HoldingsChannel.com
UMA Financial Services Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 163,686 +3,267 $53,923
     IVV163,686+3,267$53,923
ISHARES TR (IEFA) 253,050 +12,540 $16,603
     IEFA253,050+12,540$16,603
ISHARES TR (ITOT) 206,647 -1,179 $15,292
     ITOT206,647-1,179$15,292
ISHARES INC (IEMG) 131,228 +17,137 $7,275
     IEMG131,228+17,137$7,275
ISHARES TR (EFAV) 93,379 +2,660 $6,993
     EFAV93,379+2,660$6,993
ISHARES INC (EEMV) 116,026 +1,548 $6,908
     EEMV116,026+1,548$6,908
HEALTHEQUITY INC 85,129 UNCH $6,188
     HQY85,129UNCH$6,188
ISHARES TR (GOVT) 216,486 +37,198 $5,639
     GOVT216,486+37,198$5,639
ISHARES TR (USMV) 84,695 +6,114 $5,624
     USMV84,695+6,114$5,624
APPLE INC 17,053 +5,027 $5,405
     AAPL17,053+5,027$5,405
ISHARES TR (IJR) 53,710 +1,975 $4,499
     IJR53,710+1,975$4,499
FIDELITY COVINGTON TR 154,733 +1,938 $4,337
     FREL154,733+1,938$4,337
ISHARES TR (QUAL) 39,319 +7,741 $4,061
     QUAL39,319+7,741$4,061
ISHARES TR (DGRO) 84,321 +182 $3,573
     DGRO84,321+182$3,573
ISHARES TR (IXUS) 55,607 -6 $3,484
     IXUS55,607-6$3,484
VANGUARD WORLD FDS (VGT) 13,615 +1,389 $3,482
     VGT13,615+1,389$3,482
ISHARES TR (IJH) 14,389 +805 $2,970
     IJH14,389+805$2,970
ISHARES TR (AGG) 26,080 +305 $2,945
     AGG26,080+305$2,945
ISHARES US ETF TR (NEAR) 53,605 +7,909 $2,696
     NEAR53,605+7,909$2,696
ISHARES TR (IJS) 16,557 -62 $2,633
     IJS16,557-62$2,633
ISHARES TR (SCZ) 39,782 -296 $2,472
     SCZ39,782-296$2,472
VANGUARD INDEX FDS (VOO) 7,318 -98 $2,204
     VOO7,318-98$2,204
ISHARES TR (IWC) 22,275 -731 $2,198
     IWC22,275-731$2,198
MICROSOFT CORP 13,428 -383 $2,193
     MSFT13,428-383$2,193
SCHWAB STRATEGIC TR 26,117 +14 $2,046
     SCHX26,117+14$2,046
ISHARES TR (MBB) 17,334 +2,929 $1,879
     MBB17,334+2,929$1,879
ISHARES TR (IGIB) 28,876 +5,677 $1,681
     IGIB28,876+5,677$1,681
ISHARES TR (SIZE) 17,017 +7,882 $1,676
     SIZE17,017+7,882$1,676
VANGUARD INDEX FDS (VNQ) 15,726 -1,139 $1,469
     VNQ15,726-1,139$1,469
3M CO 7,988 +6 $1,445
     MMM7,988+6$1,445
ISHARES TR (EFA) 20,545 -1,149 $1,434
     EFA20,545-1,149$1,434
PEPSICO INC 9,735 +570 $1,329
     PEP9,735+570$1,329
UNION PACIFIC CORP 7,373 UNCH $1,326
     UNP7,373UNCH$1,326
VANGUARD WORLD FD (MGC) 11,334 +559 $1,293
     MGC11,334+559$1,293
ISHARES TR (MTUM) 8,613 -36 $1,109
     MTUM8,613-36$1,109
VANGUARD INDEX FDS (VBR) 8,004 -964 $1,095
     VBR8,004-964$1,095
BERKSHIRE HATHAWAY INC DEL      $1,048
     BRK.B3,086-47$705
     BRK.A1UNCH$343
PIMCO ETF TR (BOND) 8,353 +286 $905
     BOND8,353+286$905
ISHARES TR (SUB) 8,156 +265 $872
     SUB8,156+265$872
SCHWAB STRATEGIC TR 10,587 -2,921 $829
     SCHB10,587-2,921$829
ISHARES TR (MUB) 6,820 +311 $782
     MUB6,820+311$782
SCHWAB STRATEGIC TR 10,058 +58 $763
     SCHA10,058+58$763
ISHARES TR (EEM) 15,255 -1,507 $706
     EEM15,255-1,507$706
FACEBOOK INC 3,116 UNCH $691
     FB3,116UNCH$691
AMAZON COM INC 363 UNCH $687
     AMZN363UNCH$687
ISHARES TR (TLT) 4,879 +896 $673
     TLT4,879+896$673
MASTERCARD INC 2,074 -33 $654
     MA2,074-33$654
ISHARES TR (ICSH) 12,826 +881 $646
     ICSH12,826+881$646
SCHWAB STRATEGIC TR 22,537 -1,665 $636
     SCHE22,537-1,665$636
VANGUARD WELLINGTON FD (VFMF) 7,755 UNCH $633
     VFMF7,755UNCH$633

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.

Size ($ in 1000's)
At 12/31/2019: $224,732
At 09/30/2019: $204,749

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

UMA Financial Services Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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