SF

Shum Financial Group, Inc.

13F
Shum Financial Group, Inc.
Last update 2025-04-22 89 Stocks (2 new)
Value $116.00 Mil Turnover 2 %
Countries:
Top Holdings: AAPL(6.71%)QUAL(4.33%)IGLB(4.28%)EFV(4.12%)MSFT(3.53%)
Summary Stock Picks Current Portfolio
Shum Financial Group, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
34,925
7,757.9
+0.34%
6.710
+0.02%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
QUAL
iShares MSCI USA Quality Factor ETF
29,250
4,998.5
+0.16%
4.330
+0.01%
0.010
+14.04%
+5.05%
53,508.3
 
IGLB
iShares 10 Year Investment Grade Corporate Bond ETF
iShares 10 Year Investment Grade Corporate Bond ETF
98,524
4,948.9
+0.70%
4.280
+0.03%
0.200
+3.83%
+3.16%
2,353.1
 
EFV
iShares MSCI EAFE Value ETF
80,721
4,757.7
+1.67%
4.120
+0.07%
0.020
+12.78%
+28.28%
27,087.9
 
MSFT
Microsoft Corp
10,881
4,084.5
+3.00%
3.530
+0.10%
0.000
+35.37%
+20.48%
3,759,901.0
Software
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
99,612
4,060.2
+0.81%
3.510
+0.03%
0.040
+16.99%
-0.19%
11,909.5
 
SDY
SPDR Dividend ETF
25,705
3,487.7
-0.70%
3.020
-0.02%
0.020
+8.70%
+7.44%
20,523.7
 
SPEM
SPDR Portfolio Emerging Markets ETF
74,594
2,936.8
+2.64%
2.540
+0.07%
0.030
+15.59%
+16.70%
12,745.7
 
SPYV
SPDR Portfolio S&P 500 Value ETF
52,660
2,689.3
+2.22%
2.330
+0.05%
0.010
+12.04%
+5.84%
27,326.2
 
JPM
JPMorgan Chase & Co
10,919
2,678.5
+0.12%
2.320
0%
0.000
+23.79%
+25.81%
815,993.3
Banks

Shum Financial Group, Inc.'s Historical Top Holdings Breakdowns

Shum Financial Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH
UnitedHealth Group Inc
2025-03-31
Add
Add
+0.32%
●
461.52 ($511.2) 548.18
$292.51
-42.78%
Add 18.88%
4,471
710
META
Meta Platforms Inc
2025-03-31
New Buy
New Buy
+0.18%
●
576.36 ($645.17) 736.67
$713.58
10.60%
New holding
354
354
GOOG
Alphabet Inc
2025-03-31
Sold Out
Sold Out
-0.18%
●
156.06 ($183.12) 207.71
$191.51
4.58%
Sold Out
0
-1,114
MDLZ
Mondelez International Inc
2025-03-31
New Buy
New Buy
+0.17%
●
56.12 ($61.63) 68.15
$70.17
13.86%
New holding
2,966
2,966
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
2025-03-31
Reduce
Reduce
-0.17%
●
50.72 ($50.82) 50.92
$50.94
0.24%
Reduce -28.84%
9,769
-3,959
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.10%
●
375.39 ($407.71) 447.2
$505.87
24.08%
Add 3%
10,881
317
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.10%
●
167.43 ($211.65) 244.7
$283.69
34.04%
Add 71.41%
1,709
712
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.07%
●
154.33 ($181.36) 206.38
$190.23
4.89%
Add 6.03%
8,718
496
EFV
iShares MSCI EAFE Value ETF
2025-03-31
Add
Add
+0.07%
●
51.88 ($56.57) 60.73
$65.87
16.44%
Add 1.67%
80,721
1,324
SPEM
SPDR Portfolio Emerging Markets ETF
2025-03-31
Add
Add
+0.07%
●
37.07 ($39.22) 40.63
$44.21
12.72%
Add 2.64%
74,594
1,916

Shum Financial Group, Inc. Total Holding History ($B)

To

Shum Financial Group, Inc.'s Asset Allocation

To

Shum Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Shum Financial Group, Inc.'s Hypothetical Growth since 2025-03-31

Shum Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Shum Financial Group, Inc.'s Holdings Heat Map

Size field:

Shum Financial Group, Inc.'s Holdings Bubble Chart

Shum Financial Group, Inc. News

  • 1

Discussions on Shum Financial Group, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.