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
+1.84%
+3.48%
6,776.5
 
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
+18.15%
+6.98%
58,430.7
 
DFAS
Dimensional U.S. Small Cap ETF
258,333
15,435.4
+4.27%
6.700
+0.27%
0.160
+25.40%
+1.01%
10,485.9
 
IWY
iShares Russell Top 200 Growth ETF
68,547
14,459.3
+1.98%
6.280
+0.12%
0.120
+31.63%
+5.02%
13,943.1
 
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
+24.92%
+20.24%
10,496.3
 
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
+1.83%
+3.31%
32,689.6
 
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
+25.97%
+18.79%
46,143.7
 
IVV
iShares Core S&P 500 ETF
15,865
8,914.7
+2.99%
3.870
+0.11%
0.000
+25.36%
+6.55%
618,966.2
 
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
155,097
7,753.3
-13.05%
3.370
-0.52%
0.110
+1.51%
+2.06%
10,413.8
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
152,579
7,448.9
+32.18%
3.230
+0.79%
0.010
+1.11%
+1.56%
65,877.5
 

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
$49.19
0.59%
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
$46.51
0.02%
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
$50.95
1.94%
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
$34.55
11.92%
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
$26.77
2.72%
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
$65.42
1.73%
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
$134.71
2.90%
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
$45.73
0.35%
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
$45.41
0.26%
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
$78.16
0.68%
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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