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 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 81369Y803 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