account_balance
Investment manager · 13F filer · SEC CIK 1695818
Unison Advisors LLC
Reported value$1.42Bas of Sep 30, 2026
Positions171 0 new, 2 sold out
Top 10 weight68.7%VTEI alone is 16%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTEIVanguard Mun Bd FDS
16.1%
VTVVanguard Index FDS
12.3%
AVUVAmerican Centy ETF Tr
11.1%
QUALiShares Tr
9.6%
AVDVAmerican Centy ETF Tr
6.1%Trimmed −4%
IQLTiShares Tr
3.1%
FNDFSchwab Strategic Tr
2.9%
FNDESchwab Strategic Tr
2.8%Trimmed −3%
DEHPDimensional ETF Trust
2.6%
DGSWisdomtree Tr
2.0%
VCSHVanguard Scottsdale FDS
1.7%
VYM1.2%
VTEIVanguard Mun Bd FDS
16.1%
VTVVanguard Index FDS
12.3%
AVUVAmerican Centy ETF Tr
11.1%
QUALiShares Tr
9.6%
AVDVAmerican Centy ETF Tr
6.1%−4%
IQLT
FNDF2.9%
FNDE2.8%
DEHP2.6%
DGS
VYM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTEI Vanguard Mun Bd FDS 16.1% Held
VTV Vanguard Index FDS 12.3% Held
AVUV American Centy ETF Tr 11.1% Held
QUAL iShares Tr 9.6% Held
AVDV American Centy ETF Tr 6.1% Trimmed −4%
IQLT iShares Tr 3.1% Held
FNDF Schwab Strategic Tr 2.9% Held
FNDE Schwab Strategic Tr 2.8% Trimmed −3%
DEHP Dimensional ETF Trust 2.6% Held
DGS Wisdomtree Tr 2.0% Held
VCSH Vanguard Scottsdale FDS 1.7% Held
VYM Vanguard Whitehall FDS 1.2% Trimmed −11%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- VBIL +13%
- VMBS +6%
- MTUM +5%
- IMTM +2%
arrow_downwardTrimmed
- VYMI −20%
- VYM −11%
- BIL −8%
- AVDV −4%
remove_circleSold out
- TMHC $795K
- DUHP $558K
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