The Analysis of Forbes Financial Planning, Inc.'s Holdings
Currently, Forbes Financial Planning, Inc. holds 36 types of securities in its portfolio with a total value $171.0M. In the most recent quarter, they have increased their positions in VBK (+28.0K shares, valued at $8.5M), AAPL (+29.6K shares, valued at $8.0M), FLOT (+139.6K shares, valued at $7.1M); decreased their positions in SLYG (-71.5K shares, valued at $6.7M), BND (-62.8K shares, valued at $4.7M), FVAL (-60.7K shares, valued at $4.4M); initiated new positions in VBK (+28.0K shares, valued at $8.5M), AAPL (+29.6K shares, valued at $8.0M), FLOT (+139.6K shares, valued at $7.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FBND FIDELITY MERRIMACK STR TR361.7K shares12.38%2025-12-312026-01-26
IVV ISHARES TR22.7K shares4.21%2025-12-312026-01-26 VCSH VANGUARD SCOTTSDALE FDS194.5K shares16.55%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS193.0K shares40.13%2025-12-312026-01-26 VBR VANGUARD INDEX FDS52.2K shares15.27%2025-12-312026-01-26 FENI FIDELITY COVINGTON TRUST281.9K shares17.17%2025-12-312026-01-26 DGRO ISHARES TR142.0K shares83.27%2025-12-312026-01-26 VTV VANGUARD INDEX FDS50.4K shares44.60%2025-12-312026-01-26 VBK VANGUARD INDEX FDS28.0K sharesnew addition2025-12-312026-01-26 SPIB SPDR SERIES TRUST238.1K shares9.45%2025-12-312026-01-26 AAPL APPLE INC29.6K sharesnew addition2025-12-312026-01-26 GSLC GOLDMAN SACHS ETF TR58.0K shares-1.25%2025-12-312026-01-26 FLOT ISHARES TR139.6K sharesnew addition2025-12-312026-01-26 VTI VANGUARD INDEX FDS20.8K shares-29.34%2025-12-312026-01-26 GLDM WORLD GOLD TR50.4K sharesnew addition2025-12-312026-01-26 IEMG ISHARES INC40.9K shares205.97%2025-12-312026-01-26 SLYG SPDR SERIES TRUST27.0K shares-72.58%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR2.9K shares-11.35%2025-12-312026-01-26 FVAL FIDELITY COVINGTON TRUST24.9K shares-70.94%2025-12-312026-01-26 SDY SPDR SERIES TRUST12.1K shares-55.23%2025-12-312026-01-26 FBCG FIDELITY COVINGTON TRUST24.8K shares-69.95%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR14.2K shares14.61%2025-12-312026-01-26 NEAR ISHARES U S ETF TR19.0K shares-24.59%2025-12-312026-01-26 MSFT MICROSOFT CORP2.0K shares0.00%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS10.2K shares-86.03%2025-12-312026-01-26 IJT ISHARES TR4.1K shares-8.00%2025-12-312026-01-26 PM PHILIP MORRIS INTL INC3.5K shares1.11%2025-12-312026-01-26 VUG VANGUARD INDEX FDS877 shares0.00%2025-12-312026-01-26 SPEM SPDR INDEX SHS FDS9.1K shares-79.98%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC2.1K shares-8.60%2025-12-312026-01-26 V VISA INC904 shares5.85%2025-12-312026-01-26 IDU ISHARES TR2.9K shares-8.34%2025-12-312026-01-26 ALPHABET INC ALPHABET INC950 sharesnew addition2025-12-312026-01-26 APH AMPHENOL CORP NEW1.7K sharesnew addition2025-12-312026-01-26 AMGN AMGEN INC641 sharesnew addition2025-12-312026-01-26 SO SOUTHERN CO2.4K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available