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UMA Financial Services Inc. Top Holdings
As of  06/30/2022, below is a summary of the UMA Financial Services Inc. top holdings by largest position size, as per the latest 13f filing made by UMA Financial Services Inc.. In the UMA Financial Services Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by UMA Financial Services Inc. in that top holding, then the share count change between reporting periods, and finally the UMA Financial Services Inc. top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 149,584 -1,696 $61,771
     IVV149,584-1,696$61,771
SPDR SER TR (SPLG) 631,140 +25,722 $30,490
     SPLG631,140+25,722$30,490
ISHARES TR (ESGU) 265,980 -22,376 $24,377
     ESGU265,980-22,376$24,377
ISHARES TR (ITOT) 194,885 -23,455 $17,793
     ITOT194,885-23,455$17,793
ISHARES TR (IEFA) 242,132 -19,258 $15,041
     IEFA242,132-19,258$15,041
APPLE INC 75,170 +260 $12,141
     AAPL75,170+260$12,141
ISHARES TR (EFG) 99,475 +27,369 $8,676
     EFG99,475+27,369$8,676
ISHARES TR (DGRO) 155,707 -5,845 $7,879
     DGRO155,707-5,845$7,879
ISHARES TR (IJR) 76,645 +17,555 $7,810
     IJR76,645+17,555$7,810
ISHARES TR (EFV) 175,145 -34,265 $7,771
     EFV175,145-34,265$7,771
DIMENSIONAL ETF TRUST (DFAI) 306,276 +38,717 $7,770
     DFAI306,276+38,717$7,770
ISHARES TR (IJH) 27,932 +524 $7,007
     IJH27,932+524$7,007
ISHARES TR (IXUS) 96,664 +214 $5,713
     IXUS96,664+214$5,713
ISHARES INC (EEMV) 95,558 -12,405 $5,318
     EEMV95,558-12,405$5,318
INVESCO EXCH TRADED FD TR II (EELV) 211,036 +211,036 $4,938
     EELV211,036+211,036$4,938
ISHARES TR (EFAV) 71,940 -11,296 $4,742
     EFAV71,940-11,296$4,742
DIMENSIONAL ETF TRUST (DFAC) 172,976 -114 $4,385
     DFAC172,976-114$4,385
FIDELITY COVINGTON TRUST 137,558 -12,471 $4,029
     FREL137,558-12,471$4,029
VANGUARD WORLD FD (MGC) 27,805 +327 $3,989
     MGC27,805+327$3,989
MICROSOFT CORP 14,176 +42 $3,941
     MSFT14,176+42$3,941
ISHARES TR (USMV) 51,397 +7,977 $3,781
     USMV51,397+7,977$3,781
HEALTHEQUITY INC 65,029 -159 $3,710
     HQY65,029-159$3,710
ISHARES INC (IEMG) 72,919 -9,373 $3,547
     IEMG72,919-9,373$3,547
DIMENSIONAL ETF TRUST (DFAE) 151,160 +23,547 $3,463
     DFAE151,160+23,547$3,463
VANGUARD INDEX FDS (VNQ) 28,797 +406 $2,827
     VNQ28,797+406$2,827
DIMENSIONAL ETF TRUST (DFAU) 98,176 +33,565 $2,825
     DFAU98,176+33,565$2,825
DIMENSIONAL ETF TRUST (DFAS) 52,004 +21,720 $2,765
     DFAS52,004+21,720$2,765
ISHARES TR (HDV) 23,940 +23,940 $2,477
     HDV23,940+23,940$2,477
ISHARES TR (IJS) 24,304 -5,112 $2,358
     IJS24,304-5,112$2,358
SCHWAB STRATEGIC TR 28,232 +561 $2,103
     SCHD28,232+561$2,103
EXTRA SPACE STORAGE INC 10,639 -563 $2,011
     EXR10,639-563$2,011
DIMENSIONAL ETF TRUST (DFAX) 86,316 +204 $1,910
     DFAX86,316+204$1,910
ISHARES TR (SCZ) 30,146 -4,079 $1,757
     SCZ30,146-4,079$1,757
ISHARES TR (ICSH) 34,422 -17,997 $1,722
     ICSH34,422-17,997$1,722
ISHARES TR (IGSB) 32,097 -1,029 $1,641
     IGSB32,097-1,029$1,641
ISHARES TR (IWC) 14,202 -2,056 $1,626
     IWC14,202-2,056$1,626
AMAZON COM INC 11,904 +11,333 $1,612
     AMZN11,904+11,333$1,612
ISHARES TR (SUB) 14,334 -1,976 $1,511
     SUB14,334-1,976$1,511
UNION PAC CORP 6,364 UNCH $1,445
     UNP6,364UNCH$1,445
VANGUARD INDEX FDS (VTV) 10,145 +536 $1,401
     VTV10,145+536$1,401
TESLA INC 1,552 -10 $1,384
     TSLA1,552-10$1,384
ISHARES TR (MUB) 12,432 -5,980 $1,349
     MUB12,432-5,980$1,349
VANGUARD INDEX FDS (VOO) 3,438 -1,333 $1,298
     VOO3,438-1,333$1,298
ISHARES U S ETF TR (COMT) 31,755 -35,098 $1,236
     COMT31,755-35,098$1,236
ISHARES INC (ESGE) 38,239 +9,595 $1,213
     ESGE38,239+9,595$1,213
VANGUARD WORLD FDS (VGT) 3,240 +141 $1,197
     VGT3,240+141$1,197
PEPSICO INC 6,593 +2 $1,167
     PEP6,593+2$1,167
ISHARES TR (MTUM) 8,140 -89 $1,159
     MTUM8,140-89$1,159
ISHARES TR (IFRA) 28,775 +28,775 $1,074
     IFRA28,775+28,775$1,074
ISHARES TR (EFA) 15,004 -1,338 $987
     EFA15,004-1,338$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.

Size ($ in 1000's)
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

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

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