FP

Forum Private Client Group LLC

13F
Forum Private Client Group LLC
Last update 2025-05-01 76 Stocks (3 new)
Value $230.00 Mil Turnover 4 %
Countries:
Top Holdings: JCPB(11.58%)VYM(9.84%)DFAS(6.70%)IWY(6.28%)DFAI(6.15%)
Summary Stock Picks Current Portfolio
Forum Private Client Group LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JCPB
JPMorgan Core Plus Bond ETF
567,356
26,688.4
+5.23%
11.580
+0.58%
0.420
+0.22%
+3.84%
6,799.8
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
175,834
22,675.5
+2.74%
9.840
+0.26%
0.040
+10.16%
+7.86%
58,243.4
 
DFAS
Dimensional U.S. Small Cap ETF
258,333
15,435.4
+4.27%
6.700
+0.27%
0.160
+16.49%
+1.71%
10,558.0
 
IWY
iShares Russell Top 200 Growth ETF
68,547
14,459.3
+1.98%
6.280
+0.12%
0.120
+22.77%
+5.79%
14,044.9
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
453,865
14,174.2
+7.25%
6.150
+0.42%
0.150
+14.36%
+20.76%
10,541.8
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
301,504
13,893.3
+4.04%
6.030
+0.23%
0.040
+0.39%
+3.69%
32,811.1
 
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
164,117
11,457.0
+0.48%
4.970
+0.02%
0.030
+14.87%
+19.44%
46,394.1
 
IVV
iShares Core S&P 500 ETF
15,865
8,914.7
+2.99%
3.870
+0.11%
0.000
+16.68%
+7.37%
623,772.3
 
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
155,097
7,753.3
-13.05%
3.370
-0.52%
0.110
+1.57%
+2.34%
10,442.4
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
152,579
7,448.9
+32.18%
3.230
+0.79%
0.010
+1.40%
+1.93%
65,015.2
 

Forum Private Client Group LLC's Historical Top Holdings Breakdowns

Forum Private Client Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Add
Add
+0.79%
●
48.33 ($48.9) 49.5
$49.37
0.96%
Add 32.18%
152,579
37,146
JCPB
JPMorgan Core Plus Bond ETF
2025-03-31
Add
Add
+0.58%
●
45.56 ($46.5) 47.23
$46.67
0.37%
Add 5.23%
567,356
28,182
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2025-03-31
Reduce
Reduce
-0.52%
●
49.42 ($49.98) 50.43
$51.09
2.22%
Reduce -13.05%
155,097
-23,276
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+0.42%
●
28.88 ($30.87) 32.4
$34.70
12.41%
Add 7.25%
453,865
30,692
DFGR
Dimensional Global Real Estate ETF
2025-03-31
Add
Add
+0.36%
●
24.73 ($26.06) 26.89
$27.06
3.84%
Add 27.86%
143,275
31,218
DFAS
Dimensional U.S. Small Cap ETF
2025-03-31
Add
Add
+0.27%
●
58.81 ($64.31) 68.2
$65.87
2.43%
Add 4.27%
258,333
10,589
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2025-03-31
Add
Add
+0.26%
●
126.11 ($130.91) 135.06
$135.81
3.74%
Add 2.74%
175,834
4,684
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Add
Add
+0.23%
●
44.72 ($45.57) 46.25
$45.90
0.72%
Add 4.04%
301,504
11,720
FBND
Fidelity Total Bond ETF
2025-03-31
New Buy
New Buy
+0.22%
●
44.41 ($45.29) 45.98
$45.63
0.75%
New holding
11,180
11,180
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.17%
●
76.94 ($77.63) 78.28
$78.24
0.79%
Add 8.74%
61,967
4,980

Forum Private Client Group LLC Total Holding History ($B)

To

Forum Private Client Group LLC's Asset Allocation

To

Forum Private Client Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Forum Private Client Group LLC's Hypothetical Growth since 2025-03-31

Forum Private Client Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Forum Private Client Group LLC's Holdings Heat Map

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Forum Private Client Group LLC's Holdings Bubble Chart

Forum Private Client Group LLC News

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