Shum Financial Group, Inc.
107 holdingsFiling period: 2026-06-30Current AUM: $171.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 49.1K | $14.2M | $16.7M | 9.69% | +501 | 2026-06-30 |
| 2 | EFV | iShares TR | 155.6K | $11.9M | $12.3M | 7.17% | +5.4K | 2026-06-30 |
| 3 | QUAL | iShares TR | 32.4K | $7.1M | $7.3M | 4.25% | +1.8K | 2026-06-30 |
| 4 | SPSM | Spdr Series Trust | 94.5K | $5.5M | $5.1M | 2.94% | -1,732 | 2026-06-30 |
| 5 | IGLB | iShares TR | 97.8K | $4.9M | $4.5M | 2.64% | -1,853 | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 13.0K | $4.8M | $6.9M | 4.01% | +591 | 2026-06-30 |
| 7 | IQLT | iShares TR | 95.5K | $4.7M | $4.8M | 2.80% | +9.3K | 2026-06-30 |
| 8 | NVDA | NVIDIA Corporation | 23.6K | $4.7M | $5.1M | 2.97% | +2.1K | 2026-06-30 |
| 9 | SPEM | Spdr Index Shs Fds | 84.6K | $4.4M | $4.3M | 2.50% | +5.3K | 2026-06-30 |
| 10 | SPYV | Spdr Series Trust | 68.4K | $4.2M | $4.3M | 2.53% | +4.6K | 2026-06-30 |
| 11 | SDY | Spdr Series Trust | 26.9K | $4.1M | $4.2M | 2.44% | +686 | 2026-06-30 |
| 12 | GOOGL | Alphabet Inc | 10.4K | $3.7M | $3.6M | 2.07% | +889 | 2026-06-30 |
| 13 | SPYG | Spdr Series Trust | 30.6K | $3.6M | $3.7M | 2.15% | +1.2K | 2026-06-30 |
| 14 | EFG | iShares TR | 27.4K | $3.4M | $3.3M | 1.90% | +3.5K | 2026-06-30 |
| 15 | JPM | JPMorgan Chase & Co | 10.3K | $3.4M | $3.5M | 2.02% | -50 | 2026-06-30 |
| 16 | SPMD | Spdr Series Trust | 48.0K | $3.2M | $3.1M | 1.79% | +402 | 2026-06-30 |
| 17 | AMZN | Amazon.com Inc | 12.5K | $3.0M | $3.3M | 1.91% | +190 | 2026-06-30 |
| 18 | JNJ | Johnson & Johnson | 11.6K | $2.9M | $3.0M | 1.75% | -27 | 2026-06-30 |
| 19 | MDYV | Spdr Series Trust | 30.6K | $2.9M | $2.8M | 1.63% | +1.4K | 2026-06-30 |
| 20 | IXN | iShares TR | 18.5K | $2.7M | $2.6M | 1.50% | -362 | 2026-06-30 |
| 21 | WMT | Walmart Inc | 22.4K | $2.5M | $2.6M | 1.53% | +87 | 2026-06-30 |
| 22 | PANW | Palo Alto Networks Inc | 6.7K | $2.3M | $2.3M | 1.32% | +194 | 2026-06-30 |
| 23 | UNH | Unitedhealth Group Inc | 5.2K | $2.1M | $2.2M | 1.26% | +17 | 2026-06-30 |
| 24 | BLK | BlackRock Inc | 2.2K | $2.1M | $2.5M | 1.44% | +8 | 2026-06-30 |
| 25 | HD | Home Depot Inc | 5.9K | $2.1M | $1.9M | 1.08% | -277 | 2026-06-30 |
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