Instuitional Investor - Uma Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Uma Financial Services, Inc.
Portfolio Value $702,571,448
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 135,468 $90,668,645 12.91%
2.
Spdr Series Trust
403,677 $31,624,080 4.5%
3.
Blackrock Etf Trust
504,353 $29,857,677 4.25%
4.
Dimensional Etf Trust
757,557 $27,537,181 3.92%
5. VLUE 133,302 $25,927,280 3.69%