Unify Financial Advisors: 13F holdings
CIK 21268142026Q2
| Positions | 90 |
|---|---|
| Reported value | $108.3m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 14,291 | $10.7m | 9.9% |
| SCHZ SCHWAB STRATEGIC TR | 384,558 | $8.9m | 8.2% |
| VTI VANGUARD INDEX FDS | 18,850 | $7.0m | 6.4% |
| SCHB SCHWAB STRATEGIC TR | 195,230 | $5.7m | 5.2% |
| VMBS VANGUARD SCOTTSDALE FDS | 97,572 | $4.6m | 4.2% |
| SCHF SCHWAB STRATEGIC TR | 123,186 | $3.4m | 3.2% |
| IWF ISHARES TR | 23,344 | $3.2m | 3.0% |
| VXUS VANGUARD STAR FDS | 30,333 | $2.6m | 2.4% |
| IEMG ISHARES INC | 27,529 | $2.3m | 2.1% |
| EFG ISHARES TR | 16,951 | $2.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2126814")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.