Forbes Financial Planning, Inc. Top Holdings and 13F Report (2024) About Forbes Financial Planning, Inc.Investment ActivityForbes Financial Planning, Inc. has $127.33 million in total holdings as of June 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 14.85% of the portfolio was purchased this quarter.About 7.15% of the portfolio was sold this quarter.This quarter, Forbes Financial Planning, Inc. has purchased 29 new stocks and bought additional shares in 16 stocks.Forbes Financial Planning, Inc. sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $11,129,364Vanguard FTSE Developed Markets ETF $9,277,571SPDR S&P 600 Small Cap Growth ETF $8,933,882Vanguard Small-Cap Value ETF $8,399,418Vanguard Total Stock Market ETF $8,176,972 Largest New Holdings this Quarter BlackRock Short Duration Bond ETF $6,921,583 HoldingSysco $200,756 HoldingAmgen $200,280 Holding Largest Purchases this Quarter BlackRock Short Duration Bond ETF 137,524 shares (about $6.92M)Vanguard Small-Cap Value ETF 35,072 shares (about $6.40M)SPDR Portfolio Emerging Markets ETF 34,371 shares (about $1.29M)Vanguard Total Bond Market ETF 9,687 shares (about $697.94K)Fidelity Value Factor ETF 11,178 shares (about $643.68K) Largest Sales this Quarter iShares Core S&P 500 ETF 384 shares (about $210.13K)Apple 827 shares (about $174.18K)iShares S&P Small-Cap 600 Growth ETF 788 shares (about $101.20K)Health Care Select Sector SPDR Fund 500 shares (about $72.88K)SPDR S&P 500 ETF Trust 108 shares (about $58.78K) 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$11,129,364$210,133 ▼-1.9%20,3388.7%ETFVEAVanguard FTSE Developed Markets ETF$9,277,571$234,053 ▲2.6%187,7297.3%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$8,933,882$238,003 ▲2.7%104,0527.0%ETFVBRVanguard Small-Cap Value ETF$8,399,418$6,401,364 ▲320.4%46,0196.6%ETFVTIVanguard Total Stock Market ETF$8,176,972$201,970 ▲2.5%30,5676.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,331,123$243,161 ▲3.4%75,5245.8%FinanceVCSHVanguard Short-Term Corporate Bond ETF$7,139,179$450,434 ▲6.7%92,3875.6%ETFNEARBlackRock Short Duration Bond ETF$6,921,583$6,921,583 ▲New Holding137,5245.4%ETFVTVVanguard Value ETF$6,450,309$85,339 ▲1.3%40,2115.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$6,408,529$597,900 ▲10.3%196,8225.0%ETFFVALFidelity Value Factor ETF$5,304,536$643,676 ▲13.8%92,1184.2%ETFSDYSPDR S&P Dividend ETF$4,835,308$72,239 ▲1.5%38,0193.8%ETFAAPLApple$4,598,397$174,180 ▼-3.6%21,8333.6%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$4,118,236$72,876 ▼-1.7%28,2553.2%ETFXLKTechnology Select Sector SPDR Fund$4,021,009$31,898 ▼-0.8%17,7743.2%ETFDGROiShares Core Dividend Growth ETF$3,969,632$51,273 ▲1.3%68,9053.1%ETFSPYSPDR S&P 500 ETF Trust$3,805,730$58,776 ▼-1.5%6,9933.0%FinanceBNDVanguard Total Bond Market ETF$3,755,731$697,945 ▲22.8%52,1272.9%ETFIJTiShares S&P Small-Cap 600 Growth ETF$2,618,140$101,202 ▼-3.7%20,3862.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,531,391$1,294,758 ▲104.7%67,1992.0%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,320,647$163,316 ▲7.6%21,6981.8%ETFXLEEnergy Select Sector SPDR Fund$2,137,549$31,720 ▼-1.5%23,4511.7%ETFMSFTMicrosoft$824,6230.0%1,8450.6%Computer and TechnologyAMZNAmazon.com$560,425$42,515 ▼-7.1%2,9000.4%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$456,422$167,315 ▲57.9%4,9730.4%ETFVUGVanguard Growth ETF$367,2780.0%9820.3%ETFIDUiShares U.S. Utilities ETF$298,704$44,817 ▲17.7%3,9990.2%ETFVVisa$237,2730.0%9040.2%Business ServicesSYYSysco$200,756$200,756 ▲New Holding2,6040.2%Consumer StaplesAMGNAmgen$200,280$200,280 ▲New Holding6410.2%MedicalIJSiShares S&P Small-Cap 600 Value ETF$0$8,114,515 ▼-100.0%00.0%ETFOSAProSomnus$0$264,989 ▼-100.0%00.0%MedicalShowing 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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