Forbes Financial Planning

Forbes Financial Planning as of Dec. 31, 2021

Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 37 positions in its portfolio as reported in the December 2021 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 $9.4M 20k 475.06
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.2 $8.3M 98k 84.74
Vanguard Specialized Funds Div App Etf (VIG) 7.2 $7.3M 43k 171.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.9 $7.0M 86k 81.12
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.9 $6.0M 95k 63.59
Ishares Tr Sp Smcp600vl Etf (IJS) 5.6 $5.7M 55k 104.53
Ishares Tr Us Treas Bd Etf (GOVT) 5.5 $5.6M 209k 26.62
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.2 $5.3M 72k 73.30
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 5.0 $5.1M 96k 53.14
Ishares Tr Tips Bd Etf (TIP) 4.7 $4.8M 37k 129.12
Apple (AAPL) 4.6 $4.7M 27k 177.48
Select Sector Spdr Tr Technology (XLK) 4.2 $4.2M 24k 173.49
Ishares Core Msci Emkt (IEMG) 3.4 $3.4M 57k 59.83
Ishares Tr S&P SML 600 GWT (IJT) 3.3 $3.3M 24k 138.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $3.2M 6.7k 474.51
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.1 $3.1M 11k 282.07
World Gold Tr Spdr Gld Minis 2.1 $2.1M 116k 18.02
Select Sector Spdr Tr Energy (XLE) 1.5 $1.5M 27k 54.83
Ishares Tr Msci Emg Mkt Etf (EEM) 1.4 $1.4M 30k 48.75
Spdr Gold Tr Gold Shs (GLD) 1.1 $1.2M 6.8k 170.38
Spdr Ser Tr S&p Divid Etf (SDY) 0.9 $890k 6.9k 129.15
Spdr Ser Tr S&p Kensho New (KOMP) 0.9 $875k 15k 59.12
Ishares Tr Core Msci Eafe (IEFA) 0.8 $845k 11k 74.39
Truist Financial Corp equities (TFC) 0.7 $691k 12k 58.56
Microsoft Corporation (MSFT) 0.7 $674k 2.0k 336.33
Ishares Tr Msci Eafe Etf (EFA) 0.6 $648k 8.2k 78.93
Ishares Gold Tr Ishares New (IAU) 0.6 $614k 18k 34.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $565k 3.2k 178.12
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $540k 3.8k 140.41
Amazon (AMZN) 0.5 $483k 145.00 3331.03
Ishares Tr Core Div Grwth (DGRO) 0.4 $387k 7.0k 55.62
Ishares Tr U.s. Utilits Etf (IDU) 0.3 $304k 3.4k 88.78
Vanguard Index Fds Growth Etf (VUG) 0.3 $294k 914.00 321.66
Walt Disney Company (DIS) 0.3 $288k 1.9k 154.92
Vanguard Index Fds Value Etf (VTV) 0.3 $254k 1.7k 147.59
Southern Company (SO) 0.2 $239k 3.5k 68.32
Visa Com Cl A (V) 0.2 $204k 939.00 217.25