Forbes Financial Planning, Inc. Top Holdings and 13F Report (2024) → get a piece of the profit from this land (From True Market Insiders) (Ad) About Forbes Financial Planning, Inc.Investment ActivityForbes Financial Planning, Inc. has $116.23 million in total holdings as of March 31, 2024.Forbes Financial Planning, Inc. owns shares of 29 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 4.94% of the portfolio was purchased this quarter.About 1.47% of the portfolio was sold this quarter.This quarter, Forbes Financial Planning, Inc. has purchased 29 new stocks and bought additional shares in 18 stocks.Forbes Financial Planning, Inc. sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $10,894,229Vanguard FTSE Developed Markets ETF $9,180,779SPDR S&P 600 Small Cap Growth ETF $8,834,669iShares S&P Small-Cap 600 Value ETF $8,114,515Vanguard Total Stock Market ETF $7,748,262 Largest New Holdings this Quarter SPDR Portfolio Emerging Markets ETF $1,188,045 HoldingiShares 20+ Year Treasury Bond ETF $298,053 Holding Largest Purchases this Quarter SPDR Portfolio Emerging Markets ETF 32,828 shares (about $1.19M)Vanguard Total Bond Market ETF 11,092 shares (about $805.61K)Vanguard Small-Cap Value ETF 3,753 shares (about $720.14K)Fidelity Value Factor ETF 9,150 shares (about $522.01K)SPDR Portfolio Intermediate Term Corporate Bond ETF 14,116 shares (about $461.45K) Largest Sales this Quarter iShares Core S&P 500 ETF 578 shares (about $303.87K)Health Care Select Sector SPDR Fund 1,838 shares (about $271.53K)iShares S&P Small-Cap 600 Growth ETF 823 shares (about $107.59K)Technology Select Sector SPDR Fund 459 shares (about $95.59K)Energy Select Sector SPDR Fund 822 shares (about $77.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofForbes Financial Planning, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$10,894,229$303,873 ▼-2.7%20,7229.4%ETFVEAVanguard FTSE Developed Markets ETF$9,180,779$62,562 ▲0.7%182,9937.9%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$8,834,669$11,602 ▲0.1%101,2807.6%ETFIJSiShares S&P Small-Cap 600 Value ETF$8,114,515$7,707 ▲0.1%78,9667.0%ETFVTIVanguard Total Stock Market ETF$7,748,262$243,270 ▲3.2%29,8126.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,151,437$75,315 ▲1.1%73,0196.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$6,691,775$342,405 ▲5.4%86,5585.8%ETFVTVVanguard Value ETF$6,462,186$58,467 ▲0.9%39,6795.6%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$5,833,838$461,453 ▲8.6%178,4595.0%ETFSDYSPDR S&P Dividend ETF$4,915,096$153,945 ▲3.2%37,4514.2%ETFFVALFidelity Value Factor ETF$4,617,620$522,007 ▲12.7%80,9404.0%ETFXLVHealth Care Select Sector SPDR Fund$4,248,012$271,530 ▼-6.0%28,7553.7%ETFDGROiShares Core Dividend Growth ETF$3,948,959$192,411 ▲5.1%68,0153.4%ETFAAPLApple$3,885,680$148,328 ▲4.0%22,6603.3%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$3,731,067$95,594 ▼-2.5%17,9153.2%ETFSPYSPDR S&P 500 ETF Trust$3,714,320$103,045 ▲2.9%7,1013.2%FinanceBNDVanguard Total Bond Market ETF$3,082,399$805,607 ▲35.4%42,4402.7%ETFIJTiShares S&P Small-Cap 600 Growth ETF$2,768,098$107,592 ▼-3.7%21,1742.4%ETFXLEEnergy Select Sector SPDR Fund$2,246,865$77,605 ▼-3.3%23,7991.9%ETFVBRVanguard Small-Cap Value ETF$2,100,542$720,136 ▲52.2%10,9471.8%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,093,592$283,975 ▲15.7%20,1711.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,188,045$1,188,045 ▲New Holding32,8281.0%ETFMSFTMicrosoft$776,2280.0%1,8450.7%Computer and TechnologyAMZNAmazon.com$562,786$39,684 ▲7.6%3,1200.5%Retail/WholesaleVUGVanguard Growth ETF$338,004$23,406 ▲7.4%9820.3%ETFTLTiShares 20+ Year Treasury Bond ETF$298,053$298,053 ▲New Holding3,1500.3%ETFIDUiShares U.S. Utilities ETF$287,2830.0%3,3990.2%ETFOSAProSomnus$264,9890.0%465,7100.2%MedicalVVisa$252,2880.0%9040.2%Business ServicesIEMGiShares Core MSCI Emerging Markets ETF$0$647,803 ▼-100.0%00.0%ETFGLDSPDR Gold Shares$0$202,023 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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