HoldingsChannel.com
UMA Financial Services Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 165,863 +2,177 $46,452
     IVV165,863+2,177$46,452
ISHARES TR (IEFA) 232,585 -20,465 $11,885
     IEFA232,585-20,465$11,885
ISHARES TR (ITOT) 189,165 -17,482 $11,707
     ITOT189,165-17,482$11,707
ISHARES TR (ESGU) 114,328 +114,328 $7,154
     ESGU114,328+114,328$7,154
ISHARES TR (EFAV) 93,783 +404 $5,972
     EFAV93,783+404$5,972
ISHARES INC (EEMV) 119,837 +3,811 $5,882
     EEMV119,837+3,811$5,882
ISHARES TR (DGRO) 143,052 +58,731 $4,987
     DGRO143,052+58,731$4,987
ISHARES TR (LQD) 38,457 +36,563 $4,978
     LQD38,457+36,563$4,978
APPLE INC 16,962 -91 $4,683
     AAPL16,962-91$4,683
ISHARES TR (USMV) 73,983 -10,712 $4,320
     USMV73,983-10,712$4,320
ISHARES TR (EFG) 53,422 +53,422 $3,982
     EFG53,422+53,422$3,982
ISHARES TR (GOVT) 136,984 -79,502 $3,857
     GOVT136,984-79,502$3,857
ISHARES INC (ESGE) 127,456 +127,456 $3,681
     ESGE127,456+127,456$3,681
ISHARES U S ETF TR (NEAR) 74,245 +20,640 $3,648
     NEAR74,245+20,640$3,648
FIDELITY COVINGTON TR 165,508 +10,775 $3,600
     FREL165,508+10,775$3,600
ISHARES TR (IJR) 62,086 +8,376 $3,557
     IJR62,086+8,376$3,557
ISHARES INC (IEMG) 82,197 -49,031 $3,497
     IEMG82,197-49,031$3,497
VANGUARD WORLD FDS (VGT) 13,944 +329 $3,215
     VGT13,944+329$3,215
HEALTHEQUITY INC 65,309 -19,820 $3,186
     HQY65,309-19,820$3,186
ISHARES TR (IXUS) 62,196 +6,589 $3,026
     IXUS62,196+6,589$3,026
ISHARES TR (AGG) 23,667 -2,413 $2,772
     AGG23,667-2,413$2,772
ISHARES TR (IGSB) 50,147 +44,963 $2,680
     IGSB50,147+44,963$2,680
MICROSOFT CORP 13,562 +134 $2,353
     MSFT13,562+134$2,353
ISHARES TR (SCZ) 44,913 +5,131 $2,092
     SCZ44,913+5,131$2,092
ISHARES TR (IJS) 20,005 +3,448 $2,029
     IJS20,005+3,448$2,029
ISHARES TR (IWC) 23,963 +1,688 $1,693
     IWC23,963+1,688$1,693
VANGUARD INDEX FDS (VOO) 6,264 -1,054 $1,607
     VOO6,264-1,054$1,607
ISHARES TR (SHYG) 37,366 +37,366 $1,558
     SHYG37,366+37,366$1,558
ISHARES TR (VLUE) 22,943 +22,943 $1,509
     VLUE22,943+22,943$1,509
VANGUARD INDEX FDS (VNQ) 20,269 +4,543 $1,481
     VNQ20,269+4,543$1,481
ISHARES TR (IHI) 5,280 +5,280 $1,344
     IHI5,280+5,280$1,344
ISHARES TR (IJH) 8,820 -5,569 $1,329
     IJH8,820-5,569$1,329
PEPSICO INC 9,382 -353 $1,244
     PEP9,382-353$1,244
3M CO 7,988 UNCH $1,147
     MMM7,988UNCH$1,147
SCHWAB STRATEGIC TR 17,162 -8,955 $1,140
     SCHX17,162-8,955$1,140
UNION PAC CORP 7,114 -259 $1,046
     UNP7,114-259$1,046
ISHARES TR (QUAL) 11,625 -27,694 $1,013
     QUAL11,625-27,694$1,013
ISHARES TR (EFA) 17,428 -3,117 $954
     EFA17,428-3,117$954
AMAZON COM INC 393 +30 $929
     AMZN393+30$929
ISHARES TR (ICSH) 17,939 +5,113 $902
     ICSH17,939+5,113$902
BERKSHIRE HATHAWAY INC DEL      $896
     BRK.B4,804+1,718$896
ISHARES TR (MTUM) 7,630 -983 $884
     MTUM7,630-983$884
VANGUARD WORLD FD (MGC) 8,850 -2,484 $874
     MGC8,850-2,484$874
EXTRA SPACE STORAGE INC 8,877 +5,344 $812
     EXR8,877+5,344$812
ISHARES TR (SUB) 7,454 -702 $794
     SUB7,454-702$794
ISHARES TR (MUB) 6,215 -605 $699
     MUB6,215-605$699
PIMCO ETF TR (BOND) 6,215 -2,138 $677
     BOND6,215-2,138$677
INTERNATIONAL BUSINESS MACHS 5,216 +1,100 $622
     IBM5,216+1,100$622
MASTERCARD INC 2,413 +339 $620
     MA2,413+339$620
VANGUARD TAX MANAGED INTL FD (VEA) 17,613 +3,733 $606
     VEA17,613+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

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

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