Shum Financial Group, Inc.
94 holdingsFiling period: 2026-03-31Current AUM: $160.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 48.6K | $12.3M | $15.0M | 9.38% | +14.4K | 2026-03-31 |
| 2 | EFV | ISHARES TR | 150.2K | $11.2M | $12.1M | 7.59% | +2.8K | 2026-03-31 |
| 3 | QUAL | ISHARES TR | 30.6K | $5.9M | $6.7M | 4.19% | +513 | 2026-03-31 |
| 4 | IGLB | ISHARES TR | 99.7K | $4.9M | $4.8M | 2.98% | +1.4K | 2026-03-31 |
| 5 | SPSM | SPDR SERIES TRUST | 96.3K | $4.7M | $5.4M | 3.40% | +77 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 12.4K | $4.6M | $5.7M | 3.59% | +1.1K | 2026-03-31 |
| 7 | IQLT | ISHARES TR | 86.2K | $4.0M | $4.3M | 2.70% | +3.5K | 2026-03-31 |
| 8 | SDY | SPDR SERIES TRUST | 26.2K | $3.8M | $4.1M | 2.54% | -347 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 21.5K | $3.7M | $4.3M | 2.69% | +2.3K | 2026-03-31 |
| 10 | SPEM | SPDR INDEX SHS FDS | 79.3K | $3.7M | $4.0M | 2.52% | +2.0K | 2026-03-31 |
| 11 | SPYV | SPDR SERIES TRUST | 63.8K | $3.6M | $4.0M | 2.47% | +2.7K | 2026-03-31 |
| 12 | JPM | JPMORGAN CHASE & CO | 10.4K | $3.1M | $3.7M | 2.28% | -66 | 2026-03-31 |
| 13 | SPYG | SPDR SERIES TRUST | 29.4K | $2.9M | $3.4M | 2.15% | +246 | 2026-03-31 |
| 14 | JNJ | JOHNSON & JOHNSON | 11.6K | $2.8M | $3.0M | 1.86% | -488 | 2026-03-31 |
| 15 | SPMD | SPDR SERIES TRUST | 47.6K | $2.8M | $3.1M | 1.96% | +241 | 2026-03-31 |
| 16 | WMT | WALMART INC | 22.3K | $2.8M | $2.5M | 1.55% | -243 | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 9.6K | $2.7M | $3.4M | 2.13% | +397 | 2026-03-31 |
| 18 | EFG | ISHARES TR | 23.9K | $2.7M | $2.9M | 1.81% | +1.5K | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 12.3K | $2.6M | $3.3M | 2.08% | +334 | 2026-03-31 |
| 20 | MDYV | SPDR SERIES TRUST | 29.3K | $2.5M | $2.8M | 1.74% | +1.2K | 2026-03-31 |
| 21 | BLK | BLACKROCK INC | 2.2K | $2.1M | $2.4M | 1.48% | -3 | 2026-03-31 |
| 22 | HD | HOME DEPOT INC | 6.2K | $2.0M | $2.0M | 1.28% | -76 | 2026-03-31 |
| 23 | IXN | ISHARES TR | 18.9K | $1.9M | $2.5M | 1.57% | -149 | 2026-03-31 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | 1.7K | $1.7M | $1.6M | 0.99% | +20 | 2026-03-31 |
| 25 | XLU | SELECT SECTOR SPDR TR | 31.7K | $1.5M | $1.4M | 0.88% | +38 | 2026-03-31 |
← Scroll →
Page 1 of 4