account_balance
Investment manager · 13F filer · SEC CIK 1911316
Forbes Financial Planning, Inc.
Reported value$182Mas of Sep 30, 2026
Positions38 1 new, 1 sold out
Top 10 weight69.3%IVV alone is 10%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
9.5%
VCSHVanguard Scottsdale FDS
8.6%
FBNDFidelity Merrimack STR Tr
8.5%
VEAVanguard Tax-Managed FDS
7.5%
VBRVanguard Index FDS
6.7%
FENIFidelity Covington Trust
6.3%
DGROiShares Tr
6.1%
VTVVanguard Index FDS
6.1%
VBKVanguard Index FDS
5.5%
SPIBSPDR Series Trust
4.5%
FLOTiShares Tr
4.4%
GSLCGoldman Sachs ETF Tr
4.2%Trimmed −3%
IVViShares Tr
9.5%
VCSHVanguard Scottsdale FDS
8.6%
FBNDFidelity Merrimack STR Tr
8.5%
VEAVanguard Tax-Managed FDS
7.5%
VBRVanguard Index FDS
6.7%
FENIFidelity Covington Trust
6.3%
DGROiShares Tr
6.1%
VTVVanguard Index FDS
6.1%
VBKVanguard Index FDS
5.5%
SPIB4.5%
FLOTiShares Tr
4.4%
GSLCGoldman Sachs ETF Tr
4.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 9.5% Held
VCSH Vanguard Scottsdale FDS 8.6% Held
FBND Fidelity Merrimack STR Tr 8.5% Held
VEA Vanguard Tax-Managed FDS 7.5% Held
VBR Vanguard Index FDS 6.7% Held
FENI Fidelity Covington Trust 6.3% Held
DGRO iShares Tr 6.1% Held
VTV Vanguard Index FDS 6.1% Held
VBK Vanguard Index FDS 5.5% Held
SPIB SPDR Series Trust 4.5% Held
FLOT iShares Tr 4.4% Held
GSLC Goldman Sachs ETF Tr 4.2% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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