Instuitional Investor - Forbes Financial Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Forbes Financial Planning, Inc. |
| Portfolio Value | $206,381,373 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 20,454 | $75,122,008 | 36.39% | |
| 2. | Spdr Series Trust | 105,810 | $9,559,941 | 4.63% | |
| 3. | Vanguard Index Fds | 48,106 | $9,533,645 | 4.61% | |
| 4. | Vanguard Tax-Managed Fds | 194,225 | $9,287,862 | 4.5% | |
| 5. | Vanguard Index Fds | 30,866 | $8,945,401 | 4.33% |
