Urban Financial Advisory Corp: 13F holdings
CIK 20053782026Q2
| Positions | 54 |
|---|---|
| Reported value | $362.9m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 135,251 | $101.0m | 27.8% |
| IJR ISHARES TR | 323,428 | $48.0m | 13.2% |
| IJH ISHARES TR | 591,569 | $45.6m | 12.6% |
| FNDX SCHWAB STRATEGIC TR | 1,208,406 | $37.6m | 10.4% |
| IEFA ISHARES TR | 362,733 | $35.0m | 9.7% |
| PROFESIONALLY MANAGED PORTFO | 435,971 | $23.2m | 6.4% |
| VCSH VANGUARD SCOTTSDALE FDS | 185,615 | $14.7m | 4.0% |
| INVESCO EXCH TRADED FD TR II | 375,756 | $8.7m | 2.4% |
| EEM ISHARES TR | 120,154 | $8.2m | 2.3% |
| IEMG ISHARES INC | 85,714 | $7.1m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2005378")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.