Instuitional Investor - Forum Private Client Group Llc
Fund Profile
Filing Period:
| Fund Name: | Forum Private Client Group Llc |
| Portfolio Value | $191,535,337 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Whitehall Funds | 157,554 | $17,587,774 | 9.18% | |
| 2. | J P Morgan Exchange Traded F | 349,462 | $16,454,434 | 8.59% | |
| 3. | Ishares Tr | 69,308 | $12,144,214 | 6.34% | |
| 4. | Ishares Tr | 242,728 | $12,087,859 | 6.31% | |
| 5. | Dimensional Etf Trust | 198,298 | $11,822,511 | 6.17% |
