Shum Financial Group

Shum Financial Group as of Sept. 30, 2025

Portfolio Holdings for Shum Financial Group

Shum Financial Group holds 94 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Eafe Value Etf (EFV) 7.2 $9.6M 142k 67.83
Apple (AAPL) 6.7 $9.0M 35k 254.63
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.3 $5.7M 30k 194.50
Microsoft Corporation (MSFT) 4.2 $5.7M 11k 517.97
Ishares Tr 10+ Yr Invst Grd (IGLB) 3.7 $5.0M 97k 51.54
Spdr Series Trust Portfolio S&p600 (SPSM) 3.4 $4.5M 97k 46.32
Spdr Series Trust S&p Divid Etf (SDY) 2.7 $3.7M 26k 140.05
NVIDIA Corporation (NVDA) 2.6 $3.5M 19k 186.58
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.6 $3.4M 74k 46.81
JPMorgan Chase & Co. (JPM) 2.5 $3.3M 11k 315.44
Ishares Tr Msci Intl Qualty (IQLT) 2.4 $3.2M 73k 44.19
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 2.3 $3.1M 56k 55.33
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 2.3 $3.1M 29k 104.51
Spdr Series Trust Portfolio S&p400 (SPMD) 2.0 $2.7M 47k 57.19
Home Depot (HD) 1.9 $2.5M 6.3k 405.19
Amazon (AMZN) 1.9 $2.5M 12k 219.57
Blackrock (BLK) 1.9 $2.5M 2.2k 1165.78
Johnson & Johnson (JNJ) 1.7 $2.3M 13k 185.42
Wal-Mart Stores (WMT) 1.7 $2.3M 22k 103.06
Ishares Tr Eafe Grwth Etf (EFG) 1.6 $2.2M 19k 113.88
Alphabet Cap Stk Cl A (GOOGL) 1.6 $2.2M 8.9k 243.10
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 1.6 $2.1M 26k 83.41
Ishares Tr Global Tech Etf (IXN) 1.5 $2.0M 19k 103.21
UnitedHealth (UNH) 1.2 $1.6M 4.7k 345.30
Oracle Corporation (ORCL) 1.1 $1.5M 5.4k 281.24
Costco Wholesale Corporation (COST) 1.1 $1.5M 1.6k 925.63
Visa Com Cl A (V) 1.1 $1.5M 4.3k 341.40
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.0 $1.4M 16k 87.21
Ishares Tr Cre U S Reit Etf (USRT) 1.0 $1.3M 22k 58.72
Abbvie (ABBV) 0.9 $1.2M 5.3k 231.52
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.9 $1.2M 30k 41.58
Eli Lilly & Co. (LLY) 0.9 $1.2M 1.6k 763.00
PPL Corporation (PPL) 0.9 $1.2M 31k 37.16
Palo Alto Networks (PANW) 0.8 $1.1M 5.4k 203.62
Abbott Laboratories (ABT) 0.8 $1.1M 8.1k 133.94
Qualcomm (QCOM) 0.8 $1.1M 6.3k 166.36
Prologis (PLD) 0.8 $1.1M 9.2k 114.51
Tcw Etf Trust Core Plus Bond (FIXT) 0.8 $1.0M 27k 38.67
Procter & Gamble Company (PG) 0.8 $1.0M 6.6k 153.65
International Business Machines (IBM) 0.8 $1.0M 3.6k 282.16
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 0.7 $1.0M 23k 43.91
salesforce (CRM) 0.7 $993k 4.2k 237.00
Netflix (NFLX) 0.7 $985k 822.00 1198.44
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $870k 10k 84.11
Philip Morris International (PM) 0.6 $864k 5.3k 162.20
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.6 $803k 5.8k 139.17
Cisco Systems (CSCO) 0.6 $776k 11k 68.42
Exxon Mobil Corporation (XOM) 0.6 $772k 6.8k 112.74
American Tower Reit (AMT) 0.5 $730k 3.8k 192.34
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $725k 14k 51.04
Walt Disney Company (DIS) 0.5 $706k 6.2k 114.50
Blackstone Group Inc Com Cl A (BX) 0.5 $635k 3.7k 170.85
Chevron Corporation (CVX) 0.5 $631k 4.1k 155.29
Pepsi (PEP) 0.5 $621k 4.4k 140.45
Lockheed Martin Corporation (LMT) 0.4 $602k 1.2k 499.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $599k 1.2k 502.74
Ge Aerospace Com New (GE) 0.4 $597k 2.0k 300.85
Hershey Company (HSY) 0.4 $571k 3.1k 187.05
Public Storage (PSA) 0.4 $567k 2.0k 288.81
Broadcom (AVGO) 0.4 $551k 1.7k 329.91
Crowdstrike Hldgs Cl A (CRWD) 0.4 $550k 1.1k 490.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $534k 1.6k 328.17
Ishares Tr Msci Acwi Etf (ACWI) 0.4 $529k 3.8k 138.22
FedEx Corporation (FDX) 0.4 $516k 2.2k 235.81
Spdr Series Trust Portfolio Agrgte (SPAB) 0.4 $514k 20k 25.85
Merck & Co (MRK) 0.4 $511k 6.1k 83.93
United Parcel Service CL B (UPS) 0.4 $489k 5.9k 83.53
Medtronic SHS (MDT) 0.4 $486k 5.1k 95.24
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $477k 8.4k 57.10
Advanced Micro Devices (AMD) 0.4 $471k 2.9k 161.79
American Express Company (AXP) 0.3 $442k 1.3k 332.16
Charles Schwab Corporation (SCHW) 0.3 $428k 4.5k 95.48
Ishares Tr Core High Dv Etf (HDV) 0.3 $414k 3.4k 122.45
Ishares U S Etf Tr Short Duration B (NEAR) 0.3 $411k 8.0k 51.28
Ishares Tr Core S&p500 Etf (IVV) 0.3 $387k 579.00 668.97
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $373k 1.7k 215.80
Honeywell International (HON) 0.3 $354k 1.7k 210.50
McDonald's Corporation (MCD) 0.2 $327k 1.1k 303.78
Ge Vernova (GEV) 0.2 $296k 482.00 614.90
Target Corporation (TGT) 0.2 $290k 3.2k 89.70
Alphabet Cap Stk Cl C (GOOG) 0.2 $290k 1.2k 243.55
Amgen (AMGN) 0.2 $282k 998.00 282.20
3M Company (MMM) 0.2 $281k 1.8k 155.14
Ishares U S Etf Tr Short Maturity M (MEAR) 0.2 $276k 5.5k 50.51
Meta Platforms Cl A (META) 0.2 $275k 375.00 734.38
Altria (MO) 0.2 $254k 3.8k 66.06
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $237k 3.6k 65.26
Arista Networks Com Shs (ANET) 0.2 $234k 1.6k 145.71
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $226k 2.4k 92.96
Morgan Stanley Com New (MS) 0.2 $214k 1.3k 158.96
Moody's Corporation (MCO) 0.2 $211k 443.00 476.48
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $205k 1.7k 118.83
Automatic Data Processing (ADP) 0.2 $204k 694.00 293.50
General Dynamics Corporation (GD) 0.2 $203k 594.00 341.24