Forbes Financial Planning, Inc. Purchases in Q3 2024

Forbes Financial Planning, Inc.

$139 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
VBR Vanguard Small Cap Value ETF ETFs	1.95K + 4.24%	$179.99 - $201.6 $351K - $393K	48K $9.63M
GSLC Goldman Sachs ETF Tr Activebet ETFs	7.71K + 35.52%	$101.72 - $112.94 $784K - $871K	29.4K $3.32M
VEA Vanguard Ftse Developed Market ETFs	6K + 3.2%	$47.6 - $53.31 $286K - $320K	194K $10.2M
SLYG Spdr S&P 600 Small Cap Growth ETFs	1.84K + 1.76%	$85.03 - $94.56 $156K - $174K	106K $9.86M
NEAR Blackrock Short Maturity Bond ETFs	13.3K + 9.67%	$50.09 - $51.31 $666K - $683K	151K $7.73M
FVAL Fidelity Covington Tr Value Fa ETFs	7.83K + 8.5%	$55.27 - $60.6 $433K - $475K	100K $6.06M
SDY Spdr Series Tr Spdr S&P Divide ETFs	772 + 2.03%	$125.95 - $142.04 $97.2K - $110K	38.8K $5.51M
VTV Vanguard Value ETF ETFs	583 + 1.45%	$159.75 - $174.57 $93.1K - $102K	40.8K $7.12M
IVV Ishares Core S&P 500 ETF ETFs	55 + 0.27%	$520.18 - $576.82 $28.6K - $31.7K	20.4K $11.8M
VTI Vanguard Total Stock Market Et ETFs	543 + 1.78%	$255.18 - $283.2 $139K - $154K	31.1K $8.81M
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	5.94K + 8.83%	$36.02 - $41.68 $214K - $247K	73.1K $3.02M
DGRO Ishares Core Dividend Growth E ETFs	1.65K + 2.4%	$57.47 - $62.76 $94.9K - $104K	70.6K $4.42M
AGG Ishares Core U.S. Aggregate Bo ETFs	1.14K + 1.51%	$96.25 - $101.98 $110K - $116K	76.7K $7.76M
SPIB Spdr Portfolio Intermediate Te ETFs	5.48K + 2.78%	$32.36 - $33.78 $177K - $185K	202K $6.82M
BND Vanguard Bd Index Fd Inc Total ETFs	3.09K + 5.93%	$71.45 - $75.64 $221K - $234K	55.2K $4.15M
SO Southern CO Utilities	2.4K New	$77.0 - $90.52 $185K - $218K	2.4K $216K
TLT Ishares Barclays 20+ Year Trea ETFs	1.26K + 25.36%	$89.91 - $101.33 $113K - $128K	6.23K $611K

Activity Summary All Purchases 17 New Holdings 1 Increased Positions 16 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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