0001085146-22-001192.txt : 20220218 0001085146-22-001192.hdr.sgml : 20220218 20220217184827 ACCESSION NUMBER: 0001085146-22-001192 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220218 DATE AS OF CHANGE: 20220217 EFFECTIVENESS DATE: 20220218 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: 22650110 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 12-31-2021 12-31-2021 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 02-17-2022 0 37 101466 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 483 145 SH SOLE 0 0 145 APPLE INC COM 037833100 4704 26505 SH SOLE 0 0 26505 DISNEY WALT CO COM 254687106 288 1859 SH SOLE 0 0 1859 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 5110 96153 SH SOLE 0 0 96153 ISHARES GOLD TR ISHARES NEW 464285204 614 17555 SH SOLE 0 0 17555 ISHARES INC CORE MSCI EMKT 46434G103 3407 56947 SH SOLE 0 0 56947 ISHARES TR CORE DIV GRWTH 46434V621 387 6958 SH SOLE 0 0 6958 ISHARES TR CORE MSCI EAFE 46432F842 845 11359 SH SOLE 0 0 11359 ISHARES TR CORE S&P500 ETF 464287200 9427 19844 SH SOLE 0 0 19844 ISHARES TR MSCI EAFE ETF 464287465 648 8210 SH SOLE 0 0 8210 ISHARES TR MSCI EMG MKT ETF 464287234 1443 29601 SH SOLE 0 0 29601 ISHARES TR S&P SML 600 GWT 464287887 3334 24020 SH SOLE 0 0 24020 ISHARES TR SP SMCP600VL ETF 464287879 5700 54532 SH SOLE 0 0 54532 ISHARES TR TIPS BD ETF 464287176 4750 36788 SH SOLE 0 0 36788 ISHARES TR U.S. UTILITS ETF 464287697 304 3424 SH SOLE 0 0 3424 ISHARES TR US TREAS BD ETF 46429B267 5567 209095 SH SOLE 0 0 209095 MICROSOFT CORP COM 594918104 674 2004 SH SOLE 0 0 2004 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 5279 72020 SH SOLE 0 0 72020 SELECT SECTOR SPDR TR ENERGY 81369Y506 1491 27192 SH SOLE 0 0 27192 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 540 3846 SH SOLE 0 0 3846 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4225 24353 SH SOLE 0 0 24353 SOUTHERN CO COM 842587107 239 3498 SH SOLE 0 0 3498 SPDR GOLD TR GOLD SHS 78463V107 1162 6820 SH SOLE 0 0 6820 SPDR S&P 500 ETF TR TR UNIT 78462F103 3202 6748 SH SOLE 0 0 6748 SPDR SER TR S&P DIVID ETF 78464A763 890 6891 SH SOLE 0 0 6891 SPDR SER TR S&P KENSHO NEW 78468R648 875 14801 SH SOLE 0 0 14801 TRUIST FINL CORP COM 89832Q109 691 11800 SH SOLE 0 0 11800 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 8303 97981 SH SOLE 0 0 97981 VANGUARD INDEX FDS GROWTH ETF 922908736 294 914 SH SOLE 0 0 914 VANGUARD INDEX FDS SM CP VAL ETF 922908611 565 3172 SH SOLE 0 0 3172 VANGUARD INDEX FDS SML CP GRW ETF 922908595 3140 11132 SH SOLE 0 0 11132 VANGUARD INDEX FDS VALUE ETF 922908744 254 1721 SH SOLE 0 0 1721 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6962 85825 SH SOLE 0 0 85825 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7336 42663 SH SOLE 0 0 42663 VANGUARD STAR FDS VG TL INTL STK F 921909768 6036 94922 SH SOLE 0 0 94922 VISA INC COM CL A 92826C839 204 939 SH SOLE 0 0 939 WORLD GOLD TR SPDR GLD MINIS 98149E204 2093 116159 SH SOLE 0 0 116159