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| Name: |
Forbes Financial Planning Inc. |
| City: |
EAST GREENWICH |
| State: |
RI |
| Zip: |
02818 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVV |
iShares Core S&P 500 Etf |
1 |
- |
$532.15 |
$10,894,000 |
20,722 |
9.37% |
720,000 |
-578 |
0 |
Closed - End Fund - E... |
|
|
XLV |
SPDR Select Sector Health |
12 |
- |
$144.42 |
$4,248,000 |
28,755 |
3.65% |
76,000 |
-1,838 |
0.001 |
Closed - End Fund - E... |
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XLK |
SPDR Technology Sector |
15 |
- |
$215.19 |
$3,731,000 |
17,915 |
3.21% |
194,000 |
-459 |
0.006 |
Closed - End Fund - E... |
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IJT |
iShares S&P SC600 BR Gr Indx |
18 |
- |
$130.64 |
$2,768,000 |
21,174 |
2.38% |
15,000 |
-823 |
0.046 |
Closed - End Fund - E... |
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XLE |
SPDR Energy Sector |
19 |
- |
$91.37 |
$2,247,000 |
23,799 |
1.93% |
183,000 |
-822 |
0.001 |
Closed - End Fund - E... |
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