Instuitional Investor - Forum Private Client Group Llc
Fund Profile
Filing Period:
| Fund Name: | Forum Private Client Group Llc |
| Portfolio Value | $230,389,806 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 567,356 | $26,688,421 | 11.58% | |
| 2. | Vanguard Whitehall Funds | 175,834 | $22,675,538 | 9.84% | |
| 3. | Dimensional Etf Trust | 258,333 | $15,435,397 | 6.7% | |
| 4. | Ishares Tr - RUS TP200 GR ETF | 68,547 | $14,459,250 | 6.28% | |
| 5. | Dimensional Etf Trust | 453,865 | $14,174,217 | 6.15% |
