SEC Form 13F

Forbes Financial Planning, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$186,418,531
Positions38

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$17,183,51322,945
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$16,329,898358,978
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$16,024,485202,765
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$13,978,071196,183
VANGUARD INDEX FDSVBRSM CP VAL ETF$13,064,85253,767
FIDELITY COVINGTON TRUSTFENIENHANCED INTL$11,778,455293,507
VANGUARD INDEX FDSVTVVALUE ETF$11,350,70852,084
ISHARES TRDGROCORE DIV GRWTH$11,290,157148,966
VANGUARD INDEX FDSVBKSML CP GRW ETF$10,908,37329,829
SPDR SERIES TRUSTSPIBST INTER BD ETF$8,422,046251,705

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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