IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Forum Private Client Group LLC

Q1 2022 Holdings

Filed 2022-08-05 | 64 holdings | $352.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Scottsdale FDS(VCIT)INT-TERM CORP92206C870$3.0K34,6950.8%
Vanguard World FD(MGK)MEGA GRWTH IND921910816$3.0K12,8750.9%
Ishares TR(IXUS)CORE MSCI TOTAL46432F834$3.3K50,1930.9%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$3.8K48,2771.1%
Dimensional ETF Trust(DFAS)US SMALL CAP ETF25434V500$4.1K73,4991.2%
Ishares TR(IJH)CORE S&P MCP ETF464287507$4.2K15,8161.2%
Vanguard Specialized Funds(VIG)DIV APP ETF921908844$6.4K39,4371.8%
Ishares TR(IUSB)CORE TOTAL USD46434V613$7.1K142,0592.0%
Ishares TR(EFAV)MSCI EAFE MIN VL46429B689$7.3K100,7202.1%
Ishares TR(USMV)MSCI USA MIN VOL46429B697$8.4K108,1852.4%
Ishares TR(AGG)CORE US AGGBD ET464287226$8.8K82,4032.5%
Ishares TR(IAGG)CORE INTL AGGR46435G672$10.5K201,3293.0%
Vanguard Whitehall FDS(VYM)HIGH DIV YLD921946406$13.4K119,1153.8%
Biolife Solutions Inc(BLFS)COM NEW09062W204$224.0K9,87263.5%
PreviousPage 2 of 2