Forum Financial Management, LP Q3 2022 Filing
Filed November 7, 2022
Portfolio Value
$2.1B
Holdings
543
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (543 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $701.9M |
VGLTVANGUARD SCOTTSDALE FDS | $247.8M |
DFATDIMENSIONAL ETF TRUST | $221.1M |
AMGNAMGEN INC | $106.7M |
DFUSDIMENSIONAL ETF TRUST | $51.8M |
DFICDIMENSIONAL ETF TRUST | $46.0M |
AAPLAPPLE INC | $41.9M |
OSBCOLD SECOND BANCORP INC ILL | $41.4M |
DFUVDIMENSIONAL ETF TRUST | $40.7M |
DFAXDIMENSIONAL ETF TRUST | $29.0M |
DFEMDIMENSIONAL ETF TRUST | $28.3M |
CMECME GROUP INC | $27.8M |
MUBISHARES TR | $19.9M |
DUHPDIMENSIONAL ETF TRUST | $12.9M |
MSFTMICROSOFT CORP | $11.6M |
DFIVDIMENSIONAL ETF TRUST | $11.4M |
DISVDIMENSIONAL ETF TRUST | $11.4M |
DIHPDIMENSIONAL ETF TRUST | $10.7M |
DFCFDIMENSIONAL ETF TRUST | $9.5M |
JPMJPMORGAN CHASE & CO | $8.9M |
ABBVABBVIE INC | $7.9M |
AMZNAMAZON COM INC | $7.6M |
VBRVANGUARD INDEX FDS | $6.7M |
TLTISHARES TR | $6.5M |
DFARDIMENSIONAL ETF TRUST | $6.4M |
ATVIEURACTIVISION BLIZZARD INC | $6.1M |
METAMETA PLATFORMS INC | $5.9M |
ABTABBOTT LABS | $5.3M |
XOMEXXON MOBIL CORP | $5.3M |
NEMNEWMONT CORP | $5.1M |
DFASDIMENSIONAL ETF TRUST | $5.1M |
JNJJOHNSON & JOHNSON | $4.8M |
SPYSPDR S&P 500 ETF TR | $4.5M |
GOOGLALPHABET INC | $4.3M |
DEDEERE & CO | $4.2M |
CVXCHEVRON CORP NEW | $4.2M |
TSLATESLA INC | $4.1M |
GOOGALPHABET INC | $3.8M |
IVVISHARES TR | $3.6M |
SYYSYSCO CORP | $3.6M |
UNHUNITEDHEALTH GROUP INC | $3.4M |
IWFISHARES TR | $3.4M |
SUBISHARES TR | $3.2M |
LLYLILLY ELI & CO | $2.8M |
TTENTOTALENERGIES SE | $2.7M |
DISDISNEY WALT CO | $2.7M |
COSTCOSTCO WHSL CORP NEW | $2.6M |
BACBK OF AMERICA CORP | $2.6M |
DFIPDIMENSIONAL ETF TRUST | $2.6M |
PGPROCTER AND GAMBLE CO | $2.6M |
OUNZVANECK MERK GOLD TR | $2.6M |
PFEPFIZER INC | $2.5M |
WMTWALMART INC | $2.5M |
MRKMERCK & CO INC | $2.4M |
VVISA INC | $2.3M |
VTIVANGUARD INDEX FDS | $2.3M |
TMTOYOTA MOTOR CORP | $2.3M |
HDHOME DEPOT INC | $2.1M |
TAT&T INC | $2.1M |
BACVERIZON COMMUNICATIONS INC | $2.0M |
KOCOCA COLA CO | $2.0M |
NVSNNOVARTIS AG | $1.9M |
IWDISHARES TR | $1.8M |
COPCONOCOPHILLIPS | $1.8M |
PLTRPALANTIR TECHNOLOGIES INC | $1.7M |
PEPPEPSICO INC | $1.7M |
CSCOCISCO SYS INC | $1.7M |
CVSCVS HEALTH CORP | $1.6M |
DHRDANAHER CORPORATION | $1.6M |
WFCWELLS FARGO CO NEW | $1.6M |
CRCCANADIAN NAT RES LTD | $1.6M |
MCDMCDONALDS CORP | $1.6M |
NVDANVIDIA CORPORATION | $1.6M |
VVVANGUARD INDEX FDS | $1.6M |
SHELSHELL PLC | $1.6M |
LMTLOCKHEED MARTIN CORP | $1.5M |
RTXRAYTHEON TECHNOLOGIES CORP | $1.5M |
INTCINTEL CORP | $1.5M |
VEAVANGUARD TAX-MANAGED FDS | $1.5M |
BMYBRISTOL-MYERS SQUIBB CO | $1.5M |
DWDMORGAN STANLEY | $1.5M |
RYROYAL BK CDA | $1.5M |
BHPBHP GROUP LTD | $1.5M |
MUFGMITSUBISHI UFJ FINL GROUP IN | $1.3M |
AWMSKYWORKS SOLUTIONS INC | $1.3M |
IVWISHARES TR | $1.3M |
SONYSONY GROUP CORPORATION | $1.3M |
CMCSACOMCAST CORP NEW | $1.3M |
CNRCANADIAN NATL RY CO | $1.3M |
IVEISHARES TR | $1.3M |
—DANIMER SCIENTIFIC INC | $1.3M |
QCOMQUALCOMM INC | $1.3M |
ELVELEVANCE HEALTH INC | $1.2M |
SAPSAP SE | $1.2M |
SCHOSCHWAB STRATEGIC TR | $1.2M |
WTMWHITE MTNS INS GROUP LTD | $1.2M |
ALSALLSTATE CORP | $1.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.1M |
SNYSANOFI | $1.1M |
NVONOVO-NORDISK A S | $1.1M |
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