Instuitional Investor - Forbes Financial Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Forbes Financial Planning, Inc. |
| Portfolio Value | $186,418,531 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 22,945 | $17,183,513 | 9.22% | |
| 2. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 358,978 | $16,329,898 | 8.76% | |
| 3. | VCIT | 202,765 | $16,024,485 | 8.6% | |
| 4. | Vanguard Tax-Managed Fds | 196,183 | $13,978,071 | 7.5% | |
| 5. | Vanguard Index Fds - SM CP VAL ETF | 53,767 | $13,064,852 | 7.01% |
Hedge Fund Resource Center 
