Forbes Financial Planning

Forbes Financial Planning as of Sept. 30, 2023

Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 28 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.9 $9.2M 22k 429.35
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $7.7M 176k 43.72
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 7.7 $7.2M 98k 73.27
Ishares Tr Sp Smcp600vl Etf (IJS) 7.6 $7.1M 80k 89.22
Ishares Tr Core Us Aggbd Et (AGG) 7.0 $6.6M 70k 94.04
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.4 $5.9M 79k 75.15
Vanguard Index Fds Total Stk Mkt (VTI) 6.3 $5.9M 28k 212.41
Vanguard Index Fds Value Etf (VTV) 5.6 $5.2M 38k 137.93
Spdr Ser Tr Portfolio Intrmd (SPIB) 4.7 $4.4M 141k 31.45
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.7 $4.3M 34k 128.74
Spdr Ser Tr S&p Divid Etf (SDY) 4.3 $4.0M 35k 115.01
Apple (AAPL) 4.2 $3.9M 23k 171.21
Select Sector Spdr Tr Technology (XLK) 3.2 $3.0M 18k 163.93
Ishares Tr Core Div Grwth (DGRO) 3.2 $3.0M 61k 49.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $2.9M 6.7k 427.42
Fidelity Covington Trust Vlu Factor Etf (FVAL) 3.0 $2.8M 59k 47.85
Ishares Tr S&P SML 600 GWT (IJT) 2.6 $2.4M 22k 109.68
Select Sector Spdr Tr Energy (XLE) 2.4 $2.2M 25k 90.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $1.3M 18k 69.78
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.3 $1.2M 14k 84.23
Microsoft Corporation (MSFT) 0.6 $583k 1.8k 315.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $545k 3.4k 159.44
Prosomnus Common Stock (OSAPQ) 0.5 $484k 466k 1.04
Amazon (AMZN) 0.4 $369k 2.9k 127.12
Ishares Core Msci Emkt (IEMG) 0.3 $274k 5.8k 47.59
Vanguard Index Fds Growth Etf (VUG) 0.3 $249k 914.00 272.31
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $229k 3.1k 73.58
Visa Com Cl A (V) 0.2 $208k 904.00 230.01