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
+7.35%
-15.47%
3,154,147.7
Hardware
QUAL
iShares MSCI USA Quality Factor ETF
29,250
4,998.5
+0.16%
4.330
+0.01%
0.010
+14.25%
+3.80%
53,112.1
 
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
+2.70%
+2.35%
2,329.7
 
EFV
iShares MSCI EAFE Value ETF
80,721
4,757.7
+1.67%
4.120
+0.07%
0.020
+10.12%
+22.88%
25,947.4
 
MSFT
Microsoft Corp
10,881
4,084.5
+3.00%
3.530
+0.10%
0.000
+38.94%
+21.47%
3,790,969.0
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
+16.57%
-2.16%
11,667.3
 
SDY
SPDR Dividend ETF
25,705
3,487.7
-0.70%
3.020
-0.02%
0.020
+7.85%
+6.32%
20,336.1
 
SPEM
SPDR Portfolio Emerging Markets ETF
74,594
2,936.8
+2.64%
2.540
+0.07%
0.030
+16.74%
+14.83%
12,541.0
 
SPYV
SPDR Portfolio S&P 500 Value ETF
52,660
2,689.3
+2.22%
2.330
+0.05%
0.010
+11.76%
+4.26%
26,844.9
 
JPM
JPMorgan Chase & Co
10,919
2,678.5
+0.12%
2.320
0%
0.000
+26.17%
+23.48%
800,897.6
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
$282.65
-44.71%
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
$704.28
9.16%
New holding
354
354
GOOG
Alphabet Inc
2025-03-31
Sold Out
Sold Out
-0.18%
●
156.06 ($183.12) 207.71
$185.94
1.54%
Sold Out
0
-1,114
MDLZ
Mondelez International Inc
2025-03-31
New Buy
New Buy
+0.17%
●
56.12 ($61.63) 68.15
$69.81
13.27%
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
$50.91
0.19%
Reduce -28.84%
9,769
-3,959
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.10%
●
375.39 ($407.71) 447.2
$510.05
25.10%
Add 3%
10,881
317
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.10%
●
167.43 ($211.65) 244.7
$283.34
33.87%
Add 71.41%
1,709
712
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.07%
●
154.33 ($181.36) 206.38
$185.06
2.04%
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
$63.10
11.54%
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
$43.50
10.91%
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

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