Instuitional Investor - Uma Financial Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | Uma Financial Services, Inc. |
| Portfolio Value | $636,784,038 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 134,713 | $83,643,199 | 13.14% | |
| 2. | Ishares Tr - MSCI USA QLT FCT | 153,841 | $28,125,177 | 4.42% | |
| 3. | Spdr Series Trust | 382,317 | $27,790,658 | 4.36% | |
| 4. | Dimensional Etf Trust | 744,985 | $25,754,124 | 4.04% | |
| 5. | Ishares Tr - EAFE VALUE ETF | 384,065 | $24,380,416 | 3.83% |
