The Analysis of Forbes Financial Planning, Inc.'s Holdings


Currently, Forbes Financial Planning, Inc. holds 32 types of securities in its portfolio with a total value $151.3M. In the most recent quarter, they have increased their positions in FBND (+6.6K shares, valued at $307.7K), IVV (+409 shares, valued at $275.8K), FENI (+7.1K shares, valued at $253.7K); decreased their positions in GSLC (-1.7K shares, valued at $224.9K), NEAR (-2.5K shares, valued at $128.9K), VEA (-2.1K shares, valued at $125.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
FBND FIDELITY MERRIMACK STR TR321.9K shares2.09%2025-09-302025-10-28history
IVV ISHARES TR21.8K shares1.91%2025-09-302025-10-28history
VCSH VANGUARD SCOTTSDALE FDS166.9K shares0.62%2025-09-302025-10-28history
VTI VANGUARD INDEX FDS29.5K shares1.20%2025-09-302025-10-28history
VBR VANGUARD INDEX FDS45.3K shares1.69%2025-09-302025-10-28history
SLYG SPDR SERIES TRUST98.5K shares1.80%2025-09-302025-10-28history
FENI FIDELITY COVINGTON TRUST240.6K shares3.05%2025-09-302025-10-28history
VEA VANGUARD TAX-MANAGED FDS137.7K shares-1.50%2025-09-302025-10-28history
Sponsored
GSLC GOLDMAN SACHS ETF TR58.8K shares-2.85%2025-09-302025-10-28history
SPIB SPDR SERIES TRUST217.6K shares1.34%2025-09-302025-10-28history
VTV VANGUARD INDEX FDS34.8K shares1.18%2025-09-302025-10-28history
FVAL FIDELITY COVINGTON TRUST85.6K shares1.33%2025-09-302025-10-28history
BND VANGUARD BD INDEX FDS73.1K shares2.21%2025-09-302025-10-28history
DGRO ISHARES TR77.5K shares3.52%2025-09-302025-10-28history
FBCG FIDELITY COVINGTON TRUST82.5K shares1.66%2025-09-302025-10-28history
SDY SPDR SERIES TRUST27.0K shares-1.87%2025-09-302025-10-28history
Sponsored
XLK SELECT SECTOR SPDR TR12.4K shares-2.64%2025-09-302025-10-28history
SPY SPDR S&P 500 ETF TR3.3K shares0.00%2025-09-302025-10-28history
SPEM SPDR INDEX SHS FDS45.6K shares-0.41%2025-09-302025-10-28history
NEAR ISHARES U S ETF TR25.2K shares-9.15%2025-09-302025-10-28history
XLE SELECT SECTOR SPDR TR13.6K shares-4.60%2025-09-302025-10-28history
MSFT MICROSOFT CORP2.0K shares6.81%2025-09-302025-10-28history
IEMG ISHARES INC13.4K shares17.95%2025-09-302025-10-28history
AMZN AMAZON COM INC2.9K shares0.00%2025-09-302025-10-28history
Sponsored
IJT ISHARES TR4.4K shares-3.23%2025-09-302025-10-28history
PM PHILIP MORRIS INTL INC3.4K shares-5.21%2025-09-302025-10-28history
PLTR PALANTIR TECHNOLOGIES INC2.3K shares-5.68%2025-09-302025-10-28history
VUG VANGUARD INDEX FDS877 shares0.00%2025-09-302025-10-28history
IDU ISHARES TR3.1K shares-1.49%2025-09-302025-10-28history
V VISA INC854 shares-5.53%2025-09-302025-10-28history
HIMS HIMS & HERS HEALTH INC4.8K shares0.00%2025-09-302025-10-28history
SO SOUTHERN CO2.4K shares0.00%2025-09-302025-10-28history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available