| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 11.4% |
| APPLE INC | 11 | Q2 2024 | 5.8% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 5.6% |
| SELECT SECTOR SPDR TR | 11 | Q2 2024 | 4.9% |
| SPDR S&P 500 ETF TR | 11 | Q2 2024 | 3.8% |
| SPDR SER TR | 11 | Q2 2024 | 4.3% |
| ISHARES TR | 11 | Q2 2024 | 3.7% |
| SELECT SECTOR SPDR TR | 11 | Q2 2024 | 4.7% |
| SELECT SECTOR SPDR TR | 11 | Q2 2024 | 2.8% |
| ISHARES TR | 11 | Q2 2024 | 3.4% |
View Forbes Financial Planning, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-15 |
View Forbes Financial Planning, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.