Shum Financial Group as of March 31, 2026
Portfolio Holdings for Shum Financial Group
Shum Financial Group holds 93 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.7 | $12M | 49k | 253.79 | |
| Ishares Tr Eafe Value Etf (EFV) | 7.9 | $11M | 150k | 74.35 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.2 | $5.9M | 31k | 191.81 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 3.5 | $4.9M | 100k | 49.63 | |
| Spdr Series Trust State Street Spd (SPSM) | 3.3 | $4.7M | 96k | 48.32 | |
| Microsoft Corporation (MSFT) | 3.2 | $4.6M | 12k | 370.16 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 2.8 | $4.0M | 86k | 46.23 | |
| Spdr Series Trust State Street Spd (SDY) | 2.7 | $3.8M | 26k | 145.94 | |
| NVIDIA Corporation (NVDA) | 2.6 | $3.7M | 22k | 174.40 | |
| Spdr Index Shs Fds State Street Spd (SPEM) | 2.6 | $3.7M | 79k | 46.91 | |
| Spdr Series Trust State Street Spd (SPYV) | 2.6 | $3.6M | 64k | 56.58 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $3.1M | 10k | 294.17 | |
| Spdr Series Trust State Street Spd (SPYG) | 2.0 | $2.9M | 29k | 97.91 | |
| Johnson & Johnson (JNJ) | 2.0 | $2.8M | 12k | 244.43 | |
| Spdr Series Trust State Street Spd (SPMD) | 2.0 | $2.8M | 48k | 59.22 | |
| Wal-Mart Stores (WMT) | 2.0 | $2.8M | 22k | 124.28 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $2.7M | 9.6k | 287.56 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 1.9 | $2.7M | 24k | 111.37 | |
| Amazon (AMZN) | 1.8 | $2.6M | 12k | 208.27 | |
| Spdr Series Trust State Street Spd (MDYV) | 1.8 | $2.5M | 29k | 85.15 | |
| Blackrock (BLK) | 1.5 | $2.1M | 2.2k | 961.63 | |
| Home Depot (HD) | 1.4 | $2.0M | 6.2k | 328.89 | |
| Ishares Tr Global Tech Etf (IXN) | 1.3 | $1.9M | 19k | 99.97 | |
| Costco Wholesale Corporation (COST) | 1.2 | $1.7M | 1.7k | 996.43 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 1.0 | $1.5M | 32k | 45.89 | |
| UnitedHealth (UNH) | 1.0 | $1.4M | 5.2k | 270.59 | |
| Eli Lilly & Co. (LLY) | 1.0 | $1.4M | 1.5k | 919.77 | |
| Visa Com Cl A (V) | 0.9 | $1.3M | 4.4k | 302.26 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.9 | $1.3M | 22k | 59.19 | |
| Prologis (PLD) | 0.9 | $1.3M | 9.5k | 132.17 | |
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.9 | $1.2M | 30k | 40.14 | |
| PPL Corporation (PPL) | 0.8 | $1.2M | 31k | 38.20 | |
| Abbvie (ABBV) | 0.8 | $1.1M | 5.2k | 217.47 | |
| Ssga Active Tr State Street Dou (EMTL) | 0.7 | $1.1M | 25k | 42.56 | |
| Palo Alto Networks (PANW) | 0.7 | $1.0M | 6.5k | 160.32 | |
| Tcw Etf Trust Core Plus Bond (FIXT) | 0.7 | $955k | 25k | 37.89 | |
| Procter & Gamble Company (PG) | 0.7 | $944k | 6.5k | 144.45 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $917k | 5.4k | 169.64 | |
| Broadcom (AVGO) | 0.6 | $885k | 2.9k | 309.51 | |
| International Business Machines (IBM) | 0.6 | $875k | 3.6k | 242.39 | |
| Cisco Systems (CSCO) | 0.6 | $875k | 11k | 77.59 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $869k | 11k | 82.75 | |
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.6 | $859k | 17k | 50.98 | |
| Philip Morris International (PM) | 0.6 | $852k | 5.2k | 165.34 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.6 | $846k | 5.8k | 146.61 | |
| Netflix (NFLX) | 0.6 | $845k | 8.8k | 96.15 | |
| Qualcomm (QCOM) | 0.6 | $826k | 6.4k | 128.78 | |
| Abbott Laboratories (ABT) | 0.6 | $825k | 8.0k | 102.66 | |
| United Parcel Svcs CL B (UPS) | 0.6 | $814k | 8.3k | 98.38 | |
| Oracle Corporation (ORCL) | 0.6 | $807k | 5.5k | 147.11 | |
| salesforce (CRM) | 0.6 | $796k | 4.3k | 186.67 | |
| American Tower Reit (AMT) | 0.5 | $770k | 4.5k | 172.59 | |
| FedEx Corporation (FDX) | 0.5 | $734k | 2.1k | 356.18 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $716k | 1.2k | 604.39 | |
| Merck & Co (MRK) | 0.5 | $716k | 6.0k | 120.29 | |
| Pepsi (PEP) | 0.5 | $679k | 4.4k | 155.30 | |
| Advanced Micro Devices (AMD) | 0.5 | $669k | 3.3k | 203.43 | |
| Chevron Corporation (CVX) | 0.5 | $641k | 3.1k | 206.90 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $637k | 4.6k | 138.36 | |
| Hershey Company (HSY) | 0.4 | $614k | 3.0k | 207.89 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $593k | 6.3k | 93.99 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $577k | 1.2k | 479.20 | |
| Walt Disney Company (DIS) | 0.4 | $574k | 6.0k | 96.38 | |
| Ge Aerospace Com New (GE) | 0.4 | $557k | 2.0k | 283.80 | |
| Spdr Series Trust State Street Spd (SPAB) | 0.4 | $543k | 21k | 25.62 | |
| Public Storage (PSA) | 0.4 | $533k | 2.0k | 270.94 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $531k | 9.4k | 56.68 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $522k | 1.6k | 320.81 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $487k | 3.6k | 135.72 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $479k | 4.2k | 114.99 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $453k | 1.2k | 390.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $436k | 1.5k | 286.86 | |
| American Express Company (AXP) | 0.3 | $407k | 1.3k | 302.48 | |
| Ge Vernova (GEV) | 0.3 | $407k | 466.00 | 872.90 | |
| Medtronic SHS (MDT) | 0.3 | $390k | 4.5k | 86.65 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $378k | 579.00 | 652.94 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $377k | 1.8k | 215.08 | |
| Target Corporation (TGT) | 0.3 | $365k | 3.0k | 121.18 | |
| Honeywell International (HON) | 0.3 | $357k | 1.6k | 226.03 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $347k | 263.00 | 1320.83 | |
| Amgen (AMGN) | 0.2 | $337k | 957.00 | 351.85 | |
| McDonald's Corporation (MCD) | 0.2 | $333k | 1.1k | 310.75 | |
| Meta Platforms Cl A (META) | 0.2 | $311k | 544.00 | 572.13 | |
| Arista Networks Com Shs (ANET) | 0.2 | $309k | 2.5k | 122.78 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $303k | 3.2k | 95.62 | |
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.2 | $281k | 5.5k | 50.84 | |
| 3M Company (MMM) | 0.2 | $267k | 1.8k | 145.23 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $245k | 3.6k | 67.53 | |
| Altria (MO) | 0.2 | $236k | 3.6k | 65.99 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $221k | 1.8k | 124.31 | |
| Morgan Stanley Com New (MS) | 0.2 | $220k | 1.3k | 164.57 | |
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $207k | 4.1k | 50.34 | |
| General Dynamics Corporation (GD) | 0.1 | $206k | 601.00 | 343.08 |
