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Home > Institutional Investor > Forum Financial Management, Lp > 13F Holdings

Instuitional Investor - Forum Financial Management, Lp

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 37,575,502 $1,299,736,615 21.53%
2.
Ishares Tr - 10-20 YR TRS ETF
 7,518,329 $748,374,506 12.39%
3.
Dimensional Etf Trust
 8,944,962 $497,876,577 8.24%
4.
Dimensional Etf Trust
 16,327,878 $427,627,130 7.08%
5.
Dimensional Etf Trust
 16,351,244 $422,597,915 7%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)