Shum Financial Group, Inc.

Q3 2024 13F Holdings Report, Stock Holdings

Signature - Title
Cliff Shum - President
Location
Alameda, CA
Holdings as of
30 Sep 2024
Value $
$120M
Num holdings
90
Filing time
13 Nov 2024, 15:25:35
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, QUAL, IGLB, SPSM, and MSFT.
Next filing
Q4 2024 - 22 Jan 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Cliff Shum President Alameda, California 13 Nov 2024