Instuitional Investor - Forbes Financial Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Forbes Financial Planning, Inc. |
| Portfolio Value | $171,043,200 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 361,739 | $16,655,480 | 9.74% | |
| 2. | IEF | 22,736 | $15,574,369 | 9.11% | |
| 3. | Vanguard Scottsdale Funds | 194,538 | $15,520,601 | 9.07% | |
| 4. | Vanguard Tax-Managed Fds | 192,974 | $12,060,691 | 7.05% | |
| 5. | Vanguard Index Fds - SM CP VAL ETF | 52,246 | $11,065,881 | 6.47% |
Hedge Fund Resource Center 
