Instuitional Investor - Forum Private Client Group Llc
Fund Profile
Filing Period:
| Fund Name: | Forum Private Client Group Llc |
| Portfolio Value | $259,466,108 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 595,658 | $28,031,667 | 10.8% | |
| 2. | Vanguard Whitehall Funds | 194,171 | $25,884,969 | 9.98% | |
| 3. | Ishares Tr - RUS TP200 GR ETF | 79,080 | $19,493,999 | 7.51% | |
| 4. | Dimensional Etf Trust | 274,017 | $17,457,634 | 6.73% | |
| 5. | Dimensional Etf Trust | 491,125 | $16,978,206 | 6.54% |
