0001085146-22-003122.txt : 20220815 0001085146-22-003122.hdr.sgml : 20220815 20220815162246 ACCESSION NUMBER: 0001085146-22-003122 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221165946 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 06-30-2022 06-30-2022 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 08-15-2022 0 28 69769 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 307 2900 SH SOLE 0 0 2900 APPLE INC COM 037833100 3576 26165 SH SOLE 0 0 26165 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 4199 90555 SH SOLE 0 0 90555 GENERAL DYNAMICS CORP COM 369550108 1382 6251 SH SOLE 0 0 6251 ISHARES INC CORE MSCI EMKT 46434G103 2740 55730 SH SOLE 0 0 55730 ISHARES TR CORE DIV GRWTH 46434V621 394 8253 SH SOLE 0 0 8253 ISHARES TR CORE S&P500 ETF 464287200 7645 20135 SH SOLE 0 0 20135 ISHARES TR CORE US AGGBD ET 464287226 5081 49875 SH SOLE 0 0 49875 ISHARES TR MSCI EMG MKT ETF 464287234 984 24630 SH SOLE 0 0 24630 ISHARES TR S&P SML 600 GWT 464287887 2457 23232 SH SOLE 0 0 23232 ISHARES TR SP SMCP600VL ETF 464287879 4976 55983 SH SOLE 0 0 55983 ISHARES TR TIPS BD ETF 464287176 1554 13674 SH SOLE 0 0 13674 ISHARES TR U.S. UTILITS ETF 464287697 272 3194 SH SOLE 0 0 3194 MICROSOFT CORP COM 594918104 466 1809 SH SOLE 0 0 1809 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4923 79109 SH SOLE 0 0 79109 SELECT SECTOR SPDR TR ENERGY 81369Y506 1923 26898 SH SOLE 0 0 26898 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 425 3308 SH SOLE 0 0 3308 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3094 24397 SH SOLE 0 0 24397 SOUTHERN CO COM 842587107 250 3498 SH SOLE 0 0 3498 SPDR S&P 500 ETF TR TR UNIT 78462F103 2514 6670 SH SOLE 0 0 6670 SPDR SER TR S&P 600 SMCP GRW 78464A201 4707 66910 SH SOLE 0 0 66910 SPDR SER TR S&P DIVID ETF 78464A763 1380 11652 SH SOLE 0 0 11652 TRUIST FINL CORP COM 89832Q109 560 11800 SH SOLE 0 0 11800 VANGUARD INDEX FDS GROWTH ETF 922908736 204 914 SH SOLE 0 0 914 VANGUARD INDEX FDS SM CP VAL ETF 922908611 516 3470 SH SOLE 0 0 3470 VANGUARD INDEX FDS VALUE ETF 922908744 2793 21204 SH SOLE 0 0 21204 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5223 36493 SH SOLE 0 0 36493 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 5224 127975 SH SOLE 0 0 127975