Unify Financial Advisors
90 holdingsFiling period: 2026-06-30Current AUM: $105.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 14.3K | $10.7M | $10.6M | 10.02% | +2.8K | 2026-06-30 |
| 2 | SCHZ | Schwab Strategic TR | 384.6K | $8.9M | $8.7M | 8.23% | +11.4K | 2026-06-30 |
| 3 | VTI | Vanguard Index Fds | 18.9K | $7.0M | $6.8M | 6.48% | -436 | 2026-06-30 |
| 4 | SCHB | Schwab Strategic TR | 195.2K | $5.7M | $5.5M | 5.24% | -510 | 2026-06-30 |
| 5 | VMBS | Vanguard Scottsdale Fds | 97.6K | $4.6M | $4.4M | 4.22% | +3.2K | 2026-06-30 |
| 6 | SCHF | Schwab Strategic TR | 123.2K | $3.4M | $3.3M | 3.09% | +50.9K | 2026-06-30 |
| 7 | IVW | iShares TR | 23.3K | $3.2M | $3.0M | 2.87% | -5,620 | 2026-06-30 |
| 8 | VXUS | Vanguard Star Fds | 30.3K | $2.6M | $2.5M | 2.33% | +1.3K | 2026-06-30 |
| 9 | IEMG | iShares Inc | 27.5K | $2.3M | $2.0M | 1.89% | -840 | 2026-06-30 |
| 10 | EFG | iShares TR | 17.0K | $2.1M | $2.0M | 1.87% | +6.7K | 2026-06-30 |
| 11 | DELL | Dell Technologies Inc | 4.8K | $2.1M | $1.6M | 1.49% | -833 | 2026-06-30 |
| 12 | IVE | iShares TR | 9.0K | $2.0M | $2.1M | 2.01% | -3,026 | 2026-06-30 |
| 13 | SPY | State Str Spdr S&P 500 ETF T | 2.6K | $2.0M | $1.9M | 1.83% | -40 | 2026-06-30 |
| 14 | AAPL | Apple Inc | 6.3K | $1.8M | $2.1M | 2.04% | -86 | 2026-06-30 |
| 15 | NVDA | NVIDIA Corporation | 8.9K | $1.8M | $1.7M | 1.57% | -22 | 2026-06-30 |
| 16 | MU | Micron Technology Inc | 1.5K | $1.7M | $1.0M | 0.99% | -1 | 2026-06-30 |
| 17 | GOVT | iShares TR | 71.8K | $1.6M | $1.6M | 1.52% | +45.1K | 2026-06-30 |
| 18 | AMZN | Amazon.com Inc | 6.8K | $1.6M | $1.8M | 1.68% | -119 | 2026-06-30 |
| 19 | GOOGL | Alphabet Inc | 4.3K | $1.5M | $1.2M | 1.15% | -202 | 2026-06-30 |
| 20 | JPM | JPMorgan Chase & Co | 4.6K | $1.5M | $1.6M | 1.47% | -69 | 2026-06-30 |
| 21 | EFV | iShares TR | 16.7K | $1.3M | $1.3M | 1.25% | -8,656 | 2026-06-30 |
| 22 | MSFT | Microsoft Corp | 3.4K | $1.3M | $1.8M | 1.72% | +77 | 2026-06-30 |
| 23 | PH | Parker-Hannifin Corp | 1.3K | $1.2M | $1.2M | 1.10% | -25 | 2026-06-30 |
| 24 | COST | Costco Wholesale Corporation | 1.3K | $1.2M | $1.4M | 1.32% | +33 | 2026-06-30 |
| 25 | BAI | BlackRock ETF Trust | 23.1K | $1.2M | $780K | 0.74% | -8,143 | 2026-06-30 |
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