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Size ($ in 1000's)
At 12/31/2023: $107,703 At 09/30/2023: $93,313
Forbes Financial Planning Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Forbes Financial Planning Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Forbes Financial Planning Inc. top holdings by largest position size, as per the latest 13f filing made by Forbes Financial Planning Inc..
In the Forbes Financial Planning Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Forbes Financial Planning Inc. in that top holding, then the share count change between reporting periods, and finally the Forbes Financial Planning Inc. top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
ISHARES TR (IVV) |
21,300 |
-159 |
$10,174 | IVV | 21,300 | -159 | $10,174 | VANGUARD TAX MANAGED FDS (VEA) |
181,746 |
+5,564 |
$8,706 | VEA | 181,746 | +5,564 | $8,706 | SPDR SER TR (SLYG) |
101,147 |
+3,072 |
$8,459 | SLYG | 101,147 | +3,072 | $8,459 | ISHARES TR (IJS) |
78,891 |
-1,090 |
$8,131 | IJS | 78,891 | -1,090 | $8,131 | ISHARES TR (AGG) |
72,250 |
+2,413 |
$7,171 | AGG | 72,250 | +2,413 | $7,171 | VANGUARD INDEX FDS (VTI) |
28,876 |
+1,209 |
$6,850 | VTI | 28,876 | +1,209 | $6,850 | VANGUARD SCOTTSDALE FDS (VCSH) |
82,129 |
+3,152 |
$6,354 | VCSH | 82,129 | +3,152 | $6,354 | VANGUARD INDEX FDS (VTV) |
39,320 |
+1,341 |
$5,878 | VTV | 39,320 | +1,341 | $5,878 | SPDR SER TR (SPIB) |
164,343 |
+23,524 |
$5,395 | SPIB | 164,343 | +23,524 | $5,395 | SPDR SER TR (SDY) |
36,278 |
+1,629 |
$4,534 | SDY | 36,278 | +1,629 | $4,534 | APPLE INC |
21,795 |
-1,100 |
$4,196 | AAPL | 21,795 | -1,100 | $4,196 | SELECT SECTOR SPDR TR (XLV) |
30,593 |
-3,164 |
$4,172 | XLV | 30,593 | -3,164 | $4,172 | FIDELITY COVINGTON TRUST |
71,790 |
+13,023 |
$3,805 | FVAL | 71,790 | +13,023 | $3,805 | SELECT SECTOR SPDR TR (XLK) |
18,374 |
+13 |
$3,537 | XLK | 18,374 | +13 | $3,537 | ISHARES TR (DGRO) |
64,701 |
+3,936 |
$3,482 | DGRO | 64,701 | +3,936 | $3,482 | SPDR S&P 500 ETF TR (SPY) |
6,904 |
+198 |
$3,282 | SPY | 6,904 | +198 | $3,282 | ISHARES TR (IJT) |
21,997 |
-184 |
$2,753 | IJT | 21,997 | -184 | $2,753 | VANGUARD BD INDEX FDS (BND) |
31,348 |
+13,283 |
$2,306 | BND | 31,348 | +13,283 | $2,306 | SELECT SECTOR SPDR TR (XLE) |
24,621 |
-71 |
$2,064 | XLE | 24,621 | -71 | $2,064 | GOLDMAN SACHS ETF TR (GSLC) |
17,435 |
+3,029 |
$1,636 | GSLC | 17,435 | +3,029 | $1,636 | VANGUARD INDEX FDS (VBR) |
7,194 |
+3,779 |
$1,295 | VBR | 7,194 | +3,779 | $1,295 | MICROSOFT CORP |
1,845 |
UNCH |
$694 | MSFT | 1,845 | UNCH | $694 | ISHARES INC (IEMG) |
12,808 |
+7,044 |
$648 | IEMG | 12,808 | +7,044 | $648 | SPDR GOLD TR (GLD) |
2,579 |
+2,579 |
$493 | GLD | 2,579 | +2,579 | $493 | PROSOMNUS INC |
465,710 |
UNCH |
$456 | OSA | 465,710 | UNCH | $456 | AMAZON COM INC |
2,900 |
UNCH |
$441 | AMZN | 2,900 | UNCH | $441 | VANGUARD INDEX FDS (VUG) |
914 |
UNCH |
$284 | VUG | 914 | UNCH | $284 | ISHARES TR (IDU) |
3,399 |
+284 |
$272 | IDU | 3,399 | +284 | $272 |
See Full List: All Stocks Held By Forbes Financial Planning Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Forbes Financial Planning Inc.
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