Instuitional Investor - Forum Private Client Group Llc
Fund Profile
Filing Period:
| Fund Name: | Forum Private Client Group Llc |
| Portfolio Value | $300,069,390 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Whitehall Funds | 225,753 | $33,443,347 | 11.15% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 678,514 | $31,971,640 | 10.65% | |
| 3. | Dimensional Etf Trust | 637,783 | $24,890,117 | 8.29% | |
| 4. | Ishares Tr - RUS TP200 GR ETF | 87,781 | $21,862,860 | 7.29% | |
| 5. | Dimensional Etf Trust | 295,456 | $21,018,976 | 7% |
Hedge Fund Resource Center 
