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UMA Financial Services, Inc.

Q4 2022 13F Holdings

  • Location
    salt lake city, UT
  • Num holdings

    150

  • Value ($000)

    $370,553

  • Date Filed
    01/25/2023
  • Form type
    13F-HR
  • CIK
    0001795173
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$60.59M
16 %

150,671

K
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$32.53M
9 %

691,159

E
ESGU

ISHARES TR

ESG AWR MSCI USA
46435G425
$20.8M
6 %

234,337

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$18.05M
5 %

202,568

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$14.31M
4 %

528,217

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$13.37M
4 %

200,036

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$10.84M
3 %

210,188

A
AAPL

APPLE INC

COM
037833100
$10.66M
3 %

74,783

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$10.04M
3 %

203,695

E
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$10.02M
3 %

109,619

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