Forbes Financial Planning

Forbes Financial Planning as of June 30, 2022

Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 28 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.0 $7.6M 20k 379.69
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 7.5 $5.2M 128k 40.82
Vanguard Specialized Funds Div App Etf (VIG) 7.5 $5.2M 37k 143.12
Ishares Tr Core Us Aggbd Et (AGG) 7.3 $5.1M 50k 101.87
Ishares Tr Sp Smcp600vl Etf (IJS) 7.1 $5.0M 56k 88.88
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 7.1 $4.9M 79k 62.23
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 6.7 $4.7M 67k 70.35
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 6.0 $4.2M 91k 46.37
Apple (AAPL) 5.1 $3.6M 26k 136.67
Select Sector Spdr Tr Technology (XLK) 4.4 $3.1M 24k 126.82
Vanguard Index Fds Value Etf (VTV) 4.0 $2.8M 21k 131.72
Ishares Core Msci Emkt (IEMG) 3.9 $2.7M 56k 49.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.6 $2.5M 6.7k 376.91
Ishares Tr S&P SML 600 GWT (IJT) 3.5 $2.5M 23k 105.76
Select Sector Spdr Tr Energy (XLE) 2.8 $1.9M 27k 71.49
Ishares Tr Tips Bd Etf (TIP) 2.2 $1.6M 14k 113.65
General Dynamics Corporation (GD) 2.0 $1.4M 6.3k 221.08
Spdr Ser Tr S&p Divid Etf (SDY) 2.0 $1.4M 12k 118.43
Ishares Tr Msci Emg Mkt Etf (EEM) 1.4 $984k 25k 39.95
Truist Financial Corp equities (TFC) 0.8 $560k 12k 47.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $516k 3.5k 148.70
Microsoft Corporation (MSFT) 0.7 $466k 1.8k 257.60
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $425k 3.3k 128.48
Ishares Tr Core Div Grwth (DGRO) 0.6 $394k 8.3k 47.74
Amazon (AMZN) 0.4 $307k 2.9k 105.86
Ishares Tr U.s. Utilits Etf (IDU) 0.4 $272k 3.2k 85.16
Southern Company (SO) 0.4 $250k 3.5k 71.47
Vanguard Index Fds Growth Etf (VUG) 0.3 $204k 914.00 223.19