% 100k 60.60
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Spdr Ser Tr S&p Divid Etf (SDY) 4.0 $5.5M +2% 39k 142.04
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Apple (AAPL) 3.7 $5.1M 22k 233.00
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Ishares Tr Core Div Grwth (DGRO) 3.2 $4.4M +2% 71k 62.69
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Select Sector Spdr Tr Sbi Healthcare (XLV) 3.0 $4.2M -3% 27k 154.02
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.0 $4.1M +5% 55k 75.11
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Select Sector Spdr Tr Technology (XLK) 2.9 $4.0M 18k 225.77
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $3.8M -4% 6.7k 573.76
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.4 $3.3M +35% 29k 112.94
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.2 $3.0M +8% 73k 41.28
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Ishares Tr S&P SML 600 GWT (IJT) 2.0 $2.8M 20k 139.49
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Select Sector Spdr Tr Energy (XLE) 1.5 $2.0M 23k 87.80
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Microsoft Corporation (MSFT) 0.6 $794k 1.8k 430.30
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $612k +25% 6.2k 98.10
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Amazon (AMZN) 0.4 $540k 2.9k 186.33
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Vanguard Index Fds Growth Etf (VUG) 0.3 $377k 982.00 383.93
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Ishares Tr U.s. Utilits Etf (IDU) 0.2 $347k -15% 3.4k 102.02
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Visa Com Cl A (V) 0.2 $249k 904.00 274.95
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Southern Company (SO) 0.2 $217k NEW 2.4k 90.18
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Amgen (AMGN) 0.1 $207k 641.00 322.21
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Past Filings by Forbes Financial Planning

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