Forbes Financial Planning

Forbes Financial Planning as of Dec. 31, 2024

Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 31 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 36.4 $75M 21k 3672.73
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 4.6 $9.6M 106k 90.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.6 $9.5M 48k 198.18
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.5 $9.3M 194k 47.82
Vanguard Index Fds Total Stk Mkt (VTI) 4.3 $8.9M 31k 289.81
Ishares U S Etf Tr Short Duration B (NEAR) 4.0 $8.3M 164k 50.50
Ishares Tr Core S&p500 Etf (IVV) 4.0 $8.3M 14k 588.68
Ishares Tr Core Us Aggbd Et (AGG) 3.7 $7.7M 80k 96.90
Spdr Ser Tr Portfolio Intrmd (SPIB) 3.6 $7.4M 226k 32.76
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.4 $7.0M 90k 78.01
Vanguard Index Fds Value Etf (VTV) 3.3 $6.9M 41k 169.30
Fidelity Covington Trust Vlu Factor Etf (FVAL) 3.0 $6.2M 101k 61.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.8 $5.7M 80k 71.91
Spdr Ser Tr S&p Divid Etf (SDY) 2.5 $5.1M 39k 132.10
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.1 $4.4M 98k 44.87
Ishares Tr Core Div Grwth (DGRO) 2.1 $4.3M 70k 61.34
Select Sector Spdr Tr Technology (XLK) 2.0 $4.1M 18k 232.52
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.8 $3.6M 32k 115.18
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.4 $2.8M 74k 38.37
Fidelity Covington Trust Blue Chip Grwth (FBCG) 1.1 $2.3M 49k 46.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.2M 3.8k 586.08
Select Sector Spdr Tr Energy (XLE) 0.9 $2.0M 23k 85.66
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $1.5M 11k 137.58
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $821k 6.1k 135.38
Microsoft Corporation (MSFT) 0.4 $778k 1.8k 421.50
Amazon (AMZN) 0.3 $636k 2.9k 219.39
Fidelity Covington Trust Enhanced Intl (FENI) 0.3 $544k 20k 27.53
Vanguard Index Fds Growth Etf (VUG) 0.2 $400k 974.00 410.44
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $327k 3.4k 96.21
Visa Com Cl A (V) 0.1 $286k 904.00 316.04
Palantir Technologies Cl A (PLTR) 0.1 $209k 2.8k 75.63