Uptown Financial Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
UF Uptown Financial Advisors LLC | Institutional Filer | ▼ 9.12% | $125.4M | 70 |
Current Portfolio Holdings
Showing all 70 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | — | 31K | $13.7M | 10.94% |
| 2 | VO | VANGUARD INDEX FDS | — | 35K | $10.2M | 8.12% |
| 3 | IJR | ISHARES TR | — | 80K | $10.0M | 7.95% |
| 4 | SPYV | SPDR SERIES TRUST | — | 162K | $9.2M | 7.31% |
| 5 | BSV | VANGUARD BD INDEX FDS | — | 100K | $7.9M | 6.27% |
| 6 | SPEM | SPDR INDEX SHS FDS | — | 156K | $7.3M | 5.84% |
| 7 | SPYG | SPDR SERIES TRUST | — | 48K | $4.7M | 3.74% |
| 8 | SCHF | SCHWAB STRATEGIC TR | — | 185K | $4.6M | 3.65% |
| 9 | VDE | VANGUARD WORLD FD | — | 26K | $4.4M | 3.52% |
| 10 | BIV | VANGUARD BD INDEX FDS | — | 54K | $4.1M | 3.31% |
| 11 | VTV | VANGUARD INDEX FDS | — | 19K | $3.7M | 2.99% |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | — | 54K | $3.5M | 2.78% |
| 13 | VSS | VANGUARD INTL EQUITY INDEX F | — | 21K | $3.0M | 2.40% |
| 14 | ET | Energy Transfer LP | Energy | 129K | $2.5M | 1.98% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 4K | $2.4M | 1.88% |
Showing 1 to 15 of 70 holdings