Forbes Financial Planning, Inc. Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$206.4B
Holdings
31
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 20,454 | $75.1B | 36.40% | |
| 2 | SLYGSPDR SER TR | 105,810 | $9.6B | 4.63% | |
| 3 | VBRVANGUARD INDEX FDS | 48,106 | $9.5B | 4.62% | |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 194,225 | $9.3B | 4.50% | |
| 5 | VTIVANGUARD INDEX FDS | 30,866 | $8.9B | 4.33% | |
| 6 | NEARISHARES U S ETF TR | 164,264 | $8.3B | 4.02% | |
| 7 | IVVISHARES TR | 14,064 | $8.3B | 4.01% | |
| 8 | AGGISHARES TR | 79,470 | $7.7B | 3.73% | |
| 9 | SPIBSPDR SER TR | 226,382 | $7.4B | 3.59% | |
| 10 | VCSHVANGUARD SCOTTSDALE FDS | 89,724 | $7.0B | 3.39% | |
| 11 | VTVVANGUARD INDEX FDS | 40,673 | $6.9B | 3.34% | |
| 12 | FVALFIDELITY COVINGTON TRUST | 101,225 | $6.2B | 3.02% | |
| 13 | BNDVANGUARD BD INDEX FDS | 79,646 | $5.7B | 2.78% | |
| 14 | SDYSPDR SER TR | 38,860 | $5.1B | 2.49% | |
| 15 | FBNDFIDELITY MERRIMACK STR TR | 98,052 | $4.4B | 2.13% | |
| 16 | DGROISHARES TR | 70,336 | $4.3B | 2.09% | |
| 17 | XLKSELECT SECTOR SPDR TR | 17,562 | $4.1B | 1.98% | |
| 18 | GSLCGOLDMAN SACHS ETF TR | 31,664 | $3.6B | 1.77% | |
| 19 | SPEMSPDR INDEX SHS FDS | 73,812 | $2.8B | 1.37% | |
| 20 | FBCGFIDELITY COVINGTON TRUST | 49,175 | $2.3B | 1.10% | |
| 21 | SPYSPDR S&P 500 ETF TR | 3,810 | $2.2B | 1.08% | |
| 22 | XLESELECT SECTOR SPDR TR | 22,806 | $2.0B | 0.95% | |
| 23 | XLVSELECT SECTOR SPDR TR | 11,109 | $1.5B | 0.74% | |
| 24 | IJTISHARES TR | 6,066 | $821.2M | 0.40% | |
| 25 | MSFTMICROSOFT CORP | 1,845 | $777.7M | 0.38% | |
| 26 | AMZNAMAZON COM INC | 2,900 | $636.2M | 0.31% | |
| 27 | FENIFIDELITY COVINGTON TRUST | 19,761 | $544.0M | 0.26% | |
| 28 | VUGVANGUARD INDEX FDS | 974 | $399.8M | 0.19% | |
| 29 | IDUISHARES TR | 3,399 | $327.0M | 0.16% | |
| 30 | VVISA INC | 904 | $285.7M | 0.14% | |
| 31 | PLTRPALANTIR TECHNOLOGIES INC | 2,765 | $209.1M | 0.10% |