Uptown Financial Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $954.4K | 0.8% |
| JANUS DETROIT STR TR | $974.6K | 0.8% |
| VANGUARD WHITEHALL FDS | $1.02M | 0.9% |
| VANGUARD CHARLOTTE FDS | $1.32M | 1.1% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $1.54M | 1.3% |
| iShares MSCI UAE ETF | $1.69M | 1.4% |
| SELECT SECTOR SPDR TR | $1.76M | 1.5% |
| ISHARES TR | $1.78M | 1.5% |
| NVIDIA Corp | $1.83M | 1.6% |
| Energy Transfer LPET | $2.15M | 1.8% |
| SPDR S&P 500 ETF TR | $2.48M | 2.1% |
| VANGUARD INTL EQUITY INDEX F | $2.76M | 2.3% |
| VANGUARD WORLD FD | $3.14M | 2.7% |
| VANGUARD TAX-MANAGED FDS | $3.35M | 2.9% |
| VANGUARD INDEX FDS | $3.63M | 3.1% |
| SCHWAB STRATEGIC TR | $3.82M | 3.3% |
| VANGUARD BD INDEX FDS | $4.01M | 3.4% |
| SPDR SERIES TRUST | $5.16M | 4.4% |
| SPDR INDEX SHS FDS | $6.70M | 5.7% |
| VANGUARD BD INDEX FDS | $7.16M | 6.1% |
| SPDR SERIES TRUST | $8.26M | 7.0% |
| ISHARES TR | $8.82M | 7.5% |
| VANGUARD INDEX FDS | $9.26M | 7.9% |
| VANGUARD INDEX FDS | $13.79M | 11.7% |