Instuitional Investor - Forbes Financial Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Forbes Financial Planning, Inc. |
| Portfolio Value | $173,094,295 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 365,535 | $16,675,714 | 9.63% | |
| 2. | Vanguard Scottsdale Funds | 204,881 | $16,240,956 | 9.38% | |
| 3. | IEF | 23,171 | $15,131,470 | 8.74% | |
| 4. | Vanguard Tax-Managed Fds | 196,899 | $12,617,265 | 7.29% | |
| 5. | Vanguard Index Fds - SM CP VAL ETF | 54,079 | $11,748,582 | 6.79% |
Hedge Fund Resource Center 
