UMA Financial Services, Inc.
Q4 2022 13F Holdings
- Locationsalt lake city, UT
- Num holdings
150
- Value ($000)
$370,553
- Date Filed01/25/2023
- Form type13F-HR
- CIK0001795173
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $60.59M | 16 % | 150,671 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $32.53M | 9 % | 691,159 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $20.80M | 6 % | 234,337 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $18.05M | 5 % | 202,568 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $14.31M | 4 % | 528,217 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $13.37M | 4 % | 200,036 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $10.84M | 3 % | 210,188 | ||
AAPL APPLE INC | COM | 037833100 | $10.66M | 3 % | 74,783 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $10.04M | 3 % | 203,695 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $10.02M | 3 % | 109,619 |
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