Forum Financial Management, LP Q1 2023 Filing
Filed April 19, 2023
Portfolio Value
$3.5M
Holdings
620
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (620 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $868K |
TLHISHARES TR | $653K |
DFATDIMENSIONAL ETF TRUST | $272K |
DFICDIMENSIONAL ETF TRUST | $211K |
DFEMDIMENSIONAL ETF TRUST | $146K |
DFGRDIMENSIONAL ETF TRUST | $110K |
AMGNAMGEN INC | $85K |
DUHPDIMENSIONAL ETF TRUST | $81K |
DISVDIMENSIONAL ETF TRUST | $72K |
DIHPDIMENSIONAL ETF TRUST | $64K |
DFUSDIMENSIONAL ETF TRUST | $63K |
AAPLAPPLE INC | $53K |
DFUVDIMENSIONAL ETF TRUST | $51K |
OSBCOLD SECOND BANCORP INC ILL | $41K |
DFAXDIMENSIONAL ETF TRUST | $38K |
MUBISHARES TR | $31K |
CMECME GROUP INC | $30K |
DFCFDIMENSIONAL ETF TRUST | $23K |
DFARDIMENSIONAL ETF TRUST | $19K |
DFIVDIMENSIONAL ETF TRUST | $17K |
CTEFEA SERIES TRUST | $15K |
MSFTMICROSOFT CORP | $14K |
JPMJPMORGAN CHASE & CO | $11K |
ABBVABBVIE INC | $9K |
METAMETA PLATFORMS INC | $9K |
AMZNAMAZON COM INC | $9K |
DFASDIMENSIONAL ETF TRUST | $8K |
VBRVANGUARD INDEX FDS | $7K |
XOMEXXON MOBIL CORP | $7K |
NEMNEWMONT CORP | $7K |
ATVIEURACTIVISION BLIZZARD INC | $7K |
VNQIVANGUARD INTL EQUITY INDEX F | $6K |
ABTABBOTT LABS | $6K |
GOOGLALPHABET INC | $5K |
DEDEERE & CO | $5K |
SPYSPDR S&P 500 ETF TR | $5K |
IWFISHARES TR | $5K |
CVXCHEVRON CORP NEW | $5K |
AVMUAMERICAN CENTY ETF TR | $5K |
GOOGALPHABET INC | $5K |
HDHOME DEPOT INC | $4K |
AVUSAMERICAN CENTY ETF TR | $4K |
NVDANVIDIA CORPORATION | $4K |
JNJJOHNSON & JOHNSON | $4K |
SYYSYSCO CORP | $4K |
SUBISHARES TR | $4K |
IVVISHARES TR | $4K |
DFIPDIMENSIONAL ETF TRUST | $4K |
TTENTOTALENERGIES SE | $3K |
TSLATESLA INC | $3K |
DFNMDIMENSIONAL ETF TRUST | $3K |
UNHUNITEDHEALTH GROUP INC | $3K |
MRKMERCK & CO INC | $3K |
LLYLILLY ELI & CO | $3K |
COSTCOSTCO WHSL CORP NEW | $3K |
OUNZVANECK MERK GOLD TR | $3K |
DISDISNEY WALT CO | $3K |
PGPROCTER AND GAMBLE CO | $3K |
WMTWALMART INC | $3K |
TAT&T INC | $3K |
VVISA INC | $3K |
BACBANK AMERICA CORP | $3K |
VTIVANGUARD INDEX FDS | $3K |
KOCOCA COLA CO | $3K |
AMDADVANCED MICRO DEVICES INC | $3K |
TMTOYOTA MOTOR CORP | $2K |
MCDMCDONALDS CORP | $2K |
VEAVANGUARD TAX-MANAGED FDS | $2K |
PEPPEPSICO INC | $2K |
IWDISHARES TR | $2K |
PFEPFIZER INC | $2K |
NVSNNOVARTIS AG | $2K |
CSCOCISCO SYS INC | $2K |
CMCSACOMCAST CORP NEW | $2K |
CNPCENTERPOINT ENERGY INC | $2K |
SHVISHARES TR | $2K |
LMTLOCKHEED MARTIN CORP | $2K |
BACVERIZON COMMUNICATIONS INC | $2K |
CRCCANADIAN NAT RES LTD | $2K |
SAPSAP SE | $2K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $2K |
RTXRAYTHEON TECHNOLOGIES CORP | $2K |
BHPBHP GROUP LTD | $2K |
AWMSKYWORKS SOLUTIONS INC | $2K |
VVVANGUARD INDEX FDS | $2K |
SONYSONY GROUP CORPORATION | $2K |
NVONOVO-NORDISK A S | $2K |
PLTRPALANTIR TECHNOLOGIES INC | $2K |
INTCINTEL CORP | $2K |
COPCONOCOPHILLIPS | $2K |
DWDMORGAN STANLEY | $2K |
SNYSANOFI | $2K |
DHRDANAHER CORPORATION | $2K |
SDYSPDR SER TR | $2K |
CRMSALESFORCE INC | $2K |
SHELSHELL PLC | $2K |
RYROYAL BK CDA SUSTAINABL | $2K |
WFCWELLS FARGO CO NEW | $2K |
AVREAMERICAN CENTY ETF TR | $2K |
—DANIMER SCIENTIFIC INC | $1K |
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