HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
165,863 | +2,177 | $46,452 |
| IVV | 165,863 | +2,177 | $46,452 |
| ISHARES TR (IEFA) |
232,585 | -20,465 | $11,885 |
| IEFA | 232,585 | -20,465 | $11,885 |
| ISHARES TR (ITOT) |
189,165 | -17,482 | $11,707 |
| ITOT | 189,165 | -17,482 | $11,707 |
| ISHARES TR (ESGU) |
114,328 | +114,328 | $7,154 |
| ESGU | 114,328 | +114,328 | $7,154 |
| ISHARES TR (EFAV) |
93,783 | +404 | $5,972 |
| EFAV | 93,783 | +404 | $5,972 |
| ISHARES INC (EEMV) |
119,837 | +3,811 | $5,882 |
| EEMV | 119,837 | +3,811 | $5,882 |
| ISHARES TR (DGRO) |
143,052 | +58,731 | $4,987 |
| DGRO | 143,052 | +58,731 | $4,987 |
| ISHARES TR (LQD) |
38,457 | +36,563 | $4,978 |
| LQD | 38,457 | +36,563 | $4,978 |
| APPLE INC |
16,962 | -91 | $4,683 |
| AAPL | 16,962 | -91 | $4,683 |
| ISHARES TR (USMV) |
73,983 | -10,712 | $4,320 |
| USMV | 73,983 | -10,712 | $4,320 |
| ISHARES TR (EFG) |
53,422 | +53,422 | $3,982 |
| EFG | 53,422 | +53,422 | $3,982 |
| ISHARES TR (GOVT) |
136,984 | -79,502 | $3,857 |
| GOVT | 136,984 | -79,502 | $3,857 |
| ISHARES INC (ESGE) |
127,456 | +127,456 | $3,681 |
| ESGE | 127,456 | +127,456 | $3,681 |
| ISHARES U S ETF TR (NEAR) |
74,245 | +20,640 | $3,648 |
| NEAR | 74,245 | +20,640 | $3,648 |
| FIDELITY COVINGTON TR |
165,508 | +10,775 | $3,600 |
| FREL | 165,508 | +10,775 | $3,600 |
| ISHARES TR (IJR) |
62,086 | +8,376 | $3,557 |
| IJR | 62,086 | +8,376 | $3,557 |
| ISHARES INC (IEMG) |
82,197 | -49,031 | $3,497 |
| IEMG | 82,197 | -49,031 | $3,497 |
| VANGUARD WORLD FDS (VGT) |
13,944 | +329 | $3,215 |
| VGT | 13,944 | +329 | $3,215 |
| HEALTHEQUITY INC |
65,309 | -19,820 | $3,186 |
| HQY | 65,309 | -19,820 | $3,186 |
| ISHARES TR (IXUS) |
62,196 | +6,589 | $3,026 |
| IXUS | 62,196 | +6,589 | $3,026 |
| ISHARES TR (AGG) |
23,667 | -2,413 | $2,772 |
| AGG | 23,667 | -2,413 | $2,772 |
| ISHARES TR (IGSB) |
50,147 | +44,963 | $2,680 |
| IGSB | 50,147 | +44,963 | $2,680 |
| MICROSOFT CORP |
13,562 | +134 | $2,353 |
| MSFT | 13,562 | +134 | $2,353 |
| ISHARES TR (SCZ) |
44,913 | +5,131 | $2,092 |
| SCZ | 44,913 | +5,131 | $2,092 |
| ISHARES TR (IJS) |
20,005 | +3,448 | $2,029 |
| IJS | 20,005 | +3,448 | $2,029 |
| ISHARES TR (IWC) |
23,963 | +1,688 | $1,693 |
| IWC | 23,963 | +1,688 | $1,693 |
| VANGUARD INDEX FDS (VOO) |
6,264 | -1,054 | $1,607 |
| VOO | 6,264 | -1,054 | $1,607 |
| ISHARES TR (SHYG) |
37,366 | +37,366 | $1,558 |
| SHYG | 37,366 | +37,366 | $1,558 |
| ISHARES TR (VLUE) |
22,943 | +22,943 | $1,509 |
| VLUE | 22,943 | +22,943 | $1,509 |
| VANGUARD INDEX FDS (VNQ) |
20,269 | +4,543 | $1,481 |
| VNQ | 20,269 | +4,543 | $1,481 |
| ISHARES TR (IHI) |
5,280 | +5,280 | $1,344 |
| IHI | 5,280 | +5,280 | $1,344 |
| ISHARES TR (IJH) |
8,820 | -5,569 | $1,329 |
| IJH | 8,820 | -5,569 | $1,329 |
| PEPSICO INC |
9,382 | -353 | $1,244 |
| PEP | 9,382 | -353 | $1,244 |
| 3M CO |
7,988 | UNCH | $1,147 |
| MMM | 7,988 | UNCH | $1,147 |
| SCHWAB STRATEGIC TR |
17,162 | -8,955 | $1,140 |
| SCHX | 17,162 | -8,955 | $1,140 |
| UNION PAC CORP |
7,114 | -259 | $1,046 |
| UNP | 7,114 | -259 | $1,046 |
| ISHARES TR (QUAL) |
11,625 | -27,694 | $1,013 |
| QUAL | 11,625 | -27,694 | $1,013 |
| ISHARES TR (EFA) |
17,428 | -3,117 | $954 |
| EFA | 17,428 | -3,117 | $954 |
| AMAZON COM INC |
393 | +30 | $929 |
| AMZN | 393 | +30 | $929 |
| ISHARES TR (ICSH) |
17,939 | +5,113 | $902 |
| ICSH | 17,939 | +5,113 | $902 |
 BERKSHIRE HATHAWAY INC DEL |
$896 | ||
| BRK.B | 4,804 | +1,718 | $896 |
| ISHARES TR (MTUM) |
7,630 | -983 | $884 |
| MTUM | 7,630 | -983 | $884 |
| VANGUARD WORLD FD (MGC) |
8,850 | -2,484 | $874 |
| MGC | 8,850 | -2,484 | $874 |
| EXTRA SPACE STORAGE INC |
8,877 | +5,344 | $812 |
| EXR | 8,877 | +5,344 | $812 |
| ISHARES TR (SUB) |
7,454 | -702 | $794 |
| SUB | 7,454 | -702 | $794 |
| ISHARES TR (MUB) |
6,215 | -605 | $699 |
| MUB | 6,215 | -605 | $699 |
| PIMCO ETF TR (BOND) |
6,215 | -2,138 | $677 |
| BOND | 6,215 | -2,138 | $677 |
| INTERNATIONAL BUSINESS MACHS |
5,216 | +1,100 | $622 |
| IBM | 5,216 | +1,100 | $622 |
| MASTERCARD INC |
2,413 | +339 | $620 |
| MA | 2,413 | +339 | $620 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
17,613 | +3,733 | $606 |
| VEA | 17,613 | +3,733 | $606 |
See Full List: All Stocks Held By UMA Financial Services Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By UMA Financial Services Inc.
|
Size ($ in 1000's)
At 03/31/2020: $200,132 At 12/31/2019: $224,732 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 |
