Forbes Financial Planning

Forbes Financial Planning as of June 30, 2024

Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 30 positions in its portfolio as reported in the June 2024 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 $11M 20k 547.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.3 $9.3M 188k 49.42
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 7.0 $8.9M 104k 85.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 6.6 $8.4M 46k 182.52
Vanguard Index Fds Total Stk Mkt (VTI) 6.4 $8.2M 31k 267.51
Ishares Tr Core Us Aggbd Et (AGG) 5.8 $7.3M 76k 97.07
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.6 $7.1M 92k 77.27
Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 5.4 $6.9M 138k 50.33
Vanguard Index Fds Value Etf (VTV) 5.1 $6.5M 40k 160.41
Spdr Ser Tr Portfolio Intrmd (SPIB) 5.0 $6.4M 197k 32.56
Fidelity Covington Trust Vlu Factor Etf (FVAL) 4.2 $5.3M 92k 57.58
Spdr Ser Tr S&p Divid Etf (SDY) 3.8 $4.8M 38k 127.18
Apple (AAPL) 3.6 $4.6M 22k 210.62
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.2 $4.1M 28k 145.75
Select Sector Spdr Tr Technology (XLK) 3.2 $4.0M 18k 226.23
Ishares Tr Core Div Grwth (DGRO) 3.1 $4.0M 69k 57.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $3.8M 7.0k 544.22
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.9 $3.8M 52k 72.05
Ishares Tr S&P SML 600 GWT (IJT) 2.1 $2.6M 20k 128.43
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.0 $2.5M 67k 37.67
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.8 $2.3M 22k 106.95
Select Sector Spdr Tr Energy (XLE) 1.7 $2.1M 24k 91.15
Microsoft Corporation (MSFT) 0.6 $825k 1.8k 446.95
Amazon (AMZN) 0.4 $560k 2.9k 193.25
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $456k 5.0k 91.78
Vanguard Index Fds Growth Etf (VUG) 0.3 $367k 982.00 374.01
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $299k 4.0k 74.69
Visa Com Cl A (V) 0.2 $237k 904.00 262.47
SYSCO Corporation (SYY) 0.2 $201k 2.6k 77.10
Amgen (AMGN) 0.2 $200k 641.00 312.45