 Investment company UMA Financial Services, Inc. Current Portfolio buys BTC iShares MSCI EAFE Value ETF, The Energy Select Sector SPDR Fund, Co-Diagnostics Inc, Bank of America Corp, iShares 0-5 Year TIPS Bond ETF, sells Schwab U.S. Large-Cap ETF, iShares Russell 1000 Value ETF, JPMorgan Ultra-Short Income ETF, Alibaba Group Holding, TC Pipelines LP during the 3-months ended 2021Q1, according to the most recent filings of the investment company, UMA Financial Services, Inc.. As of 2021Q1, UMA Financial Services, Inc. owns 136 stocks with a total value of 293 million. 