Uptown Financial Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $13.79M | 11.7% |
| VANGUARD INDEX FDS | $9.26M | 7.9% |
| ISHARES TR | $8.82M | 7.5% |
| SPDR SERIES TRUST | $8.26M | 7.0% |
| VANGUARD BD INDEX FDS | $7.16M | 6.1% |
| SPDR INDEX SHS FDS | $6.70M | 5.7% |
| SPDR SERIES TRUST | $5.16M | 4.4% |
| VANGUARD BD INDEX FDS | $4.01M | 3.4% |
| SCHWAB STRATEGIC TR | $3.82M | 3.3% |
| VANGUARD INDEX FDS | $3.63M | 3.1% |
| VANGUARD TAX-MANAGED FDS | $3.35M | 2.9% |
| VANGUARD WORLD FD | $3.14M | 2.7% |
| VANGUARD INTL EQUITY INDEX F | $2.76M | 2.3% |
| SPDR S&P 500 ETF TR | $2.48M | 2.1% |
| Energy Transfer LPET | $2.15M | 1.8% |
| NVIDIA Corp | $1.83M | 1.6% |
| ISHARES TR | $1.78M | 1.5% |
| SELECT SECTOR SPDR TR | $1.76M | 1.5% |
| iShares MSCI UAE ETF | $1.69M | 1.4% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $1.54M | 1.3% |
| VANGUARD CHARLOTTE FDS | $1.32M | 1.1% |
| VANGUARD WHITEHALL FDS | $1.02M | 0.9% |
| JANUS DETROIT STR TR | $974.6K | 0.8% |
| ISHARES TR | $954.4K | 0.8% |
| MICROSOFT CORP | $908.7K | 0.8% |
| ISHARES TR | $898.2K | 0.8% |
| SPDR INDEX SHS FDS | $893.6K | 0.8% |
| Meta Platforms Inc | $829.7K | 0.7% |
| VANGUARD INDEX FDS | $716.9K | 0.6% |
| ISHARES INC | $707.2K | 0.6% |
| SPDR SERIES TRUST | $695.0K | 0.6% |
| Broadcom Inc. | $659.3K | 0.6% |
| SCHWAB STRATEGIC TR | $623.6K | 0.5% |
| ISHARES TR | $591.0K | 0.5% |
| ISHARES TR | $565.2K | 0.5% |
| ISHARES TR | $488.0K | 0.4% |
| VANGUARD INDEX FDS | $460.3K | 0.4% |
| AbbVie Inc. | $437.1K | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $431.5K | 0.4% |
| Apple Inc. | $424.9K | 0.4% |
| ISHARES TR | $416.9K | 0.4% |
| AMERICAN EXPRESS CO | $416.9K | 0.4% |
| JOHNSON & JOHNSON | $380.2K | 0.3% |
| VANGUARD INDEX FDS | $378.7K | 0.3% |
| SCHWAB STRATEGIC TR | $374.3K | 0.3% |
| BARINGS CORPORATE INVESTORSMCI | $373.8K | 0.3% |
| SCHWAB STRATEGIC TR | $366.2K | 0.3% |
| VANGUARD WORLD FD | $365.6K | 0.3% |
| Nuveen Quality Municipal Income FundNAD | $364.7K | 0.3% |
| ISHARES TR | $341.2K | 0.3% |