Forbes Financial Planning, Inc. Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$135.0B
Holdings
31
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 189,002 | $9.6B | 7.12% | |
| 2 | VBRVANGUARD INDEX FDS | 47,367 | $8.8B | 6.54% | |
| 3 | SLYGSPDR SER TR | 104,305 | $8.7B | 6.41% | |
| 4 | VTIVANGUARD INDEX FDS | 30,400 | $8.4B | 6.19% | |
| 5 | NEARISHARES U S ETF TR | 159,620 | $8.1B | 6.01% | |
| 6 | AGGISHARES TR | 81,025 | $8.0B | 5.94% | |
| 7 | IVVISHARES TR | 13,927 | $7.8B | 5.80% | |
| 8 | SPIBSPDR SER TR | 220,168 | $7.3B | 5.42% | |
| 9 | VTVVANGUARD INDEX FDS | 39,795 | $6.9B | 5.09% | |
| 10 | VCSHVANGUARD SCOTTSDALE FDS | 87,055 | $6.9B | 5.09% | |
| 11 | FVALFIDELITY COVINGTON TRUST | 112,242 | $6.7B | 4.95% | |
| 12 | AAPLAPPLE INC | 25,024 | $6.5B | 4.85% | |
| 13 | FBNDFIDELITY MERRIMACK STR TR | 117,209 | $5.4B | 3.96% | |
| 14 | BNDVANGUARD BD INDEX FDS | 72,190 | $5.3B | 3.93% | |
| 15 | SDYSPDR SER TR | 38,186 | $5.2B | 3.84% | |
| 16 | DGROISHARES TR | 70,279 | $4.3B | 3.22% | |
| 17 | GSLCGOLDMAN SACHS ETF TR | 34,264 | $3.8B | 2.79% | |
| 18 | XLKSELECT SECTOR SPDR TR | 17,210 | $3.6B | 2.63% | |
| 19 | SPEMSPDR INDEX SHS FDS | 72,718 | $2.9B | 2.12% | |
| 20 | SPYSPDR S&P 500 ETF TR | 3,809 | $2.1B | 1.58% | |
| 21 | XLESELECT SECTOR SPDR TR | 21,952 | $2.1B | 1.52% | |
| 22 | FENIFIDELITY COVINGTON TRUST | 55,722 | $1.7B | 1.23% | |
| 23 | XLVSELECT SECTOR SPDR TR | 11,100 | $1.6B | 1.20% | |
| 24 | IJTISHARES TR | 6,050 | $753.3M | 0.56% | |
| 25 | MSFTMICROSOFT CORP | 1,835 | $688.8M | 0.51% | |
| 26 | AMZNAMAZON COM INC | 2,900 | $551.8M | 0.41% | |
| 27 | VUGVANGUARD INDEX FDS | 1,033 | $383.1M | 0.28% | |
| 28 | IDUISHARES TR | 3,399 | $344.7M | 0.26% | |
| 29 | VVISA INC | 904 | $316.8M | 0.23% | |
| 30 | SOSOUTHERN CO | 2,404 | $221.0M | 0.16% | |
| 31 | JMUBJ P MORGAN EXCHANGE TRADED F | 4,110 | $205.5M | 0.15% |