Forum Financial Management, LP Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$5.9B
Holdings
890
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (890 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $1.3B |
TLHISHARES TR | $733.9M |
DFATDIMENSIONAL ETF TRUST | $490.4M |
DFEMDIMENSIONAL ETF TRUST | $420.0M |
DFICDIMENSIONAL ETF TRUST | $413.0M |
DFGRDIMENSIONAL ETF TRUST | $351.0M |
DFGPDIMENSIONAL ETF TRUST | $278.4M |
DUHPDIMENSIONAL ETF TRUST | $228.2M |
DISVDIMENSIONAL ETF TRUST | $167.0M |
DIHPDIMENSIONAL ETF TRUST | $154.3M |
AMGNAMGEN INC | $91.9M |
DFUSDIMENSIONAL ETF TRUST | $79.4M |
AAPLAPPLE INC | $78.2M |
DFUVDIMENSIONAL ETF TRUST | $53.4M |
PLTRPALANTIR TECHNOLOGIES INC | $38.6M |
MSFTMICROSOFT CORP | $33.6M |
DFAXDIMENSIONAL ETF TRUST | $29.9M |
DFISDIMENSIONAL ETF TRUST | $28.7M |
HYDVANECK ETF TRUST | $28.0M |
NVDANVIDIA CORPORATION | $25.5M |
AMZNAMAZON COM INC | $25.4M |
METAMETA PLATFORMS INC | $23.0M |
JPMJPMORGAN CHASE & CO. | $19.9M |
MUBISHARES TR | $17.2M |
DFIVDIMENSIONAL ETF TRUST | $17.0M |
DFSUDIMENSIONAL ETF TRUST | $15.1M |
GOOGLALPHABET INC | $15.0M |
CTEFEA SERIES TRUST | $14.4M |
GOOGALPHABET INC | $13.0M |
DFSEDIMENSIONAL ETF TRUST | $12.9M |
VGSRMANAGER DIRECTED PORTFOLIOS | $11.7M |
TSLATESLA INC | $11.2M |
CBOECBOE GLOBAL MKTS INC | $11.0M |
ABBVABBVIE INC | $10.4M |
DFSIDIMENSIONAL ETF TRUST | $9.9M |
DFASDIMENSIONAL ETF TRUST | $9.7M |
SPYSPDR S&P 500 ETF TR | $9.5M |
DFARDIMENSIONAL ETF TRUST | $9.4M |
XOMEXXON MOBIL CORP | $9.4M |
IWFISHARES TR | $7.3M |
AVGOBROADCOM INC | $7.2M |
WMTWALMART INC | $6.8M |
LLYELI LILLY & CO | $6.7M |
VTEBVANGUARD MUN BD FDS | $6.6M |
—ABBOTT LABS | $6.6M |
VTIVANGUARD INDEX FDS | $6.2M |
VGLTVANGUARD SCOTTSDALE FDS | $6.0M |
HDHOME DEPOT INC | $6.0M |
CVXCHEVRON CORP NEW | $5.3M |
IVVISHARES TR | $5.0M |
JNJJOHNSON & JOHNSON | $4.7M |
BACBANK AMERICA CORP | $4.6M |
VOOVANGUARD INDEX FDS | $4.5M |
COSTCOSTCO WHSL CORP NEW | $4.5M |
TTENTOTALENERGIES SE | $4.5M |
TMTOYOTA MOTOR CORP | $4.4M |
SAPSAP SE | $4.4M |
OSBCOLD SECOND BANCORP INC ILL | $4.3M |
UNHUNITEDHEALTH GROUP INC | $4.3M |
MUFGMITSUBISHI UFJ FINL GROUP IN | $4.2M |
PGPROCTER AND GAMBLE CO | $4.1M |
TBILRBB FD INC | $4.1M |
OUNZVANECK MERK GOLD ETF | $4.1M |
WFCWELLS FARGO CO NEW | $3.9M |
SYYSYSCO CORP | $3.7M |
BHPBHP GROUP LTD | $3.7M |
DISDISNEY WALT CO | $3.6M |
TAT&T INC | $3.6M |
CRMSALESFORCE INC | $3.5M |
SHVISHARES TR | $3.4M |
VEAVANGUARD TAX-MANAGED FDS | $3.3M |
SNYSANOFI | $3.2M |
SMFGSUMITOMO MITSUI FINL GROUP I | $3.2M |
MRKMERCK & CO INC | $3.2M |
VVISA INC | $3.2M |
MARMARRIOTT INTL INC NEW | $3.1M |
BACVERIZON COMMUNICATIONS INC | $3.0M |
VBRVANGUARD INDEX FDS | $3.0M |
KOCOCA COLA CO | $2.9M |
MCDMCDONALDS CORP | $2.9M |
VUGVANGUARD INDEX FDS | $2.9M |
IWDISHARES TR | $2.8M |
NDQINVESCO QQQ TR | $2.7M |
GSGOLDMAN SACHS GROUP INC | $2.7M |
WTMWHITE MTNS INS GROUP LTD | $2.7M |
DWDMORGAN STANLEY | $2.6M |
NFLXNETFLIX INC | $2.6M |
MUMICRON TECHNOLOGY INC | $2.6M |
DFIPDIMENSIONAL ETF TRUST | $2.6M |
PFEPFIZER INC | $2.6M |
SHELSHELL PLC | $2.6M |
CATCATERPILLAR INC | $2.6M |
ETENERGY TRANSFER L P | $2.5M |
SONYSONY GROUP CORP | $2.4M |
CSCOCISCO SYS INC | $2.4M |
AMDADVANCED MICRO DEVICES INC | $2.4M |
NVSNNOVARTIS AG | $2.4M |
XLKSELECT SECTOR SPDR TR | $2.4M |
ORCLORACLE CORP | $2.3M |
COPCONOCOPHILLIPS | $2.3M |
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