Forbes Financial Planning, Inc. Portfolio Holdings by Sector
Forbes Financial Planning, Inc.
- $116 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV VEA SLYG IJS AGG VCSH VTV SPIB 23 stocks |
$102,731
88.6% of portfolio
|
  17  
|
  5  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$7,748
6.68% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,885
3.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$776
0.67% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$562
0.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$252
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|