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Home > Institutional Investor > Unify Financial Advisors > 13F Holdings

Instuitional Investor - Unify Financial Advisors

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 373,195 $8,665,588 8.99%
2.
Ishares Trust
 IEF 11,449 $7,478,601 7.76%
3.
Vanguard Index Fds
 19,286 $6,187,142 6.42%
4.
Schwab Strategic Trust
 FNDF 195,740 $4,913,082 5.1%
5.
Vanguard Scottsdale Funds
 94,345 $4,429,498 4.6%
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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