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Shum Financial Group, Inc. Portfolio
$174.2M across 110 positions as of 2026-09-30, with 41% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $16.1M | 9.3% | 48,394 |
| EFViShares MSCI EAFE Value ETF | $12.6M | 7.2% | 159,336 |
| QUALiShares MSCI USA Quality Factor ETF | $7.4M | 4.2% | 33,185 |
| MSFTMicrosoft Corp | $6.7M | 3.8% | 13,011 |
| NVDANVIDIA Corp | $5.5M | 3.2% | 24,101 |
| IQLTiShares MSCI Intl Quality Factor ETF | $5.2M | 3.0% | 105,798 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $5.2M | 3.0% | 100,262 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $4.3M | 2.5% | 82,120 |
| SPDR SERIES TRUST | $4.3M | 2.5% | 69,841 |
| SDYState Street SPDR S&P Dividend ETF | $4.1M | 2.4% | 28,156 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $3.7M | 2.1% | 30,177 |
| EFGiShares MSCI EAFE Growth ETF | $3.7M | 2.1% | 30,723 |
| GOOGLAlphabet Inc | $3.7M | 2.1% | 10,678 |
| JPMJPMorgan Chase & Co | $3.4M | 1.9% | 10,214 |
| AMZNAmazon.com Inc | $3.2M | 1.8% | 12,827 |
| ISHARES TR | $3.2M | 1.8% | 69,207 |
| JNJJohnson & Johnson | $3M | 1.7% | 11,386 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $3M | 1.7% | 47,797 |
| SPDR SERIES TRUST | $2.8M | 1.6% | 31,777 |
| PANWPalo Alto Networks Inc | $2.7M | 1.6% | 6,875 |
| IXNiShares Global Tech ETF | $2.7M | 1.5% | 17,945 |
| WMTWalmart Inc | $2.4M | 1.4% | 22,687 |
| BLKBlackRock Inc | $2.3M | 1.3% | 2,207 |
| AMDAdvanced Micro Devices Inc | $2.2M | 1.3% | 3,624 |
| UNHUnitedHealth Group Inc | $1.9M | 1.1% | 5,193 |
| LLYEli Lilly and Co | $1.7M | 1.0% | 1,465 |
| HDHome Depot Inc | $1.6M | 0.9% | 5,785 |
| VVisa Inc | $1.6M | 0.9% | 4,455 |
| COSTCostco Wholesale Corp | $1.6M | 0.9% | 1,714 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $1.4M | 0.8% | 28,089 |
| JEPIJPMorgan Equity Premium Income ETF | $1.4M | 0.8% | 25,204 |
| CRWDCrowdStrike Holdings Inc | $1.4M | 0.8% | 5,201 |
| ABBVAbbVie Inc | $1.4M | 0.8% | 5,219 |
| ISHARES TR | $1.4M | 0.8% | 22,080 |
| PLDPrologis Inc | $1.3M | 0.7% | 9,755 |
| XLUState Street Utilities Select Sector SPDR ETF | $1.3M | 0.7% | 31,827 |
| SRLNState Street Blackstone Senior Loan ETF | $1.2M | 0.7% | 30,585 |
| AVGOBroadcom Inc | $1.2M | 0.7% | 3,485 |
| CSCOCisco Systems Inc | $1.2M | 0.7% | 11,307 |
| BLACKROCK ETF TRUST II | $1.2M | 0.7% | 24,215 |
| QCOMQualcomm Inc | $1.2M | 0.7% | 6,324 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $1.1M | 0.6% | 11,827 |
| CRMSalesforce Inc | $1M | 0.6% | 4,446 |
| PPLPPL Corp | $992.3K | 0.6% | 30,170 |
| PMPhilip Morris International Inc | $987.1K | 0.6% | 5,173 |
| XLVState Street Health Care Select Sector SPDR ETF | $980.7K | 0.6% | 5,823 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $910K | 0.5% | 30,755 |
| ASML HLDG NV | $909.5K | 0.5% | 502 |
| TCW ETF TRUST | $889.1K | 0.5% | 24,749 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $888.7K | 0.5% | 11,349 |
| ACWIiShares MSCI ACWI ETF | $877.3K | 0.5% | 5,526 |
| MRKMerck & Co Inc | $844.4K | 0.5% | 5,811 |
| SCHWCharles Schwab Corp | $840.4K | 0.5% | 8,598 |
| PGProcter & Gamble Co | $796.7K | 0.5% | 5,484 |
| IBMInternational Business Machines Corp | $793.3K | 0.5% | 3,607 |
| AMTAmerican Tower Corp | $765.7K | 0.4% | 4,677 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $764.1K | 0.4% | 1,675 |
| UPSUnited Parcel Service Inc | $761.3K | 0.4% | 8,147 |
| ABTAbbott Laboratories | $756.4K | 0.4% | 7,654 |
| DHRDanaher Corp | $751.1K | 0.4% | 3,390 |
| SPYState Street SPDR S&P 500 ETF Trust | $746.6K | 0.4% | 979 |
| ORCLOracle Corp | $724.1K | 0.4% | 5,274 |
| ANETArista Networks Inc | $696.9K | 0.4% | 3,423 |
| GEGeneral Electric Co | $614.3K | 0.4% | 1,967 |
| IUSGiShares Core S&P U.S. Growth ETF | $602K | 0.3% | 3,107 |
| VTIVanguard Total Stock Market ETF | $587.2K | 0.3% | 1,569 |
| LMTLockheed Martin Corp | $587.2K | 0.3% | 1,153 |
| BRK.BBerkshire Hathaway Inc | $584.6K | 0.3% | 1,174 |
| NFLXNetflix Inc | $583.9K | 0.3% | 8,392 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $573.6K | 0.3% | 23,549 |
| GOOGAlphabet Inc | $569K | 0.3% | 1,670 |
| PSAPublic Storage | $562K | 0.3% | 1,987 |
| HDViShares Core High Dividend ETF | $522.8K | 0.3% | 18,697 |
| FDXFedEx Corp | $504.9K | 0.3% | 1,771 |
| GEVGE Vernova Inc | $479K | 0.3% | 504 |
| APHAmphenol Corp | $469K | 0.3% | 5,564 |
| METAMeta Platforms Inc | $467.7K | 0.3% | 645 |
| BXBlackstone Inc | $465.5K | 0.3% | 4,153 |
| HSYHershey Co | $465.4K | 0.3% | 2,953 |
| VTVVanguard Value ETF | $459.8K | 0.3% | 2,128 |
| PEPPepsiCo Inc | $442.7K | 0.3% | 3,493 |
| VIGVanguard Div Appreciation ETF | $416.7K | 0.2% | 1,786 |
| VOOVanguard S&P 500 ETF | $409.8K | 0.2% | 585 |
| DISWalt Disney Co | $403K | 0.2% | 3,842 |
| XOMExxonmobil Holdings Corp | $401.3K | 0.2% | 2,466 |
| AMGNAmgen Inc | $393.3K | 0.2% | 933 |
| AXPAmerican Express Co | $389.9K | 0.2% | 1,282 |
| EATON CORP PLC | $373.4K | 0.2% | 869 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $359.8K | 0.2% | 3,491 |
| MEDTRONIC PLC | $357.6K | 0.2% | 4,144 |
| CGXUCapital Group International Focus Equity ETF | $320.5K | 0.2% | 9,348 |
| IJRiShares Core S&P Small-Cap ETF | $305.1K | 0.2% | 2,243 |
| AMATApplied Materials Inc | $301.2K | 0.2% | 589 |
| MMM3M Co | $295.6K | 0.2% | 1,801 |
| TGTTarget Corp | $294.7K | 0.2% | 1,881 |
| NEARiShares Short Duration Bond Active ETF | $274.2K | 0.2% | 5,499 |
| SNOWSnowflake Inc | $270.6K | 0.2% | 797 |
| IJHiShares Core S&P Mid-Cap ETF | $261.3K | 0.1% | 3,631 |
| QQQInvesco QQQ Trust, Series 1 | $261.1K | 0.1% | 353 |
| MSMorgan Stanley | $251.5K | 0.1% | 1,337 |
| MOAltria Group Inc | $239.1K | 0.1% | 3,551 |
| FNDFSchwab Fundamental International Equity ETF | $239.1K | 0.1% | 4,448 |
| TXNTexas Instruments Inc | $233.9K | 0.1% | 835 |
| BACBank of America Corp | $229.1K | 0.1% | 4,209 |
| CGDVCapital Group Dividend Value ETF | $224.3K | 0.1% | 4,592 |
| IWRiShares Russell Mid-Cap ETF | $218.2K | 0.1% | 2,045 |
| VWOVanguard FTSE Emerging Markets ETF | $217.9K | 0.1% | 3,674 |
| GDGeneral Dynamics Corp | $216.7K | 0.1% | 653 |
| IWMiShares Russell 2000 Index Fund | $211.2K | 0.1% | 760 |
| ISHARES U S ETF TR | $204.3K | 0.1% | 4,117 |
Quarter ending 2026-09-30.
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