Forbes Financial Planning, Inc. Top Holdings and 13F Report (2024) About Forbes Financial Planning, Inc.Investment ActivityForbes Financial Planning, Inc. has $138.79 million in total holdings as of September 30, 2024.Forbes Financial Planning, Inc. owns shares of 30 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.26% of the portfolio was purchased this quarter.About 0.52% of the portfolio was sold this quarter.This quarter, Forbes Financial Planning, Inc. has purchased 30 new stocks and bought additional shares in 16 stocks.Forbes Financial Planning, Inc. sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $11,763,321Vanguard FTSE Developed Markets ETF $10,230,962SPDR S&P 600 Small Cap Growth ETF $9,859,116Vanguard Small-Cap Value ETF $9,631,497Vanguard Total Stock Market ETF $8,809,004 Largest New Holdings this Quarter Southern $216,793 Holding Largest Purchases this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7,708 shares (about $870.54K)iShares Short Duration Bond Active ETF 13,305 shares (about $681.75K)Fidelity Value Factor ETF 7,832 shares (about $474.62K)Vanguard Small-Cap Value ETF 1,951 shares (about $391.73K)Vanguard FTSE Developed Markets ETF 6,003 shares (about $317.02K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 291 shares (about $166.96K)Health Care Select Sector SPDR Fund 975 shares (about $150.17K)Vanguard Short-Term Corporate Bond ETF 775 shares (about $61.55K)iShares U.S. Utilities ETF 600 shares (about $61.21K)iShares S&P Small-Cap 600 Growth ETF 275 shares (about $38.36K) 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$11,763,321$31,726 ▲0.3%20,3938.5%ETFVEAVanguard FTSE Developed Markets ETF$10,230,962$317,018 ▲3.2%193,7327.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$9,859,116$170,856 ▲1.8%105,8877.1%ETFVBRVanguard Small-Cap Value ETF$9,631,497$391,725 ▲4.2%47,9706.9%ETFVTIVanguard Total Stock Market ETF$8,809,004$153,754 ▲1.8%31,1106.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,763,586$115,246 ▲1.5%76,6625.6%FinanceNEARiShares Short Duration Bond Active ETF$7,728,492$681,749 ▲9.7%150,8295.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,275,858$61,551 ▼-0.8%91,6125.2%ETFVTVVanguard Value ETF$7,121,372$101,774 ▲1.4%40,7945.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$6,819,637$184,765 ▲2.8%202,3034.9%ETFFVALFidelity Value Factor ETF$6,056,983$474,620 ▲8.5%99,9504.4%ETFSDYSPDR S&P Dividend ETF$5,509,922$109,656 ▲2.0%38,7914.0%ETFAAPLApple$5,087,0120.0%21,8333.7%Computer and TechnologyDGROiShares Core Dividend Growth ETF$4,423,160$103,501 ▲2.4%70,5563.2%ETFXLVHealth Care Select Sector SPDR Fund$4,201,702$150,171 ▼-3.5%27,2803.0%ETFBNDVanguard Total Bond Market ETF$4,147,512$232,241 ▲5.9%55,2193.0%ETFXLKTechnology Select Sector SPDR Fund$3,987,693$25,060 ▼-0.6%17,6632.9%ETFSPYSPDR S&P 500 ETF Trust$3,845,340$166,964 ▼-4.2%6,7022.8%FinanceGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3,321,091$870,536 ▲35.5%29,4062.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,019,059$245,080 ▲8.8%73,1362.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$2,805,293$38,360 ▼-1.3%20,1112.0%ETFXLEEnergy Select Sector SPDR Fund$2,040,938$18,087 ▼-0.9%23,2451.5%ETFMSFTMicrosoft$793,9040.0%1,8450.6%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$611,555$123,704 ▲25.4%6,2340.4%ETFAMZNAmazon.com$540,3570.0%2,9000.4%Retail/WholesaleVUGVanguard Growth ETF$377,0190.0%9820.3%ETFIDUiShares U.S. Utilities ETF$346,766$61,212 ▼-15.0%3,3990.2%ETFVVisa$248,5550.0%9040.2%Business ServicesSOSouthern$216,793$216,793 ▲New Holding2,4040.2%UtilitiesAMGNAmgen$206,5370.0%6410.1%MedicalSYYSysco$0$200,756 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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