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Home > Institutional Investor > Forbes Financial Planning, Inc. > 13F Holdings

Instuitional Investor - Forbes Financial Planning, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 189,002 $9,606,950 7.12%
2.
Vanguard Index Fds - SM CP VAL ETF
 47,367 $8,823,928 6.54%
3.
Spdr Series Trust
 104,305 $8,657,294 6.41%
4.
Vanguard Index Fds
 30,400 $8,355,148 6.19%
5.
Ishares U S Etf Tr
 159,620 $8,119,873 6.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)