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Home > Institutional Investor > Unify Financial Advisors > Profile

Instuitional Investor - Unify Financial Advisors

Fund Profile
Filing Period:
Fund Name: Unify Financial Advisors
Portfolio Value $95,989,775
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 359,234 $8,395,299 8.75%
2.
Ishares Trust
 IEF 9,740 $6,671,316 6.95%
3.
Vanguard Index Fds
 19,015 $6,375,159 6.64%
4.
Schwab Strategic Trust
 FNDF 197,362 $5,176,807 5.39%
5.
Vanguard Scottsdale Funds
 77,594 $3,653,126 3.81%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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