Forbes Financial Planning, Inc. has disclosed 30 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $127.00 Mil. The turnover rate is 15%.
In Forbes Financial Planning, Inc.'s current portfolio as of 2024-06-30, the top 5 holdings are
iShares Core S&P 500 ETF (IVV), Vanguard FTSE Developed Markets ETF (VEA), SPDR S&P 600 Small Cap Growth ETF (SLYG), Vanguard Small Cap Value ETF (VBR), Vanguard Total Stock Market ETF (VTI), not including call and put options.
Forbes Financial Planning, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Forbes Financial Planning, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Forbes Financial Planning, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Forbes Financial Planning, Inc..