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Home > Institutional Investor > Forbes Financial Planning, Inc. > Profile

Instuitional Investor - Forbes Financial Planning, Inc.

Fund Profile
Filing Period:
Fund Name: Forbes Financial Planning, Inc.
Portfolio Value $107,410,366
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 21,300 $10,173,738 9.47%
2.
Vanguard Tax-Managed Fds
 181,746 $8,705,653 8.1%
3.
Spdr Series Trust
 101,147 $8,458,935 7.87%
4.
Ishares Trust
 IEF 78,891 $8,131,315 7.57%
5.
Ishares Trust
 IEF 72,250 $7,170,766 6.67%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)