Forum Financial Management, LP Q1 2023 Filing
Filed April 19, 2023
Portfolio Value
$3.5B
Holdings
620
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (620 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $867.6T |
TLHISHARES TR | $653.1T |
DFATDIMENSIONAL ETF TRUST | $272.3T |
DFICDIMENSIONAL ETF TRUST | $210.7T |
DFEMDIMENSIONAL ETF TRUST | $145.9T |
DFGRDIMENSIONAL ETF TRUST | $110.3T |
AMGNAMGEN INC | $85.0T |
DUHPDIMENSIONAL ETF TRUST | $81.0T |
DISVDIMENSIONAL ETF TRUST | $71.6T |
DIHPDIMENSIONAL ETF TRUST | $64.0T |
DFUSDIMENSIONAL ETF TRUST | $63.4T |
AAPLAPPLE INC | $53.0T |
DFUVDIMENSIONAL ETF TRUST | $50.9T |
OSBCOLD SECOND BANCORP INC ILL | $41.5T |
DFAXDIMENSIONAL ETF TRUST | $37.8T |
MUBISHARES TR | $31.1T |
CMECME GROUP INC | $30.0T |
DFCFDIMENSIONAL ETF TRUST | $22.8T |
DFARDIMENSIONAL ETF TRUST | $18.7T |
DFIVDIMENSIONAL ETF TRUST | $16.6T |
CTEFEA SERIES TRUST | $14.6T |
MSFTMICROSOFT CORP | $14.0T |
JPMJPMORGAN CHASE & CO | $11.2T |
ABBVABBVIE INC | $9.4T |
METAMETA PLATFORMS INC | $8.6T |
AMZNAMAZON COM INC | $8.5T |
DFASDIMENSIONAL ETF TRUST | $8.1T |
VBRVANGUARD INDEX FDS | $7.4T |
XOMEXXON MOBIL CORP | $7.2T |
NEMNEWMONT CORP | $7.2T |
ATVIEURACTIVISION BLIZZARD INC | $7.0T |
VNQIVANGUARD INTL EQUITY INDEX F | $5.7T |
ABTABBOTT LABS | $5.6T |
GOOGLALPHABET INC | $5.3T |
DEDEERE & CO | $5.1T |
SPYSPDR S&P 500 ETF TR | $5.0T |
IWFISHARES TR | $4.9T |
CVXCHEVRON CORP NEW | $4.9T |
AVMUAMERICAN CENTY ETF TR | $4.8T |
GOOGALPHABET INC | $4.7T |
HDHOME DEPOT INC | $4.4T |
AVUSAMERICAN CENTY ETF TR | $4.3T |
NVDANVIDIA CORPORATION | $4.3T |
JNJJOHNSON & JOHNSON | $4.0T |
SYYSYSCO CORP | $3.8T |
SUBISHARES TR | $3.8T |
IVVISHARES TR | $3.6T |
DFIPDIMENSIONAL ETF TRUST | $3.6T |
TTENTOTALENERGIES SE | $3.5T |
TSLATESLA INC | $3.4T |
UNHUNITEDHEALTH GROUP INC | $3.2T |
DFNMDIMENSIONAL ETF TRUST | $3.2T |
LLYLILLY ELI & CO | $3.1T |
COSTCOSTCO WHSL CORP NEW | $3.1T |
OUNZVANECK MERK GOLD TR | $3.1T |
MRKMERCK & CO INC | $2.9T |
DISDISNEY WALT CO | $2.9T |
PGPROCTER AND GAMBLE CO | $2.9T |
WMTWALMART INC | $2.8T |
TAT&T INC | $2.8T |
VVISA INC | $2.7T |
VTIVANGUARD INDEX FDS | $2.6T |
BACBANK AMERICA CORP | $2.6T |
AMDADVANCED MICRO DEVICES INC | $2.5T |
TMTOYOTA MOTOR CORP | $2.5T |
MCDMCDONALDS CORP | $2.4T |
KOCOCA COLA CO | $2.4T |
VEAVANGUARD TAX-MANAGED FDS | $2.4T |
IWDISHARES TR | $2.3T |
PFEPFIZER INC | $2.2T |
PEPPEPSICO INC | $2.2T |
NVSNNOVARTIS AG | $2.2T |
CSCOCISCO SYS INC | $2.1T |
CMCSACOMCAST CORP NEW | $2.1T |
CNPCENTERPOINT ENERGY INC | $2.1T |
SHVISHARES TR | $2.0T |
LMTLOCKHEED MARTIN CORP | $2.0T |
BACVERIZON COMMUNICATIONS INC | $2.0T |
CRCCANADIAN NAT RES LTD | $1.9T |
SAPSAP SE | $1.9T |
MUFGMITSUBISHI UFJ FINL GROUP IN | $1.9T |
RTXRAYTHEON TECHNOLOGIES CORP | $1.9T |
BHPBHP GROUP LTD | $1.9T |
AWMSKYWORKS SOLUTIONS INC | $1.8T |
VVVANGUARD INDEX FDS | $1.8T |
SONYSONY GROUP CORPORATION | $1.8T |
NVONOVO-NORDISK A S | $1.8T |
PLTRPALANTIR TECHNOLOGIES INC | $1.8T |
INTCINTEL CORP | $1.7T |
COPCONOCOPHILLIPS | $1.7T |
DWDMORGAN STANLEY | $1.6T |
SNYSANOFI | $1.6T |
DHRDANAHER CORPORATION | $1.6T |
SDYSPDR SER TR | $1.6T |
CRMSALESFORCE INC | $1.6T |
SHELSHELL PLC | $1.6T |
AVGOBROADCOM INC | $1.6T |
RYROYAL BK CDA SUSTAINABL | $1.6T |
WFCWELLS FARGO CO NEW | $1.5T |
AVREAMERICAN CENTY ETF TR | $1.5T |
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