Forbes Financial Planning

Forbes Financial Planning as of Sept. 30, 2022

Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 27 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 10.9 $7.5M 21k 358.57
Ishares Tr Core Us Aggbd Et (AGG) 7.8 $5.3M 55k 96.35
Ishares Tr Sp Smcp600vl Etf (IJS) 7.5 $5.1M 62k 82.46
Vanguard Specialized Funds Div App Etf (VIG) 7.4 $5.1M 38k 135.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.3 $5.0M 137k 36.36
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 7.2 $5.0M 73k 68.11
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 7.0 $4.8M 83k 58.51
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 5.7 $3.9M 91k 43.54
Apple (AAPL) 5.3 $3.6M 26k 138.22
Vanguard Index Fds Value Etf (VTV) 4.7 $3.2M 26k 123.49
Select Sector Spdr Tr Technology (XLK) 4.1 $2.8M 24k 118.77
Ishares Core Msci Emkt (IEMG) 3.5 $2.4M 56k 42.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $2.4M 6.7k 357.20
Ishares Tr S&P SML 600 GWT (IJT) 3.4 $2.4M 23k 101.68
Spdr Ser Tr S&p Divid Etf (SDY) 2.9 $2.0M 18k 111.49
Select Sector Spdr Tr Energy (XLE) 2.8 $1.9M 27k 72.01
General Dynamics Corporation (GD) 1.9 $1.3M 6.2k 212.16
Ishares Tr Tips Bd Etf (TIP) 1.4 $968k 9.2k 104.93
Ishares Tr Msci Emg Mkt Etf (EEM) 1.2 $855k 25k 34.89
Truist Financial Corp equities (TFC) 0.7 $514k 12k 43.56
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $498k 3.5k 143.39
Microsoft Corporation (MSFT) 0.6 $421k 1.8k 232.73
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $394k 3.3k 121.23
Ishares Tr Core Div Grwth (DGRO) 0.5 $365k 8.2k 44.47
Amazon (AMZN) 0.5 $328k 2.9k 113.10
Ishares Tr U.s. Utilits Etf (IDU) 0.4 $259k 3.2k 81.09
Southern Company (SO) 0.3 $238k 3.5k 68.04