account_balance
Investment manager · 13F filer · SEC CIK 2126814
Unify Financial Advisors
Reported value$109Mas of Sep 30, 2026
Positions86 5 new, 9 sold out
Top 10 weight47.2%IVV alone is 11%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
11.2%Added +11%
SCHZSchwab Strategic Tr
8.4%Added +8%
VTIVanguard Index FDS
6.5%
SCHBSchwab Strategic Tr
5.3%
VMBSVanguard Scottsdale FDS
3.2%Trimmed −21%
IVWiShares Tr
3.1%Added +3%
SCHFSchwab Strategic Tr
3.0%Trimmed −3%
VXUSVanguard Star FDS
2.4%Added +3%
DELLDell Technologies Inc.
2.1%
IVEiShares Tr
2.0%
AAPLApple Inc.
1.9%
SPYSPDR S&P 500 ETF Trust
1.8%
IVViShares Tr
11.2%Added +11%
SCHZSchwab Strategic Tr
8.4%Added +8%
VTIVanguard Index FDS
6.5%
SCHBSchwab Strategic Tr
5.3%
VMBSVanguard Scottsdale FDS
3.2%
IVWiShares Tr
3.1%
SCHFSchwab Strategic Tr
3.0%
VXUSVanguard Star FDS
2.4%
IVE2.0%
AAPLSPY1.8%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
IVV iShares Tr 11.2% Added +11%
SCHZ Schwab Strategic Tr 8.4% Added +8%
VTI Vanguard Index FDS 6.5% Held
SCHB Schwab Strategic Tr 5.3% Held
VMBS Vanguard Scottsdale FDS 3.2% Trimmed −21%
IVW iShares Tr 3.1% Added +3%
SCHF Schwab Strategic Tr 3.0% Trimmed −3%
VXUS Vanguard Star FDS 2.4% Added +3%
DELL Dell Technologies Inc. 2.1% Trimmed −10%IVE iShares Tr 2.0% Added +7%
AAPL Apple Inc. 1.9% HeldSPY SPDR S&P 500 ETF Trust 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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