Forbes Financial Planning

Forbes Financial Planning as of March 31, 2023

Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 30 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.7 $8.9M 22k 411.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.7 $7.8M 172k 45.17
Ishares Tr Sp Smcp600vl Etf (IJS) 7.3 $7.4M 79k 93.59
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 7.1 $7.2M 97k 73.75
Ishares Tr Core Us Aggbd Et (AGG) 7.0 $7.1M 72k 99.64
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 6.2 $6.3M 96k 65.58
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 6.0 $6.1M 135k 45.06
Vanguard Index Fds Total Stk Mkt (VTI) 5.3 $5.4M 26k 204.10
Vanguard Index Fds Value Etf (VTV) 5.1 $5.2M 38k 138.11
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.7 $4.8M 37k 129.46
Spdr Ser Tr Portfolio Intrmd (SPIB) 4.3 $4.3M 133k 32.49
Apple (AAPL) 4.2 $4.3M 26k 164.90
Spdr Ser Tr S&p Divid Etf (SDY) 4.1 $4.2M 34k 123.71
Ishares Tr Core Div Grwth (DGRO) 3.0 $3.0M 60k 49.99
Select Sector Spdr Tr Technology (XLK) 2.8 $2.8M 19k 151.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $2.8M 6.8k 409.33
World Gold Tr Spdr Gld Minis (GLDM) 2.5 $2.6M 65k 39.11
Ishares Tr S&P SML 600 GWT (IJT) 2.5 $2.5M 23k 109.94
Ishares Tr Us Consm Staples (IYK) 2.2 $2.2M 11k 199.23
Select Sector Spdr Tr Energy (XLE) 2.1 $2.1M 25k 82.83
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $1.2M 15k 76.23
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.9 $890k 11k 81.22
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $552k 3.5k 158.72
Microsoft Corporation (MSFT) 0.5 $532k 1.8k 288.30
Truist Financial Corp equities (TFC) 0.4 $402k 12k 34.10
Amazon (AMZN) 0.3 $300k 2.9k 103.29
Ishares Tr U.s. Utilits Etf (IDU) 0.3 $265k 3.2k 83.71
Southern Company (SO) 0.2 $237k 3.4k 69.58
Vanguard Index Fds Growth Etf (VUG) 0.2 $228k 914.00 249.44
Visa Com Cl A (V) 0.2 $204k 904.00 225.46