75. Forbes Family Trust

Rank: 75
Location: Philadelphia, PA
Total Assets: $3,654,702,848
ETF Assets: $753,434,944
Website: www.forbesfamilytrust.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 39
Total Value of All ETF Holdings: $753,434,944
Number of Issuers: 8
Number of Sectors: 17
  • Top 5 ETF Holdings
    1. ACWI: $106,683,893
    2. IWV: $90,224,562
    3. SPY: $89,404,845
    4. VTV: $72,876,369
    5. SCHB: $69,323,171
  • Top 5 ETF Sectors
    1. Large Cap Blend Equities
    2. Large Cap Growth Equities
    3. Foreign Large Cap Equities
    4. Mid Cap Growth Equities
    5. Government Bonds
  • Top 5 ETF Issuers
    1. iShares
    2. Vanguard
    3. Schwab
    4. State Street SPDR
    5. First Trust

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.forbesfamilytrust.com 2023 Top 100 ETF Power Users