Unify Financial Advisors - Portfolio overview
Unify Financial Advisors has 89 reported holdings in this dataset, with the latest filing dated 2026-04-23.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- SCHZ - SCHWAB STRATEGIC TR, 8.99%
- IVV - ISHARES TR, 7.76%
- VTI - VANGUARD INDEX FDS, 6.42%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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