0001085146-22-002060.txt : 20220513
0001085146-22-002060.hdr.sgml : 20220513
20220513103442
ACCESSION NUMBER: 0001085146-22-002060
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220513
DATE AS OF CHANGE: 20220513
EFFECTIVENESS DATE: 20220513
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Forbes Financial Planning, Inc.
CENTRAL INDEX KEY: 0001911316
IRS NUMBER: 260239476
STATE OF INCORPORATION: RI
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22282
FILM NUMBER: 22920861
BUSINESS ADDRESS:
STREET 1: 660 MAIN STREET
CITY: EAST GREENWICH
STATE: RI
ZIP: 02818
BUSINESS PHONE: 401-885-7300
MAIL ADDRESS:
STREET 1: 660 MAIN STREET
CITY: EAST GREENWICH
STATE: RI
ZIP: 02818
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001911316
XXXXXXXX
03-31-2022
03-31-2022
false
Forbes Financial Planning, Inc.
660 MAIN STREET
EAST GREENWICH
RI
02818
13F HOLDINGS REPORT
028-22282
N
Daniel Forbes
Founder and President
401-885-7300
/s/Daniel Forbes
East Greenwich
RI
05-12-2022
0
30
80295
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
AMAZON COM INC
COM
023135106
473
145
SH
SOLE
0
0
145
APPLE INC
COM
037833100
4629
26505
SH
SOLE
0
0
26505
ARK ETF TR
INNOVATION ETF
00214Q104
245
3625
SH
SOLE
0
0
3625
DISNEY WALT CO
COM
254687106
256
1859
SH
SOLE
0
0
1859
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
4552
91885
SH
SOLE
0
0
91885
ISHARES INC
CORE MSCI EMKT
46434G103
2582
46775
SH
SOLE
0
0
46775
ISHARES TR
CORE DIV GRWTH
46434V621
441
8253
SH
SOLE
0
0
8253
ISHARES TR
CORE S&P500 ETF
464287200
9164
20202
SH
SOLE
0
0
20202
ISHARES TR
MSCI EMG MKT ETF
464287234
1067
23601
SH
SOLE
0
0
23601
ISHARES TR
S&P SML 600 GWT
464287887
3008
23932
SH
SOLE
0
0
23932
ISHARES TR
SP SMCP600VL ETF
464287879
5666
55294
SH
SOLE
0
0
55294
ISHARES TR
TIPS BD ETF
464287176
5660
45508
SH
SOLE
0
0
45508
ISHARES TR
U.S. UTILITS ETF
464287697
314
3451
SH
SOLE
0
0
3451
MICROSOFT CORP
COM
594918104
697
2265
SH
SOLE
0
0
2265
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
5541
77963
SH
SOLE
0
0
77963
SELECT SECTOR SPDR TR
ENERGY
81369Y506
2119
27746
SH
SOLE
0
0
27746
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
484
3532
SH
SOLE
0
0
3532
SELECT SECTOR SPDR TR
TECHNOLOGY
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3908
24709
SH
SOLE
0
0
24709
SOUTHERN CO
COM
842587107
254
3498
SH
SOLE
0
0
3498
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3019
6690
SH
SOLE
0
0
6690
SPDR SER TR
S&P DIVID ETF
78464A763
884
6892
SH
SOLE
0
0
6892
TRUIST FINL CORP
COM
89832Q109
669
11800
SH
SOLE
0
0
11800
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
6914
86910
SH
SOLE
0
0
86910
VANGUARD INDEX FDS
GROWTH ETF
922908736
263
914
SH
SOLE
0
0
914
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
612
3468
SH
SOLE
0
0
3468
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
2852
11630
SH
SOLE
0
0
11630
VANGUARD INDEX FDS
VALUE ETF
922908744
255
1721
SH
SOLE
0
0
1721
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
6750
41651
SH
SOLE
0
0
41651
VANGUARD STAR FDS
VG TL INTL STK F
921909768
6809
114082
SH
SOLE
0
0
114082
VISA INC
COM CL A
92826C839
208
939
SH
SOLE
0
0
939