0001085146-22-003517.txt : 20221021 0001085146-22-003517.hdr.sgml : 20221021 20221020184430 ACCESSION NUMBER: 0001085146-22-003517 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221021 DATE AS OF CHANGE: 20221020 EFFECTIVENESS DATE: 20221021 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: 221321925 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 09-30-2022 09-30-2022 false Forbes Financial Planning, Inc.

660 MAIN STREET EAST GREENWICH RI 02818

13F HOLDINGS REPORT 028-22282 N Daniel Forbes 401-885-7300 /s/Daniel Forbes East Greenwich RI 10-20-2022 0 27 68738 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 328 2900 SH SOLE 0 0 2900 APPLE INC COM 037833100 3616 26162 SH SOLE 0 0 26162 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 3944 90583 SH SOLE 0 0 90583 GENERAL DYNAMICS CORP COM 369550108 1323 6236 SH SOLE 0 0 6236 ISHARES INC CORE MSCI EMKT 46434G103 2418 56265 SH SOLE 0 0 56265 ISHARES TR CORE DIV GRWTH 46434V621 365 8208 SH SOLE 0 0 8208 ISHARES TR CORE S&P500 ETF 464287200 7520 20972 SH SOLE 0 0 20972 ISHARES TR CORE US AGGBD ET 464287226 5331 55331 SH SOLE 0 0 55331 ISHARES TR MSCI EMG MKT ETF 464287234 855 24505 SH SOLE 0 0 24505 ISHARES TR S&P SML 600 GWT 464287887 2360 23211 SH SOLE 0 0 23211 ISHARES TR SP SMCP600VL ETF 464287879 5140 62335 SH SOLE 0 0 62335 ISHARES TR TIPS BD ETF 464287176 968 9225 SH SOLE 0 0 9225 ISHARES TR U.S. UTILITS ETF 464287697 259 3194 SH SOLE 0 0 3194 MICROSOFT CORP COM 594918104 421 1809 SH SOLE 0 0 1809 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4836 82653 SH SOLE 0 0 82653 SELECT SECTOR SPDR TR ENERGY 81369Y506 1922 26692 SH SOLE 0 0 26692 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 394 3250 SH SOLE 0 0 3250 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2807 23634 SH SOLE 0 0 23634 SOUTHERN CO COM 842587107 238 3498 SH SOLE 0 0 3498 SPDR S&P 500 ETF TR TR UNIT 78462F103 2385 6677 SH SOLE 0 0 6677 SPDR SER TR S&P 600 SMCP GRW 78464A201 4967 72922 SH SOLE 0 0 72922 SPDR SER TR S&P DIVID ETF 78464A763 1989 17840 SH SOLE 0 0 17840 TRUIST FINL CORP COM 89832Q109 514 11800 SH SOLE 0 0 11800 VANGUARD INDEX FDS SM CP VAL ETF 922908611 498 3473 SH SOLE 0 0 3473 VANGUARD INDEX FDS VALUE ETF 922908744 3250 26318 SH SOLE 0 0 26318 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5103 37752 SH SOLE 0 0 37752 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 4987 137155 SH SOLE 0 0 137155