Unify Financial Advisors 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
UF Unify Financial Advisors | Institutional Filer | — | $192.4M | 99 |
Current Portfolio Holdings
Showing top 183 reported positions by value (Total positions in database: 99)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | — | 373K | $8.7M | 4.50% |
| 2 | SCHZ | SCHWAB STRATEGIC TR | — | 359K | $8.4M | 4.36% |
| 3 | IVV | ISHARES TR | — | 11K | $7.5M | 3.89% |
| 4 | IVV | ISHARES TR | — | 10K | $6.7M | 3.47% |
| 5 | VTI | VANGUARD INDEX FDS | — | 19K | $6.4M | 3.31% |
| 6 | VTI | VANGUARD INDEX FDS | — | 19K | $6.2M | 3.22% |
| 7 | SCHB | SCHWAB STRATEGIC TR | — | 197K | $5.2M | 2.69% |
| 8 | SCHB | SCHWAB STRATEGIC TR | — | 196K | $4.9M | 2.55% |
| 9 | VMBS | VANGUARD SCOTTSDALE FDS | — | 94K | $4.4M | 2.30% |
| 10 | VMBS | VANGUARD SCOTTSDALE FDS | — | 78K | $3.7M | 1.90% |
| 11 | IVW | ISHARES TR | — | 27K | $3.3M | 1.73% |
| 12 | IVW | ISHARES TR | — | 29K | $3.3M | 1.70% |
| 13 | IVE | ISHARES TR | — | 12K | $2.5M | 1.32% |
| 14 | QUAL | ISHARES TR | — | 13K | $2.5M | 1.31% |
| 15 | VXUS | VANGUARD STAR FDS | — | 29K | $2.2M | 1.16% |
Showing 1 to 15 of 183 holdings