Forum Financial Management, LP Q1 2024 Filing
Filed May 9, 2024
Portfolio Value
$5.6M
Holdings
741
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (741 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $1.1M |
TLHISHARES TR | $746K |
DFATDIMENSIONAL ETF TRUST | $495K |
DFICDIMENSIONAL ETF TRUST | $427K |
DFEMDIMENSIONAL ETF TRUST | $403K |
DFGRDIMENSIONAL ETF TRUST | $360K |
DFGPDIMENSIONAL ETF TRUST | $266K |
DUHPDIMENSIONAL ETF TRUST | $224K |
DISVDIMENSIONAL ETF TRUST | $177K |
DIHPDIMENSIONAL ETF TRUST | $164K |
AMGNAMGEN INC | $100K |
DFUSDIMENSIONAL ETF TRUST | $77K |
DFUVDIMENSIONAL ETF TRUST | $57K |
AAPLAPPLE INC | $53K |
MUBISHARES TR | $47K |
DFAXDIMENSIONAL ETF TRUST | $40K |
OSBCOLD SECOND BANCORP INC ILL | $38K |
MSFTMICROSOFT CORP | $20K |
METAMETA PLATFORMS INC | $20K |
DFISDIMENSIONAL ETF TRUST | $20K |
HYDVANECK ETF TRUST | $20K |
AMZNAMAZON COM INC | $18K |
CMECME GROUP INC | $17K |
JPMJPMORGAN CHASE & CO | $17K |
DFIVDIMENSIONAL ETF TRUST | $17K |
SCHFSCHWAB STRATEGIC TR | $16K |
CTEFEA SERIES TRUST | $16K |
DFCFDIMENSIONAL ETF TRUST | $16K |
DFSUDIMENSIONAL ETF TRUST | $13K |
SPYVSPDR SER TR | $13K |
GOOGALPHABET INC | $12K |
ABBVABBVIE INC | $11K |
GOOGLALPHABET INC | $11K |
PLTRPALANTIR TECHNOLOGIES INC | $11K |
DFSEDIMENSIONAL ETF TRUST | $11K |
DFARDIMENSIONAL ETF TRUST | $9K |
IGIBISHARES TR | $9K |
DFSIDIMENSIONAL ETF TRUST | $9K |
DFASDIMENSIONAL ETF TRUST | $8K |
XOMEXXON MOBIL CORP | $8K |
SPMBSPDR SER TR | $8K |
ABTABBOTT LABS | $7K |
VWOVANGUARD INTL EQUITY INDEX F | $7K |
IWFISHARES TR | $6K |
HDHOME DEPOT INC | $6K |
IJRISHARES TR | $6K |
AVUSAMERICAN CENTY ETF TR | $5K |
DEDEERE & CO | $5K |
CVXCHEVRON CORP NEW | $5K |
VTIVANGUARD INDEX FDS | $5K |
AMDADVANCED MICRO DEVICES INC | $5K |
AVMUAMERICAN CENTY ETF TR | $4K |
SPTLSPDR SER TR | $4K |
WMTWALMART INC | $4K |
TMTOYOTA MOTOR CORP | $4K |
TTENTOTALENERGIES SE | $4K |
VGLTVANGUARD SCOTTSDALE FDS | $4K |
SYYSYSCO CORP | $4K |
TSLATESLA INC | $4K |
SCHHSCHWAB STRATEGIC TR | $4K |
MRKMERCK & CO INC | $4K |
JNJJOHNSON & JOHNSON | $4K |
XTISHARES TR | $4K |
DFIPDIMENSIONAL ETF TRUST | $4K |
BACBANK AMERICA CORP | $4K |
KOMPSPDR SER TR | $4K |
SHVISHARES TR | $4K |
VVISA INC | $3K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $3K |
OUNZVANECK MERK GOLD TR | $3K |
UNHUNITEDHEALTH GROUP INC | $3K |
PGPROCTER AND GAMBLE CO | $3K |
VEAVANGUARD TAX-MANAGED FDS | $3K |
SAPSAP SE | $3K |
NVONOVO-NORDISK A S | $3K |
WFCWELLS FARGO CO NEW | $3K |
VOOVANGUARD INDEX FDS | $3K |
DISDISNEY WALT CO | $3K |
VBRVANGUARD INDEX FDS | $3K |
INTCINTEL CORP | $3K |
IWDISHARES TR | $3K |
CRCCANADIAN NAT RES LTD | $3K |
SPTISPDR SER TR | $3K |
MCDMCDONALDS CORP | $3K |
IAGGISHARES TR | $3K |
COPCONOCOPHILLIPS | $3K |
CMCSACOMCAST CORP NEW | $3K |
CRMSALESFORCE INC | $2K |
NEMNEWMONT CORP | $2K |
NVSNNOVARTIS AG | $2K |
SMFGSUMITOMO MITSUI FINL GROUP I | $2K |
CATCATERPILLAR INC | $2K |
VVVANGUARD INDEX FDS | $2K |
KOCOCA COLA CO | $2K |
SHELSHELL PLC | $2K |
GEGENERAL ELECTRIC CO | $2K |
OVVOVINTIV INC | $2K |
TBILRBB FD INC | $2K |
TAT&T INC | $2K |
LMTLOCKHEED MARTIN CORP | $2K |
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