Forbes Financial Planning

Forbes Financial Planning as of June 30, 2025

Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 34 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 9.7 $14M 315k 45.75
Ishares Tr Core S&p500 Etf (IVV) 9.0 $13M 21k 620.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.9 $13M 166k 79.50
Vanguard Index Fds Total Stk Mkt (VTI) 6.0 $8.9M 29k 303.93
Vanguard Index Fds Sm Cp Val Etf (VBR) 5.9 $8.7M 45k 195.01
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 5.8 $8.6M 97k 88.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.4 $8.0M 140k 57.01
Fidelity Covington Trust Enhanced Intl (FENI) 5.2 $7.8M 233k 33.26
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 5.0 $7.3M 61k 121.38
Spdr Series Trust Portfolio Intrmd (SPIB) 4.9 $7.2M 215k 33.58
Vanguard Index Fds Value Etf (VTV) 4.1 $6.1M 34k 176.74
Apple (AAPL) 4.1 $6.0M 30k 205.17
Fidelity Covington Trust Vlu Factor Etf (FVAL) 3.6 $5.4M 84k 63.87
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.6 $5.3M 72k 73.63
Ishares Tr Core Div Grwth (DGRO) 3.2 $4.8M 75k 63.94
Fidelity Covington Trust Blue Chip Grwth (FBCG) 2.6 $3.9M 81k 48.24
Spdr Series Trust S&p Divid Etf (SDY) 2.5 $3.7M 28k 135.73
Select Sector Spdr Tr Technology (XLK) 2.2 $3.2M 13k 253.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.0M 3.3k 617.85
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.3 $2.0M 46k 42.74
Ishares U S Etf Tr Short Duration B (NEAR) 1.0 $1.4M 28k 51.10
Select Sector Spdr Tr Energy (XLE) 0.8 $1.2M 14k 84.81
Microsoft Corporation (MSFT) 0.6 $913k 1.8k 497.41
Ishares Core Msci Emkt (IEMG) 0.5 $681k 11k 60.03
Philip Morris International (PM) 0.4 $658k 3.6k 182.13
Amazon (AMZN) 0.4 $636k 2.9k 219.39
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $610k 4.6k 133.04
Vanguard Index Fds Growth Etf (VUG) 0.3 $385k 877.00 438.40
Palantir Technologies Cl A (PLTR) 0.2 $336k 2.5k 136.32
Ishares Tr U.s. Utilits Etf (IDU) 0.2 $331k 3.2k 104.57
Altria (MO) 0.2 $328k 5.6k 58.63
Visa Com Cl A (V) 0.2 $321k 904.00 355.05
Hims & Hers Health Com Cl A (HIMS) 0.2 $241k 4.8k 49.85
Southern Company (SO) 0.1 $221k 2.4k 91.83