Unison Advisors LLC
177 holdingsFiling period: 2026-03-31Current AUM: $1.44Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTEI | VANGUARD MUN BD FDS | 2.37M | $236.7M | $234.9M | 16.27% | +172.2K | 2026-03-31 |
| 2 | VTV | VANGUARD INDEX FDS | 799.5K | $156.9M | $175.8M | 12.18% | +394.1K | 2026-03-31 |
| 3 | AVUV | AMERICAN CENTY ETF TR | 1.33M | $146.8M | $166.4M | 11.53% | +14.9K | 2026-03-31 |
| 4 | QUAL | ISHARES TR | 603.2K | $115.7M | $132.3M | 9.16% | +230.0K | 2026-03-31 |
| 5 | AVDV | AMERICAN CENTY ETF TR | 827.5K | $82.6M | $86.6M | 6.00% | -1,428 | 2026-03-31 |
| 6 | IQLT | ISHARES TR | 869.2K | $40.2M | $43.6M | 3.02% | +17.3K | 2026-03-31 |
| 7 | FNDF | SCHWAB STRATEGIC TR | 788.2K | $38.6M | $42.6M | 2.95% | +6.7K | 2026-03-31 |
| 8 | FNDE | SCHWAB STRATEGIC TR | 972.6K | $37.2M | $40.1M | 2.78% | -25,937 | 2026-03-31 |
| 9 | DEHP | DIMENSIONAL ETF TRUST | 907.2K | $30.7M | $35.3M | 2.44% | +8.2K | 2026-03-31 |
| 10 | DGS | WISDOMTREE TR | 445.1K | $26.8M | $27.1M | 1.88% | +685 | 2026-03-31 |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | 282.2K | $22.4M | $22.2M | 1.54% | +24.2K | 2026-03-31 |
| 12 | VYM | VANGUARD WHITEHALL FDS | 118.8K | $17.6M | $19.2M | 1.33% | +25 | 2026-03-31 |
| 13 | VTEB | VANGUARD MUN BD FDS | 330.3K | $16.5M | $16.4M | 1.13% | +92 | 2026-03-31 |
| 14 | COF | CAPITAL ONE FINL CORP | 77.2K | $14.1M | $16.1M | 1.12% | +263 | 2026-03-31 |
| 15 | VGSH | VANGUARD SCOTTSDALE FDS | 234.0K | $13.7M | $13.6M | 0.94% | +29.1K | 2026-03-31 |
| 16 | VYMI | VANGUARD WHITEHALL FDS | 136.4K | $12.9M | $14.1M | 0.98% | -16,750 | 2026-03-31 |
| 17 | META | META PLATFORMS INC | 15.6K | $8.9M | $8.7M | 0.60% | +12 | 2026-03-31 |
| 18 | NUE | NUCOR CORP | 43.1K | $7.3M | $11.1M | 0.77% | +141 | 2026-03-31 |
| 19 | SYF | SYNCHRONY FINANCIAL | 106.7K | $7.3M | $8.1M | 0.56% | +399 | 2026-03-31 |
| 20 | AMD | ADVANCED MICRO DEVICES INC | 35.0K | $7.1M | $16.7M | 1.15% | -- | 2026-03-31 |
| 21 | — | GARMIN LTD | 28.5K | $6.6M | $6.6M | 0.46% | +120 | 2026-03-31 |
| 22 | MTUM | ISHARES TR | 25.0K | $6.0M | $7.5M | 0.52% | +695 | 2026-03-31 |
| 23 | GD | GENERAL DYNAMICS CORP | 17.3K | $6.0M | $6.6M | 0.46% | +71 | 2026-03-31 |
| 24 | VMBS | VANGUARD SCOTTSDALE FDS | 125.3K | $5.9M | $5.8M | 0.40% | +4.5K | 2026-03-31 |
| 25 | PFG | PRINCIPAL FINANCIAL GROUP IN | 61.8K | $5.6M | $7.0M | 0.49% | +535 | 2026-03-31 |
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