FORBES FINANCIAL PLANNING, INC.

CIK: 0001911316

Securities

Total Securities Securities Added Securities Removed Average Holding Period
29.00 1 0 5

Securities

Market Value Previous Market Value Change In Market Value Change In Market Value (%)
107.41M 93.31M 14.10M 15.11 %

Securities

Performance Performance 1 Year Performance 3 Years Performance 5 Years Performance Since Inception
8.97M 12.29M 5.04M 5.04M 5.04M

VEA

Inst. Shares Owned: 181.75K

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SPIB

Inst. Shares Owned: 164.34K

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SLYG

Inst. Shares Owned: 101.15K

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VCSH

Inst. Shares Owned: 82.13K

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IJS

Inst. Shares Owned: 78.89K

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AGG

Inst. Shares Owned: 72.25K

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FVAL

Inst. Shares Owned: 71.79K

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DGRO

Inst. Shares Owned: 64.70K

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VTV

Inst. Shares Owned: 39.32K

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SDY

Inst. Shares Owned: 36.28K

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BND

Inst. Shares Owned: 31.35K

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XLV

Inst. Shares Owned: 30.59K

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VTI

Inst. Shares Owned: 28.88K

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XLE

Inst. Shares Owned: 24.62K

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AAPL

Inst. Shares Owned: 21.80K

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IVV

Inst. Shares Owned: 21.30K

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XLK

Inst. Shares Owned: 18.37K

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GSLC

Inst. Shares Owned: 17.44K

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IEMG

Inst. Shares Owned: 12.81K

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VBR

Inst. Shares Owned: 7.19K

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SPY

Inst. Shares Owned: 6.90K

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IDU

Inst. Shares Owned: 3.40K

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AMZN

Inst. Shares Owned: 2.90K

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GSD

Inst. Shares Owned: 2.58K

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GSD

Inst. Shares Owned: 2.58K

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MSFT

Inst. Shares Owned: 1.85K

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VUG

Inst. Shares Owned: 914.00

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V

Inst. Shares Owned: 904.00

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