Shum Financial Group, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $10.52M | 7.6% |
| Apple Inc. | $9.30M | 6.7% |
| iShares MSCI UAE ETF | $5.98M | 4.3% |
| MICROSOFT CORP | $5.43M | 3.9% |
| iShares MSCI UAE ETF | $4.96M | 3.6% |
| SPDR SERIES TRUST | $4.51M | 3.2% |
| ISHARES TR | $3.76M | 2.7% |
| SPDR SERIES TRUST | $3.69M | 2.7% |
| SPDR INDEX SHS FDS | $3.62M | 2.6% |
| NVIDIA Corp | $3.58M | 2.6% |
| SPDR SERIES TRUST | $3.47M | 2.5% |
| JPMORGAN CHASE & CO | $3.37M | 2.4% |
| SPDR SERIES TRUST | $3.11M | 2.2% |
| Alphabet Inc. | $2.87M | 2.1% |
| Amazon.com Inc | $2.76M | 2.0% |
| SPDR SERIES TRUST | $2.74M | 2.0% |
| ISHARES TR | $2.55M | 1.8% |
| JOHNSON & JOHNSON | $2.51M | 1.8% |
| Walmart Inc. | $2.51M | 1.8% |
| SPDR SERIES TRUST | $2.38M | 1.7% |
| BlackRock, Inc. | $2.34M | 1.7% |
| HOME DEPOT, INC. | $2.15M | 1.5% |
| ISHARES TR | $2.00M | 1.4% |
| ELI LILLY & Co | $1.69M | 1.2% |
| UNITEDHEALTH GROUP INC | $1.68M | 1.2% |
| Visa Inc | $1.56M | 1.1% |
| COSTCO WHOLESALE CORP /NEW | $1.41M | 1.0% |
| SELECT SECTOR SPDR TR | $1.35M | 1.0% |
| ISHARES TR | $1.27M | 0.9% |
| SSGA ACTIVE ETF TR | $1.24M | 0.9% |
| Prologis Inc | $1.21M | 0.9% |
| AbbVie Inc. | $1.19M | 0.9% |
| Salesforce Inc | $1.12M | 0.8% |
| QUALCOMM INC/DE | $1.09M | 0.8% |
| PPL Corp | $1.09M | 0.8% |
| Palo Alto Networks Inc | $1.08M | 0.8% |
| ORACLE CORP | $1.07M | 0.8% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.07M | 0.8% |
| SSGA Active Trust | $1.01M | 0.7% |
| ABBOTT LABORATORIES | $1.01M | 0.7% |
| TCW ETF TRUST | $1.01M | 0.7% |
| PROCTER & GAMBLE Co | $943.3K | 0.7% |
| Broadcom Inc. | $942.8K | 0.7% |
| SELECT SECTOR SPDR TR | $895.2K | 0.6% |
| VANGUARD SCOTTSDALE FDS | $894.6K | 0.6% |
| CISCO SYSTEMS, INC. | $869.6K | 0.6% |
| Philip Morris International Inc. | $839.2K | 0.6% |
| Netflix Inc | $818.4K | 0.6% |
| United Parcel Service Inc | $792.7K | 0.6% |
| EXXON MOBIL CORP | $755.4K | 0.5% |