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Forbes Financial Planning, Inc.13F | |
| Forbes Financial Planning, Inc. | |
| Last update 2025-05-08 | 31 Stocks (2 new) |
| Value $135.00 Mil | Turnover 3 % |
Forbes Financial Planning, Inc... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEA | Vanguard FTSE Developed Markets ETF | 189,002 | 9,607.0 | -2.69% | 7.120 | -0.12% | 0.010 | +12.49% | +19.94% | 157,607.2 | ||
VBR | Vanguard Small Cap Value ETF | 47,367 | 8,823.9 | -1.54% | 6.540 | -0.07% | 0.030 | +16.37% | +2.31% | 28,479.3 | ||
SLYG | SPDR S&P 600 Small Cap Growth ETF | 104,305 | 8,657.3 | -1.42% | 6.410 | -0.07% | 0.280 | +16.14% | +0.38% | 3,455.0 | ||
VTI | Vanguard Total Stock Market ETF | 30,400 | 8,355.1 | -1.51% | 6.190 | -0.07% | 0.000 | +19.82% | +7.35% | 476,615.2 | ||
NEAR |
iShares Short Duration Bond Active ETF
iShares Short Duration Bond Active ETF
| 159,620 | 8,119.9 | -2.83% | 6.010 | -0.11% | 0.250 | +1.64% | +3.20% | 3,357.5 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 81,025 | 8,015.0 | +1.96% | 5.940 | +0.11% | 0.010 | +1.23% | +3.24% | 127,979.5 | ||
IVV | iShares Core S&P 500 ETF | 13,927 | 7,825.8 | -0.97% | 5.800 | -0.04% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 220,168 | 7,318.4 | -2.74% | 5.420 | -0.10% | 0.080 | +2.44% | +4.27% | 10,100.2 | ||
VTV | Vanguard Value ETF | 39,795 | 6,874.1 | -2.16% | 5.090 | -0.07% | 0.000 | +10.43% | +6.13% | 132,881.1 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 87,055 | 6,872.2 | -2.97% | 5.090 | -0.10% | 0.020 | +1.88% | +3.77% | 35,004.9 |
Forbes Financial Planning, Inc.'s Historical Top Holdings Breakdowns
Forbes Financial Planning, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FBCG | Fidelity Blue Chip Growth ETF | 2025-03-31 | Sold Out Sold Out | -1.10% | 39.97 ($45.24) 48.7 | $49.43 | 9.26% | Sold Out | 0 | -49,175 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.89% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Add 22.34% | 25,024 | 4,570 | |
FENI | Fidelity Enhanced International ETF | 2025-03-31 | Add Add | +0.79% | 27.29 ($29.43) 31.12 | $32.90 | 11.79% | Add 181.98% | 55,722 | 35,961 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Add Add | +0.65% | 44.41 ($45.29) 45.98 | $45.44 | 0.33% | Add 19.54% | 117,209 | 19,157 | |
FVAL | Fidelity Value Factor ETF | 2025-03-31 | Add Add | +0.49% | 58.79 ($62.18) 65 | $64.46 | 3.67% | Add 10.88% | 112,242 | 11,017 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Reduce Reduce | -0.26% | 71.17 ($72.57) 73.66 | $72.85 | 0.39% | Reduce -9.36% | 72,190 | -7,456 | |
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 2025-03-31 | Add Add | +0.21% | 108.02 ($115.65) 120.45 | $123.09 | 6.43% | Add 8.21% | 34,264 | 2,600 | |
SO | Southern Co | 2025-03-31 | New Buy New Buy | +0.16% | 80.96 ($86.57) 92.96 | $94.10 | 8.70% | New holding | 2,404 | 2,404 | |
JMUB | JPMorgan Municipal ETF | 2025-03-31 | New Buy New Buy | +0.15% | 49.69 ($50.25) 50.78 | $49.09 | -2.31% | New holding | 4,110 | 4,110 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -0.12% | 47.4 ($50.6) 52.99 | $56.64 | 11.94% | Reduce -2.69% | 189,002 | -5,223 |
Forbes Financial Planning, Inc. Total Holding History ($B)
Forbes Financial Planning, Inc.'s Asset Allocation
Forbes Financial Planning, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Forbes Financial Planning, Inc.'s Hypothetical Growth since 2025-03-31
Forbes Financial Planning, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Forbes Financial Planning, Inc.'s Holdings Heat Map
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Forbes Financial Planning, Inc.'s Holdings Bubble Chart
Forbes Financial Planning, Inc. News
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