Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
UMA FINANCIAL SERVICES INC 01-14-2020 12-31-2019 114 244,245,577,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $53,923,000 163,686 23.99 24.69 3,267 2.04 12-31-2019
ISHARES TR CORE MSCI EAFE 2 $16,603,000 253,050 7.39 7.56 12,540 5.21 12-31-2019
ISHARES TR CORE S&P TTL STK 3 $15,292,000 206,647 6.80 7.20 -1,179 -0.57 12-31-2019
ISHARES INC CORE MSCI EMKT 4 $7,275,000 131,228 3.24 2.90 17,137 15.02 12-31-2019
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