Instuitional Investor - Uma Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Uma Financial Services, Inc.
Portfolio Value $718,524,639
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 138,197 $90,271,373 12.56%
2.
Spdr Series Trust
675,168 $51,677,349 7.19%
3.
Ishares Tr - MSCI ACWI EX US
491,882 $33,679,161 4.69%
4.
Dimensional Etf Trust
763,480 $29,745,194 4.14%
5. IEF 135,184 $28,544,169 3.97%