HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
163,686 | +3,267 | $53,923 |
| IVV | 163,686 | +3,267 | $53,923 |
| ISHARES TR (IEFA) |
253,050 | +12,540 | $16,603 |
| IEFA | 253,050 | +12,540 | $16,603 |
| ISHARES TR (ITOT) |
206,647 | -1,179 | $15,292 |
| ITOT | 206,647 | -1,179 | $15,292 |
| ISHARES INC (IEMG) |
131,228 | +17,137 | $7,275 |
| IEMG | 131,228 | +17,137 | $7,275 |
| ISHARES TR (EFAV) |
93,379 | +2,660 | $6,993 |
| EFAV | 93,379 | +2,660 | $6,993 |
| ISHARES INC (EEMV) |
116,026 | +1,548 | $6,908 |
| EEMV | 116,026 | +1,548 | $6,908 |
| HEALTHEQUITY INC |
85,129 | UNCH | $6,188 |
| HQY | 85,129 | UNCH | $6,188 |
| ISHARES TR (GOVT) |
216,486 | +37,198 | $5,639 |
| GOVT | 216,486 | +37,198 | $5,639 |
| ISHARES TR (USMV) |
84,695 | +6,114 | $5,624 |
| USMV | 84,695 | +6,114 | $5,624 |
| APPLE INC |
17,053 | +5,027 | $5,405 |
| AAPL | 17,053 | +5,027 | $5,405 |
| ISHARES TR (IJR) |
53,710 | +1,975 | $4,499 |
| IJR | 53,710 | +1,975 | $4,499 |
| FIDELITY COVINGTON TR |
154,733 | +1,938 | $4,337 |
| FREL | 154,733 | +1,938 | $4,337 |
| ISHARES TR (QUAL) |
39,319 | +7,741 | $4,061 |
| QUAL | 39,319 | +7,741 | $4,061 |
| ISHARES TR (DGRO) |
84,321 | +182 | $3,573 |
| DGRO | 84,321 | +182 | $3,573 |
| ISHARES TR (IXUS) |
55,607 | -6 | $3,484 |
| IXUS | 55,607 | -6 | $3,484 |
| VANGUARD WORLD FDS (VGT) |
13,615 | +1,389 | $3,482 |
| VGT | 13,615 | +1,389 | $3,482 |
| ISHARES TR (IJH) |
14,389 | +805 | $2,970 |
| IJH | 14,389 | +805 | $2,970 |
| ISHARES TR (AGG) |
26,080 | +305 | $2,945 |
| AGG | 26,080 | +305 | $2,945 |
| ISHARES US ETF TR (NEAR) |
53,605 | +7,909 | $2,696 |
| NEAR | 53,605 | +7,909 | $2,696 |
| ISHARES TR (IJS) |
16,557 | -62 | $2,633 |
| IJS | 16,557 | -62 | $2,633 |
| ISHARES TR (SCZ) |
39,782 | -296 | $2,472 |
| SCZ | 39,782 | -296 | $2,472 |
| VANGUARD INDEX FDS (VOO) |
7,318 | -98 | $2,204 |
| VOO | 7,318 | -98 | $2,204 |
| ISHARES TR (IWC) |
22,275 | -731 | $2,198 |
| IWC | 22,275 | -731 | $2,198 |
| MICROSOFT CORP |
13,428 | -383 | $2,193 |
| MSFT | 13,428 | -383 | $2,193 |
| SCHWAB STRATEGIC TR |
26,117 | +14 | $2,046 |
| SCHX | 26,117 | +14 | $2,046 |
| ISHARES TR (MBB) |
17,334 | +2,929 | $1,879 |
| MBB | 17,334 | +2,929 | $1,879 |
| ISHARES TR (IGIB) |
28,876 | +5,677 | $1,681 |
| IGIB | 28,876 | +5,677 | $1,681 |
| ISHARES TR (SIZE) |
17,017 | +7,882 | $1,676 |
| SIZE | 17,017 | +7,882 | $1,676 |
| VANGUARD INDEX FDS (VNQ) |
15,726 | -1,139 | $1,469 |
| VNQ | 15,726 | -1,139 | $1,469 |
| 3M CO |
7,988 | +6 | $1,445 |
| MMM | 7,988 | +6 | $1,445 |
| ISHARES TR (EFA) |
20,545 | -1,149 | $1,434 |
| EFA | 20,545 | -1,149 | $1,434 |
| PEPSICO INC |
9,735 | +570 | $1,329 |
| PEP | 9,735 | +570 | $1,329 |
| UNION PACIFIC CORP |
7,373 | UNCH | $1,326 |
| UNP | 7,373 | UNCH | $1,326 |
| VANGUARD WORLD FD (MGC) |
11,334 | +559 | $1,293 |
| MGC | 11,334 | +559 | $1,293 |
| ISHARES TR (MTUM) |
8,613 | -36 | $1,109 |
| MTUM | 8,613 | -36 | $1,109 |
| VANGUARD INDEX FDS (VBR) |
8,004 | -964 | $1,095 |
| VBR | 8,004 | -964 | $1,095 |
 BERKSHIRE HATHAWAY INC DEL |
$1,048 | ||
| BRK.B | 3,086 | -47 | $705 |
| BRK.A | 1 | UNCH | $343 |
| PIMCO ETF TR (BOND) |
8,353 | +286 | $905 |
| BOND | 8,353 | +286 | $905 |
| ISHARES TR (SUB) |
8,156 | +265 | $872 |
| SUB | 8,156 | +265 | $872 |
| SCHWAB STRATEGIC TR |
10,587 | -2,921 | $829 |
| SCHB | 10,587 | -2,921 | $829 |
| ISHARES TR (MUB) |
6,820 | +311 | $782 |
| MUB | 6,820 | +311 | $782 |
| SCHWAB STRATEGIC TR |
10,058 | +58 | $763 |
| SCHA | 10,058 | +58 | $763 |
| ISHARES TR (EEM) |
15,255 | -1,507 | $706 |
| EEM | 15,255 | -1,507 | $706 |
| FACEBOOK INC |
3,116 | UNCH | $691 |
| FB | 3,116 | UNCH | $691 |
| AMAZON COM INC |
363 | UNCH | $687 |
| AMZN | 363 | UNCH | $687 |
| ISHARES TR (TLT) |
4,879 | +896 | $673 |
| TLT | 4,879 | +896 | $673 |
| MASTERCARD INC |
2,074 | -33 | $654 |
| MA | 2,074 | -33 | $654 |
| ISHARES TR (ICSH) |
12,826 | +881 | $646 |
| ICSH | 12,826 | +881 | $646 |
| SCHWAB STRATEGIC TR |
22,537 | -1,665 | $636 |
| SCHE | 22,537 | -1,665 | $636 |
| VANGUARD WELLINGTON FD (VFMF) |
7,755 | UNCH | $633 |
| VFMF | 7,755 | UNCH | $633 |
See Full List: All Stocks Held By UMA Financial Services Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By UMA Financial Services Inc.
|
Size ($ 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 |
