SHUM FINANCIAL GROUP, INC.

Filed: 4/22/2025ACC: 0002044675-25-000002

📋 What this filing means

SHUM FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $115.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$115.56M

Total AUM (reported)

1.23M

Total Shares

Allocation by class

COM$58.10M50.3%

MSCI USA QLT FCT$5.00M4.3%

10+ YR INVST GRD$4.95M4.3%

EAFE VALUE ETF$4.76M4.1%

PORTFOLIO S&P600$4.06M3.5%

S&P DIVID ETF$3.49M3.0%

PORTFOLIO EMG MK$2.94M2.5%

Portfolio Concentration

Top 3$17.71M15.3%

4–10$24.69M21.4%

11–25$30.37M26.3%

Rest$42.79M37.0%

Top 3 weight

15.3%

Top 10 weight

36.7%

Voting Authority Distribution

Total shares with voting rights: 1.23M

Sole

Full voting authority

2.06K

% of voting shares0.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.22M

% of voting shares99.8%

Investment Discretion (by position count)

Sole89

Shared0

Other0

Dominant voting typeNone · 99.8% of voting shares

Institutional Holdings89

Rows:

APPLE INC

SOLE

COM

Shares34.92K

TypeSH

Market value$7.76M

6.71%

Sole

542.00

Shared

0.00

None

34.38K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares29.25K

TypeSH

Market value$5.00M

4.33%

Sole

43.00

Shared

0.00

None

29.21K

ISHARES TR

SOLE

10+ YR INVST GRD

Shares98.52K

TypeSH

Market value$4.95M

4.28%

Sole

115.00

Shared

0.00

None

98.41K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares80.72K

TypeSH

Market value$4.76M

4.12%

Sole

103.00

Shared

0.00

None

80.62K

MICROSOFT CORP

SOLE

COM

Shares10.88K

TypeSH

Market value$4.08M

3.53%

Sole

0.00

Shared

0.00

None

10.88K

SPDR SER TR

SOLE

PORTFOLIO S&P600

Shares99.61K

TypeSH

Market value$4.06M

3.51%

Sole

61.00

Shared

0.00

None

99.55K

SPDR SER TR

SOLE

S&P DIVID ETF

Shares25.70K

TypeSH

Market value$3.49M

3.02%

Sole

21.00

Shared

0.00

None

25.68K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO EMG MK

Shares74.59K

TypeSH

Market value$2.94M

2.54%

Sole

68.00

Shared

0.00

None

74.53K

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares52.66K

TypeSH

Market value$2.69M

2.33%

Sole

169.00

Shared

0.00

None

52.49K

JPMORGAN CHASE & CO.

SOLE

COM

Shares10.92K

TypeSH

Market value$2.68M

2.32%

Sole

0.00

Shared

0.00

None

10.92K

ISHARES TR

SOLE

MSCI INTL QUALTY

Shares65.24K

TypeSH

Market value$2.59M

2.24%

Sole

127.00

Shared

0.00

None

65.11K

SPDR SER TR

SOLE

PORTFOLIO S&P400

Shares47.65K

TypeSH

Market value$2.44M

2.11%

Sole

55.00

Shared

0.00

None

47.59K

SPDR SER TR

SOLE

PRTFLO S&P500 GW

Shares30.31K

TypeSH

Market value$2.44M

2.11%

Sole

86.00

Shared

0.00

None

30.23K

JOHNSON & JOHNSON

SOLE

COM

Shares14.30K

TypeSH

Market value$2.37M

2.05%

Sole

0.00

Shared

0.00

None

14.30K

UNITEDHEALTH GROUP INC

SOLE

COM

Shares4.47K

TypeSH

Market value$2.34M

2.03%

Sole

0.00

Shared

0.00

None

4.47K

AMAZON COM INC

SOLE

COM

Shares11.47K

TypeSH

Market value$2.18M

1.89%

Sole

57.00

Shared

0.00

None

11.41K

BLACKROCK INC

SOLE

COM

Shares2.17K

TypeSH

Market value$2.06M

1.78%

Sole

0.00

Shared

0.00

None

2.17K

NVIDIA CORPORATION

SOLE

COM

Shares18.51K

TypeSH

Market value$2.01M

1.74%

Sole

26.00

Shared

0.00

None

18.48K

HOME DEPOT INC

SOLE

COM

Shares5.33K

TypeSH

Market value$1.95M

1.69%

Sole

0.00

Shared

0.00

None

5.33K

WALMART INC

SOLE

COM

Shares21.89K

TypeSH

Market value$1.92M

1.66%

Sole

0.00

Shared

0.00

None

21.89K

SPDR SER TR

SOLE

S&P 400 MDCP VAL

Shares24.93K

TypeSH

Market value$1.92M

1.66%

Sole

67.00

Shared

0.00

None

24.86K

ISHARES TR

SOLE

EAFE GRWTH ETF

Shares16.14K

TypeSH

Market value$1.61M

1.40%

Sole

38.00

Shared

0.00

None

16.10K

COSTCO WHSL CORP NEW

SOLE

COM

Shares1.71K

TypeSH

Market value$1.61M

1.40%

Sole

0.00

Shared

0.00

None

1.71K

VISA INC

SOLE

COM CL A

Shares4.22K

TypeSH

Market value$1.48M

1.28%

Sole

0.00

Shared

0.00

None

4.22K

ISHARES TR

SOLE

GLOBAL TECH ETF

Shares19.10K

TypeSH

Market value$1.45M

1.25%

Sole

19.00

Shared

0.00

None

19.08K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	34.92K	SH	$7.76M 6.71%	542.00	34.38K
ISHARES TRSOLE	MSCI USA QLT FCT	29.25K	SH	$5.00M 4.33%	43.00	29.21K
ISHARES TRSOLE	10+ YR INVST GRD	98.52K	SH	$4.95M 4.28%	115.00	98.41K
ISHARES TRSOLE	EAFE VALUE ETF	80.72K	SH	$4.76M 4.12%	103.00	80.62K
MICROSOFT CORPSOLE	COM	10.88K	SH	$4.08M 3.53%	0.00	10.88K
SPDR SER TRSOLE	PORTFOLIO S&P600	99.61K	SH	$4.06M 3.51%	61.00	99.55K
SPDR SER TRSOLE	S&P DIVID ETF	25.70K	SH	$3.49M 3.02%	21.00	25.68K
SPDR INDEX SHS FDSSOLE	PORTFOLIO EMG MK	74.59K	SH	$2.94M 2.54%	68.00	74.53K
SPDR SER TRSOLE	PRTFLO S&P500 VL	52.66K	SH	$2.69M 2.33%	169.00	52.49K
JPMORGAN CHASE & CO.SOLE	COM	10.92K	SH	$2.68M 2.32%	0.00	10.92K
ISHARES TRSOLE	MSCI INTL QUALTY	65.24K	SH	$2.59M 2.24%	127.00	65.11K
SPDR SER TRSOLE	PORTFOLIO S&P400	47.65K	SH	$2.44M 2.11%	55.00	47.59K
SPDR SER TRSOLE	PRTFLO S&P500 GW	30.31K	SH	$2.44M 2.11%	86.00	30.23K
JOHNSON & JOHNSONSOLE	COM	14.30K	SH	$2.37M 2.05%	0.00	14.30K
UNITEDHEALTH GROUP INCSOLE	COM	4.47K	SH	$2.34M 2.03%	0.00	4.47K
AMAZON COM INCSOLE	COM	11.47K	SH	$2.18M 1.89%	57.00	11.41K
BLACKROCK INCSOLE	COM	2.17K	SH	$2.06M 1.78%	0.00	2.17K
NVIDIA CORPORATIONSOLE	COM	18.51K	SH	$2.01M 1.74%	26.00	18.48K
HOME DEPOT INCSOLE	COM	5.33K	SH	$1.95M 1.69%	0.00	5.33K
WALMART INCSOLE	COM	21.89K	SH	$1.92M 1.66%	0.00	21.89K
SPDR SER TRSOLE	S&P 400 MDCP VAL	24.93K	SH	$1.92M 1.66%	67.00	24.86K
ISHARES TRSOLE	EAFE GRWTH ETF	16.14K	SH	$1.61M 1.40%	38.00	16.10K
COSTCO WHSL CORP NEWSOLE	COM	1.71K	SH	$1.61M 1.40%	0.00	1.71K
VISA INCSOLE	COM CL A	4.22K	SH	$1.48M 1.28%	0.00	4.22K
ISHARES TRSOLE	GLOBAL TECH ETF	19.10K	SH	$1.45M 1.25%	19.00	19.08K

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