Instuitional Investor - Forum Private Client Group Llc
Fund Profile
Filing Period:
| Fund Name: | Forum Private Client Group Llc |
| Portfolio Value | $293,428,363 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Whitehall Funds | 221,838 | $31,838,135 | 10.85% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 641,397 | $30,370,165 | 10.35% | |
| 3. | Ishares Tr - RUS TP200 GR ETF | 83,505 | $23,125,886 | 7.88% | |
| 4. | Dimensional Etf Trust | 575,380 | $21,927,732 | 7.47% | |
| 5. | Dimensional Etf Trust | 288,650 | $20,110,265 | 6.85% |
Hedge Fund Resource Center 
