StockDriftsStockDriftsTop 38 Forbes Financial Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 9.63% | 365.5K | $16.7M | +1.05%(+3.80K) | $45.72(-0.37%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 9.38% | 204.9K | $16.2M | +5.32%(+10.34K) | $78.25(+0.91%) | 2026-03-31 | |
| IVV | ISHARES TR | 8.74% | 23.2K | $15.1M | +1.91%(+435) | $511.28(+42.19%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.29% | 196.9K | $12.6M | +2.03%(+3.92K) | $49.68(+38.85%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 6.79% | 54.1K | $11.7M | +3.51%(+1.83K) | $189.49(+22.50%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 6.32% | 293.9K | $10.9M | +4.27%(+12.05K) | $31.98(+22.35%) | 2026-03-31 | |
| DGRO | ISHARES TR | 6.02% | 148.5K | $10.4M | +4.57%(+6.50K) | $60.19(+21.87%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.91% | 52.2K | $10.2M | +3.55%(+1.79K) | $156.47(+31.99%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 5.22% | 29.9K | $9.0M | +6.69%(+1.88K) | $300.01(+13.91%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 4.91% | 253.2K | $8.5M | +6.33%(+15.08K) | $32.57(+2.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.16% | +26.54% |
| Top 20 Holdings Unweighted | +10.15% | +33.65% |
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