Filer Name: FORBES FINANCIAL PLANNING, INC.
CIK: 1911316
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 31
Portfolio Value: $0.21B

Forbes Financial Planning, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 20,454 $75M 36.40% -6.3% -
SLYG US SPDR S&P 600 SMALL CAP GROWT 105,810 $10M 4.63% -0.1% -
VBR US VANGUARD SMALL-CAP VALUE ETF 48,106 $10M 4.62% 0.3% -
VEA US VANGUARD FTSE DEVELOPED ETF 194,225 $9M 4.50% 0.3% -
VTI US VANGUARD TOTAL STOCK MKT ETF 30,866 $9M 4.33% -0.8% -
NEAR US ISHARES SH DBA ETF USD INC 164,264 $8M 4.02% 8.9% -
IVV US ISHARES CORE S&P 500 ETF 14,064 $8M 4.01% -31.0% -
AGG US ISHARES CORE U.S. AGGREGATE 79,470 $8M 3.73% 3.7% -
SPIB US SPDR PORT INT CORP BOND ETF 226,382 $7M 3.59% 11.9% -
VCSH US VANGUARD S/T CORP BOND ETF 89,724 $7M 3.39% -2.1% -
VTV US VANGUARD VALUE ETF 40,673 $7M 3.34% -0.3% -
FVAL US FIDELITY VALUE FACTOR ETF 101,225 $6M 3.02% 1.3% -
BND US VANGUARD TOTAL BOND MARKET 79,646 $6M 2.78% 44.2% -
SDY US SPDR S&P DIVIDEND ETF 38,860 $5M 2.49% 0.2% -
FBND US FIDELITY TOTAL BOND ETF 98,052 $4M 2.13% 100.0% -
DGRO US ISHARES CORE DIVIDEND GROWTH 70,336 $4M 2.09% -0.3% -
XLK US TECHNOLOGY SELECT SECT SPDR 17,562 $4M 1.98% -0.6% -
GSLC US GOLDMAN ACTIVEBETA US LC ETF 31,664 $4M 1.77% 7.7% -
SPEM US SPDR PORTFOLIO EMERGING MARK 73,812 $3M 1.37% 0.9% -
FBCG US FIDELITY BLUE CHIP GROWTH 49,175 $2M 1.10% 100.0% -
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