Shum Financial Group, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| American Tower Corp | $727.2K | 0.5% |
| Walt Disney Co | $696.5K | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $682.0K | 0.5% |
| Merck & Co., Inc. | $635.8K | 0.5% |
| ADVANCED MICRO DEVICES INC | $633.7K | 0.5% |
| PEPSICO INC | $628.7K | 0.5% |
| FedEx Corp | $624.8K | 0.5% |
| Blackstone Inc | $623.6K | 0.4% |
| CHEVRON CORP | $616.3K | 0.4% |
| ISHARES TR | $614.3K | 0.4% |
| GENERAL ELECTRIC CO | $610.6K | 0.4% |
| Warren E. Buffett | $597.7K | 0.4% |
| LOCKHEED MARTIN CORP | $573.1K | 0.4% |
| SCHWAB CHARLES CORP | $567.9K | 0.4% |
| VANGUARD INDEX FDS | $545.1K | 0.4% |
| CrowdStrike Holdings, Inc. | $544.7K | 0.4% |
| SPDR SERIES TRUST | $538.0K | 0.4% |
| HERSHEY CO | $537.4K | 0.4% |
| Public Storage | $513.2K | 0.4% |
| AMERICAN EXPRESS CO | $498.7K | 0.4% |
| J P MORGAN EXCHANGE TRADED F | $483.5K | 0.3% |
| Medtronic plc | $463.2K | 0.3% |
| ISHARES TR | $416.0K | 0.3% |
| ISHARES TR | $396.4K | 0.3% |
| VANGUARD SPECIALIZED FUNDS | $383.5K | 0.3% |
| Alphabet Inc. | $373.4K | 0.3% |
| MCDONALD'S CORP | $332.1K | 0.2% |
| HONEYWELL INTERNATIONAL INC | $327.8K | 0.2% |
| AMGEN INC | $320.4K | 0.2% |
| GE Vernova Inc. | $314.4K | 0.2% |
| Arista Networks, Inc.ANET | $313.6K | 0.2% |
| TARGET CORP | $300.0K | 0.2% |
| 3M CO | $292.5K | 0.2% |
| ISHARES U S ETF TR | $288.7K | 0.2% |
| ISHARES TR | $270.3K | 0.2% |
| Meta Platforms Inc | $246.2K | 0.2% |
| ISHARES TR | $239.6K | 0.2% |
| Morgan Stanley | $238.6K | 0.2% |
| ASML HOLDING N V | $217.2K | 0.2% |
| ISHARES TR | $207.4K | 0.1% |
| ALTRIA GROUP, INC. | $206.3K | 0.1% |
| GENERAL DYNAMICS CORP | $200.2K | 0.1% |