Shum Financial Group, Inc. 13F Holdings
CIK 0002044675 · ALAMEDA, CA
As of Sep 30, 2025, Shum Financial Group, Inc. reported 94 positions worth
CIK 0002044675 · ALAMEDA, CA
As of Sep 30, 2025, Shum Financial Group, Inc. reported 94 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 142,060 | $9.6M | 7.19% |
| APPLE INC | AAPL | Technology | 35,281 | $9.0M | 6.70% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 29,477 | $5.7M | 4.28% |
| MICROSOFT CORP | MSFT | Technology | 10,987 | $5.7M | 4.25% |
| ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGLB | — | 97,260 | $5.0M | 3.74% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 97,019 | $4.5M | 3.35% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 26,070 | $3.7M | 2.72% |
| NVIDIA CORP | NVDA | Technology | 18,881 | $3.5M | 2.63% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 73,452 | $3.4M | 2.57% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 10,541 | $3.3M | 2.48% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 72,909 | $3.2M | 2.40% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 56,376 | $3.1M | 2.33% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 29,203 | $3.1M | 2.28% |
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 46,824 | $2.7M | 2.00% |
| HOME DEPOT INC | HD | Consumer Cyclical | 6,268 | $2.5M | 1.89% |
| AMAZON.COM INC | AMZN | Equity | 11,553 | $2.5M | 1.89% |
| BLACKROCK INC | BLK | Financial Services | 2,174 | $2.5M | 1.89% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 12,471 | $2.3M | 1.73% |
| WALMART INC | WMT | Consumer Defensive | 21,940 | $2.3M | 1.69% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 19,006 | $2.2M | 1.61% |
| ALPHABET INC | GOOGL | Equity | 8,900 | $2.2M | 1.61% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF | MDYV | — | 25,764 | $2.1M | 1.60% |
| ISHARES GLOBAL TECH ETF | IXN | — | 19,100 | $2.0M | 1.47% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 4,748 | .6M | 1.22% |
| ORACLE CORP | ORCL | Technology | 5,431 | .5M | 1.14% |