Forbes Financial Planning, Inc. 13F Holdings
CIK 0001911316 · EAST GREENWICH, RI
As of Sep 30, 2025, Forbes Financial Planning, Inc. reported 32 positions worth
CIK 0001911316 · EAST GREENWICH, RI
As of Sep 30, 2025, Forbes Financial Planning, Inc. reported 32 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF | FBND | — | 321,883 | 5.0M | 9.92% |
| ISHARES CORE S&P 500 ETF | IVV | — | 21,817 | 4.7M | 9.72% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 166,908 | 3.5M | 8.90% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 29,485 | $9.7M | 6.43% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 45,326 | $9.5M | 6.31% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP GROWTH ETF | SLYG | — | 98,515 | $9.4M | 6.19% |
| FIDELITY COVINGTON TRUST | FENI | — | 240,565 | $8.6M | 5.66% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 137,713 | $8.3M | 5.46% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 58,760 | $7.7M | 5.06% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | — | 217,596 | $7.4M | 4.92% |
| VANGUARD VALUE INDEX FUND | VTV | — | 34,831 | $6.5M | 4.33% |
| FIDELITY VALUE FACTOR ETF | FVAL | — | 85,570 | $5.9M | 3.93% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 73,051 | $5.5M | 3.61% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 77,499 | $5.3M | 3.50% |
| FIDELITY BLUE CHIP GROWTH ETF | FBCG | — | 82,546 | $4.5M | 2.96% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 27,027 | $3.8M | 2.49% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 12,362 | $3.5M | 2.30% |
| SPDR S&P 500 ETF TRUST | SPY | — | 3,268 | $2.2M | 1.44% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 45,622 | $2.1M | 1.41% |
| ISHARES SHORT DURATION BOND ACTIVE ETF | NEAR | — | 25,239 | .3M | 0.85% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 13,635 | .2M | 0.81% |
| MICROSOFT CORP | MSFT | Technology | 1,960 | .0M | 0.67% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 13,380 | $922.6K | 0.61% |
| AMAZON.COM INC | AMZN | Equity | 2,900 | $636.8K | 0.42% |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | IJT | — | 4,435 | $627.6K | 0.41% |