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Home > Institutional Investor > Forum Private Client Group Llc > Profile

Instuitional Investor - Forum Private Client Group Llc

Fund Profile
Filing Period:
Fund Name: Forum Private Client Group Llc
Portfolio Value $335,957,097
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Whitehall Funds
 VYM 230,745 $36,464,570 10.85%
2.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
 714,849 $33,555,016 9.99%
3.
Dimensional Etf Trust
 DFAC 702,969 $28,997,456 8.63%
4.
Ishares Tr - RUS TP200 GR ETF
 90,802 $26,388,806 7.85%
5.
Dimensional Etf Trust
 DFAC 298,118 $24,547,015 7.31%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.