Forbes Financial Planning, Inc. Portfolio Holdings by Sector
Forbes Financial Planning, Inc.
- $136 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SLYG VBR VEA NEAR IVV AGG SPIB VCSH 24 stocks |
$119,843
88.24% of portfolio
|
  12  
|
  11  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$8,945
6.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5,122
3.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$986
0.73% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$636
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$285
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|