Instuitional Investor - Forum Private Client Group Llc
Fund Profile
Filing Period:
| Fund Name: | Forum Private Client Group Llc |
| Portfolio Value | $224,605,654 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F | 539,174 | $24,839,756 | 11.05% | |
| 2. | Vanguard Whitehall Funds | 171,150 | $21,782,867 | 9.69% | |
| 3. | Dimensional Etf Trust | 247,744 | $16,123,205 | 7.17% | |
| 4. | Ishares Tr | 67,219 | $15,814,674 | 7.04% | |
| 5. | Ishares Tr | 289,784 | $13,098,238 | 5.83% |
