Unify Financial Advisors
90 holdingsFiling period: 2026-03-31Current AUM: $107.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | 373.2K | $8.7M | $8.5M | 7.90% | +14.0K | 2026-03-31 |
| 2 | IVV | ISHARES TR | 11.4K | $7.5M | $8.6M | 7.99% | +1.7K | 2026-03-31 |
| 3 | VTI | VANGUARD INDEX FDS | 19.3K | $6.2M | $7.1M | 6.61% | +271 | 2026-03-31 |
| 4 | SCHB | SCHWAB STRATEGIC TR | 195.7K | $4.9M | $5.6M | 5.25% | -1,622 | 2026-03-31 |
| 5 | VMBS | VANGUARD SCOTTSDALE FDS | 94.3K | $4.4M | $4.3M | 4.04% | +16.8K | 2026-03-31 |
| 6 | IVW | ISHARES TR | 29.0K | $3.3M | $3.9M | 3.65% | +2.0K | 2026-03-31 |
| 7 | IVE | ISHARES TR | 12.0K | $2.5M | $2.8M | 2.59% | +2.7K | 2026-03-31 |
| 8 | VXUS | VANGUARD STAR FDS | 29.0K | $2.2M | $2.5M | 2.28% | +847 | 2026-03-31 |
| 9 | IEMG | ISHARES INC | 28.4K | $2.0M | $2.2M | 2.05% | +3.2K | 2026-03-31 |
| 10 | EFV | ISHARES TR | 25.4K | $1.9M | $2.1M | 1.91% | -3,649 | 2026-03-31 |
| 11 | SCHF | SCHWAB STRATEGIC TR | 72.3K | $1.8M | $2.0M | 1.84% | +2.0K | 2026-03-31 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | 2.7K | $1.7M | $2.0M | 1.85% | -45 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 6.3K | $1.6M | $2.0M | 1.82% | +48 | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 8.9K | $1.6M | $1.8M | 1.66% | +63 | 2026-03-31 |
| 15 | QUAL | ISHARES TR | 7.7K | $1.5M | $1.7M | 1.57% | -5,029 | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 6.9K | $1.4M | $1.9M | 1.75% | +454 | 2026-03-31 |
| 17 | JPM | JPMORGAN CHASE & CO | 4.7K | $1.4M | $1.7M | 1.54% | +49 | 2026-03-31 |
| 18 | COST | COSTCO WHOLESALE CORPORATION | 1.3K | $1.3M | $1.2M | 1.14% | -- | 2026-03-31 |
| 19 | GOOGL | ALPHABET INC | 4.5K | $1.3M | $1.6M | 1.48% | +146 | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 3.3K | $1.2M | $1.6M | 1.45% | +260 | 2026-03-31 |
| 21 | PH | PARKER-HANNIFIN CORP | 1.3K | $1.2M | $1.3M | 1.17% | -51 | 2026-03-31 |
| 22 | TLH | ISHARES TR | 11.3K | $1.1M | $1.1M | 1.02% | -1,808 | 2026-03-31 |
| 23 | EFG | ISHARES TR | 10.2K | $1.1M | $1.2M | 1.15% | +8.2K | 2026-03-31 |
| 24 | SCHX | SCHWAB STRATEGIC TR | 41.5K | $1.1M | $1.2M | 1.14% | -912 | 2026-03-31 |
| 25 | SCHR | SCHWAB STRATEGIC TR | 42.3K | $1.1M | $1.0M | 0.96% | -724 | 2026-03-31 |
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