HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
21,300 | -159 | $10,174 |
| IVV | 21,300 | -159 | $10,174 |
| VANGUARD TAX MANAGED FDS (VEA) |
181,746 | +5,564 | $8,706 |
| VEA | 181,746 | +5,564 | $8,706 |
| SPDR SER TR (SLYG) |
101,147 | +3,072 | $8,459 |
| SLYG | 101,147 | +3,072 | $8,459 |
| ISHARES TR (IJS) |
78,891 | -1,090 | $8,131 |
| IJS | 78,891 | -1,090 | $8,131 |
| ISHARES TR (AGG) |
72,250 | +2,413 | $7,171 |
| AGG | 72,250 | +2,413 | $7,171 |
| VANGUARD INDEX FDS (VTI) |
28,876 | +1,209 | $6,850 |
| VTI | 28,876 | +1,209 | $6,850 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
82,129 | +3,152 | $6,354 |
| VCSH | 82,129 | +3,152 | $6,354 |
| VANGUARD INDEX FDS (VTV) |
39,320 | +1,341 | $5,878 |
| VTV | 39,320 | +1,341 | $5,878 |
| SPDR SER TR (SPIB) |
164,343 | +23,524 | $5,395 |
| SPIB | 164,343 | +23,524 | $5,395 |
| SPDR SER TR (SDY) |
36,278 | +1,629 | $4,534 |
| SDY | 36,278 | +1,629 | $4,534 |
| APPLE INC |
21,795 | -1,100 | $4,196 |
| AAPL | 21,795 | -1,100 | $4,196 |
| SELECT SECTOR SPDR TR (XLV) |
30,593 | -3,164 | $4,172 |
| XLV | 30,593 | -3,164 | $4,172 |
| FIDELITY COVINGTON TRUST |
71,790 | +13,023 | $3,805 |
| FVAL | 71,790 | +13,023 | $3,805 |
| SELECT SECTOR SPDR TR (XLK) |
18,374 | +13 | $3,537 |
| XLK | 18,374 | +13 | $3,537 |
| ISHARES TR (DGRO) |
64,701 | +3,936 | $3,482 |
| DGRO | 64,701 | +3,936 | $3,482 |
| SPDR S&P 500 ETF TR (SPY) |
6,904 | +198 | $3,282 |
| SPY | 6,904 | +198 | $3,282 |
| ISHARES TR (IJT) |
21,997 | -184 | $2,753 |
| IJT | 21,997 | -184 | $2,753 |
| VANGUARD BD INDEX FDS (BND) |
31,348 | +13,283 | $2,306 |
| BND | 31,348 | +13,283 | $2,306 |
| SELECT SECTOR SPDR TR (XLE) |
24,621 | -71 | $2,064 |
| XLE | 24,621 | -71 | $2,064 |
| GOLDMAN SACHS ETF TR (GSLC) |
17,435 | +3,029 | $1,636 |
| GSLC | 17,435 | +3,029 | $1,636 |
| VANGUARD INDEX FDS (VBR) |
7,194 | +3,779 | $1,295 |
| VBR | 7,194 | +3,779 | $1,295 |
| MICROSOFT CORP |
1,845 | UNCH | $694 |
| MSFT | 1,845 | UNCH | $694 |
| ISHARES INC (IEMG) |
12,808 | +7,044 | $648 |
| IEMG | 12,808 | +7,044 | $648 |
| SPDR GOLD TR (GLD) |
2,579 | +2,579 | $493 |
| GLD | 2,579 | +2,579 | $493 |
| PROSOMNUS INC |
465,710 | UNCH | $456 |
| OSA | 465,710 | UNCH | $456 |
| AMAZON COM INC |
2,900 | UNCH | $441 |
| AMZN | 2,900 | UNCH | $441 |
| VANGUARD INDEX FDS (VUG) |
914 | UNCH | $284 |
| VUG | 914 | UNCH | $284 |
| ISHARES TR (IDU) |
3,399 | +284 | $272 |
| IDU | 3,399 | +284 | $272 |
See Full List: All Stocks Held By Forbes Financial Planning Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Forbes Financial Planning Inc.
|
Size ($ in 1000's)
At 12/31/2023: $107,703 At 09/30/2023: $93,313 Forbes Financial Planning Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Forbes Financial Planning Inc. 13F filings. Link to 13F filings: SEC filings |
