Instuitional Investor - Forbes Financial Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Forbes Financial Planning, Inc. |
| Portfolio Value | $151,268,907 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 321,883 | $15,010,987 | 9.92% | |
| 2. | IEF | 21,817 | $14,710,108 | 9.72% | |
| 3. | Vanguard Scottsdale Funds | 166,908 | $13,462,468 | 8.9% | |
| 4. | Vanguard Index Fds | 29,485 | $9,730,003 | 6.43% | |
| 5. | Vanguard Index Fds - SM CP VAL ETF | 45,326 | $9,541,136 | 6.31% |
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