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Home > Institutional Investor > Forum Financial Management, Lp > 13F Holdings

Instuitional Investor - Forum Financial Management, Lp

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 37,796,124 $1,246,894,138 20.64%
2.
Ishares Tr - 10-20 YR TRS ETF
 7,653,072 $794,006,186 13.14%
3.
Dimensional Etf Trust
 8,877,036 $457,078,593 7.57%
4.
Dimensional Etf Trust
 16,228,081 $450,653,815 7.46%
5.
Dimensional Etf Trust
 16,581,359 $438,742,753 7.26%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)