Instuitional Investor - Forbes Financial Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Forbes Financial Planning, Inc. |
| Portfolio Value | $148,040,648 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 315,286 | $14,424,347 | 9.74% | |
| 2. | IEF | 21,408 | $13,292,355 | 8.98% | |
| 3. | Vanguard Scottsdale Funds | 165,886 | $13,187,963 | 8.91% | |
| 4. | Vanguard Index Fds | 29,135 | $8,854,941 | 5.98% | |
| 5. | Vanguard Index Fds - SM CP VAL ETF | 44,574 | $8,692,311 | 5.87% |
