
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
149,584 | -1,696 | $61,771 |
IVV | 149,584 | -1,696 | $61,771 |
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631,140 | +25,722 | $30,490 |
SPLG | 631,140 | +25,722 | $30,490 |
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265,980 | -22,376 | $24,377 |
ESGU | 265,980 | -22,376 | $24,377 |
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194,885 | -23,455 | $17,793 |
ITOT | 194,885 | -23,455 | $17,793 |
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242,132 | -19,258 | $15,041 |
IEFA | 242,132 | -19,258 | $15,041 |
![]() |
75,170 | +260 | $12,141 |
AAPL | 75,170 | +260 | $12,141 |
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99,475 | +27,369 | $8,676 |
EFG | 99,475 | +27,369 | $8,676 |
![]() |
155,707 | -5,845 | $7,879 |
DGRO | 155,707 | -5,845 | $7,879 |
![]() |
76,645 | +17,555 | $7,810 |
IJR | 76,645 | +17,555 | $7,810 |
![]() |
175,145 | -34,265 | $7,771 |
EFV | 175,145 | -34,265 | $7,771 |
![]() |
306,276 | +38,717 | $7,770 |
DFAI | 306,276 | +38,717 | $7,770 |
![]() |
27,932 | +524 | $7,007 |
IJH | 27,932 | +524 | $7,007 |
![]() |
96,664 | +214 | $5,713 |
IXUS | 96,664 | +214 | $5,713 |
![]() |
95,558 | -12,405 | $5,318 |
EEMV | 95,558 | -12,405 | $5,318 |
![]() |
211,036 | +211,036 | $4,938 |
EELV | 211,036 | +211,036 | $4,938 |
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71,940 | -11,296 | $4,742 |
EFAV | 71,940 | -11,296 | $4,742 |
![]() |
172,976 | -114 | $4,385 |
DFAC | 172,976 | -114 | $4,385 |
![]() |
137,558 | -12,471 | $4,029 |
FREL | 137,558 | -12,471 | $4,029 |
![]() |
27,805 | +327 | $3,989 |
MGC | 27,805 | +327 | $3,989 |
![]() |
14,176 | +42 | $3,941 |
MSFT | 14,176 | +42 | $3,941 |
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51,397 | +7,977 | $3,781 |
USMV | 51,397 | +7,977 | $3,781 |
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65,029 | -159 | $3,710 |
HQY | 65,029 | -159 | $3,710 |
![]() |
72,919 | -9,373 | $3,547 |
IEMG | 72,919 | -9,373 | $3,547 |
![]() |
151,160 | +23,547 | $3,463 |
DFAE | 151,160 | +23,547 | $3,463 |
![]() |
28,797 | +406 | $2,827 |
VNQ | 28,797 | +406 | $2,827 |
![]() |
98,176 | +33,565 | $2,825 |
DFAU | 98,176 | +33,565 | $2,825 |
![]() |
52,004 | +21,720 | $2,765 |
DFAS | 52,004 | +21,720 | $2,765 |
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23,940 | +23,940 | $2,477 |
HDV | 23,940 | +23,940 | $2,477 |
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24,304 | -5,112 | $2,358 |
IJS | 24,304 | -5,112 | $2,358 |
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28,232 | +561 | $2,103 |
SCHD | 28,232 | +561 | $2,103 |
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10,639 | -563 | $2,011 |
EXR | 10,639 | -563 | $2,011 |
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86,316 | +204 | $1,910 |
DFAX | 86,316 | +204 | $1,910 |
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30,146 | -4,079 | $1,757 |
SCZ | 30,146 | -4,079 | $1,757 |
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34,422 | -17,997 | $1,722 |
ICSH | 34,422 | -17,997 | $1,722 |
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32,097 | -1,029 | $1,641 |
IGSB | 32,097 | -1,029 | $1,641 |
![]() |
14,202 | -2,056 | $1,626 |
IWC | 14,202 | -2,056 | $1,626 |
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11,904 | +11,333 | $1,612 |
AMZN | 11,904 | +11,333 | $1,612 |
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14,334 | -1,976 | $1,511 |
SUB | 14,334 | -1,976 | $1,511 |
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6,364 | UNCH | $1,445 |
UNP | 6,364 | UNCH | $1,445 |
![]() |
10,145 | +536 | $1,401 |
VTV | 10,145 | +536 | $1,401 |
![]() |
1,552 | -10 | $1,384 |
TSLA | 1,552 | -10 | $1,384 |
![]() |
12,432 | -5,980 | $1,349 |
MUB | 12,432 | -5,980 | $1,349 |
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3,438 | -1,333 | $1,298 |
VOO | 3,438 | -1,333 | $1,298 |
![]() |
31,755 | -35,098 | $1,236 |
COMT | 31,755 | -35,098 | $1,236 |
![]() |
38,239 | +9,595 | $1,213 |
ESGE | 38,239 | +9,595 | $1,213 |
![]() |
3,240 | +141 | $1,197 |
VGT | 3,240 | +141 | $1,197 |
![]() |
6,593 | +2 | $1,167 |
PEP | 6,593 | +2 | $1,167 |
![]() |
8,140 | -89 | $1,159 |
MTUM | 8,140 | -89 | $1,159 |
![]() |
28,775 | +28,775 | $1,074 |
IFRA | 28,775 | +28,775 | $1,074 |
![]() |
15,004 | -1,338 | $987 |
EFA | 15,004 | -1,338 | $987 |
See Full List: All Stocks Held By UMA Financial Services Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By UMA Financial Services Inc.
![]() At 06/30/2022: $345,249 At 03/31/2022: $376,606 UMA Financial Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from UMA Financial Services Inc. 13F filings. Link to 13F filings: SEC filings |