Forbes Financial Planning, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
East Greenwich, RI
CIK
0001911316
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 30 138,790 IVV, VEA, SLYG, VBR 13F-HR 10/29/2024 000108514624005213
Q2 2024 30 127,329 IVV, VEA, SLYG, VBR 13F-HR 7/25/2024 000108514624003221
Q1 2024 29 116,231 IVV, VEA, SLYG, IJS 13F-HR 4/29/2024 000108514624002104
Q4 2023 29 107,410 IVV, VEA, SLYG, IJS 13F-HR 2/13/2024 000108514624001241
Q3 2023 28 93,311 IVV, VEA, SLYG, IJS 13F-HR 11/7/2023 000108514623004180
Q2 2023 28 103,613 IVV, VEA, IJS, SLYG 13F-HR 8/8/2023 000108514623003159
Q1 2023 30 101,667 IVV, VEA, IJS, SLYG 13F-HR 5/4/2023 000108514623002068
Q4 2022 27 68,735 IVV, AGG, IJS, VIG 13F-HR 2/13/2023 000108514623001156
Q3 2022 27 68,738 IVV, AGG, IJS, VIG 13F-HR 10/20/2022 000108514622003517
Q2 2022 28 69,769 IVV, VEA, VIG, AGG 13F-HR 8/15/2022 000108514622003122
Q1 2022 30 80,295 IVV, BND, VXUS, VIG 13F-HR 5/13/2022 000108514622002060
Q4 2021 37 101,466 IVV, BND, VIG, VCSH 13F-HR 2/17/2022 000108514622001192