Forum Financial Management, LP Q4 2022 Filing
Filed January 24, 2023
Portfolio Value
$3.0M
Holdings
594
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (594 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $789K |
TLHISHARES TR | $587K |
DFATDIMENSIONAL ETF TRUST | $255K |
DFICDIMENSIONAL ETF TRUST | $136K |
DFEMDIMENSIONAL ETF TRUST | $96K |
AMGNAMGEN INC | $92K |
DFGRDIMENSIONAL ETF TRUST | $91K |
DUHPDIMENSIONAL ETF TRUST | $61K |
DFUSDIMENSIONAL ETF TRUST | $60K |
DFUVDIMENSIONAL ETF TRUST | $51K |
OSBCOLD SECOND BANCORP INC ILL | $48K |
DISVDIMENSIONAL ETF TRUST | $46K |
DIHPDIMENSIONAL ETF TRUST | $42K |
MUBISHARES TR | $41K |
AAPLAPPLE INC | $40K |
DFAXDIMENSIONAL ETF TRUST | $35K |
CMECME GROUP INC | $26K |
DFCFDIMENSIONAL ETF TRUST | $22K |
DFARDIMENSIONAL ETF TRUST | $19K |
DFIVDIMENSIONAL ETF TRUST | $16K |
JPMJPMORGAN CHASE & CO | $12K |
MSFTMICROSOFT CORP | $12K |
ABBVABBVIE INC | $9K |
DFASDIMENSIONAL ETF TRUST | $8K |
VBRVANGUARD INDEX FDS | $7K |
XOMEXXON MOBIL CORP | $7K |
NEMNEWMONT CORP | $6K |
ATVIEURACTIVISION BLIZZARD INC | $6K |
AMZNAMAZON COM INC | $6K |
ABTABBOTT LABS | $6K |
VNQIVANGUARD INTL EQUITY INDEX F | $6K |
JNJJOHNSON & JOHNSON | $5K |
DEDEERE & CO | $5K |
CVXCHEVRON CORP NEW | $5K |
HDHOME DEPOT INC | $5K |
SPYSPDR S&P 500 ETF TR | $5K |
AVMUAMERICAN CENTY ETF TR | $5K |
IWFISHARES TR | $4K |
METAMETA PLATFORMS INC | $4K |
GOOGLALPHABET INC | $4K |
SYYSYSCO CORP | $4K |
GOOGALPHABET INC | $4K |
TTENTOTALENERGIES SE | $4K |
IVVISHARES TR | $4K |
DFNMDIMENSIONAL ETF TRUST | $3K |
LLYLILLY ELI & CO | $3K |
MRKMERCK & CO INC | $3K |
SUBISHARES TR | $3K |
DFIPDIMENSIONAL ETF TRUST | $3K |
PGPROCTER AND GAMBLE CO | $3K |
BACBANK AMERICA CORP | $3K |
OUNZVANECK MERK GOLD TR | $3K |
PFEPFIZER INC | $3K |
KOCOCA COLA CO | $3K |
WMTWALMART INC | $3K |
VVISA INC | $3K |
TAT&T INC | $3K |
VTIVANGUARD INDEX FDS | $3K |
DISDISNEY WALT CO | $3K |
COSTCOSTCO WHSL CORP NEW | $3K |
VEAVANGUARD TAX-MANAGED FDS | $2K |
IWDISHARES TR | $2K |
TMTOYOTA MOTOR CORP | $2K |
NVSNNOVARTIS AG | $2K |
PEPPEPSICO INC | $2K |
CNPCENTERPOINT ENERGY INC | $2K |
LMTLOCKHEED MARTIN CORP | $2K |
BACVERIZON COMMUNICATIONS INC | $2K |
COPCONOCOPHILLIPS | $2K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $2K |
NVDANVIDIA CORPORATION | $2K |
CSCOCISCO SYS INC | $2K |
TSLATESLA INC | $2K |
CRCCANADIAN NAT RES LTD | $2K |
RTXRAYTHEON TECHNOLOGIES CORP | $2K |
MCDMCDONALDS CORP | $2K |
CMCSACOMCAST CORP NEW | $2K |
BHPBHP GROUP LTD | $2K |
SHELSHELL PLC | $2K |
DHRDANAHER CORPORATION | $2K |
VVVANGUARD INDEX FDS | $2K |
WFCWELLS FARGO CO NEW | $2K |
SDYSPDR SER TR | $2K |
CVSCVS HEALTH CORP | $2K |
DWDMORGAN STANLEY | $2K |
SAPSAP SE | $2K |
BMYBRISTOL-MYERS SQUIBB CO | $2K |
RYROYAL BK CDA SUSTAINABL | $2K |
NVONOVO-NORDISK A S | $2K |
SONYSONY GROUP CORPORATION | $2K |
SNYSANOFI | $1K |
AMDADVANCED MICRO DEVICES INC | $1K |
AWMSKYWORKS SOLUTIONS INC | $1K |
INTCINTEL CORP | $1K |
IVEISHARES TR | $1K |
CNRCANADIAN NATL RY CO | $1K |
IVWISHARES TR | $1K |
AVDEAMERICAN CENTY ETF TR | $1K |
PLTRPALANTIR TECHNOLOGIES INC | $1K |
CICIGNA CORP NEW | $1K |
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