| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD WHITEHALL FDS HIGH DIV YLD | 9 | Q2 2024 | 10.4% |
| ISHARES TR | 9 | Q2 2024 | 8.3% |
| ISHARES TR CORE TOTAL USD | 9 | Q2 2024 | 5.9% |
| ISHARES TR | 9 | Q2 2024 | 6.9% |
| ISHARES TR RUS TP200 GR ETF | 9 | Q2 2024 | 7.1% |
| DIMENSIONAL ETF TRUST US SMALL CAP ETF | 9 | Q2 2024 | 6.6% |
| ISHARES TR CORE MSCI TOTAL | 9 | Q2 2024 | 4.9% |
| VANGUARD SPECIALIZED FUNDS DIV APP ETF | 9 | Q2 2024 | 5.1% |
| ISHARES TR MSCI USA MIN VOL | 9 | Q2 2024 | 6.5% |
| DIMENSIONAL ETF TRUST INTL CORE EQT MK | 9 | Q2 2024 | 5.4% |
View Forum Private Client Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| N-PX | 2024-08-12 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-05 |
View Forum Private Client Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.