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The Analysis of Unify Financial Advisors's Holdings & P&L

Currently, Unify Financial Advisors holds 89 types of securities in its portfolio with a total value $96.4M. In the most recent quarter, they have increased their positions in IVV (+1.7K shares, valued at $1.1M), EFG (+8.2K shares, valued at $912.9K), VMBS (+16.8K shares, valued at $786.5K); decreased their positions in QUAL (-5.0K shares, valued at $964.6K), EFV (-3.6K shares, valued at $271.3K), TLH (-1.8K shares, valued at $182.1K); initiated new positions in GOVT (+26.7K shares, valued at $610.6K), DHR (+2.3K shares, valued at $438.9K), ISRG (+568 shares, valued at $261.8K).

1M P&L

+49.5K+0.05%

3M P&L

+3.2M+3.21%

HY P&L

+6.4M+6.57%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A66.5M

70.7%

2Semiconductors2.9M

3.1%

3Software - Application2.1M

2.2%

Top Industries by Stock Count

1N/A39 stocks

45.9%

2Semiconductors4 stocks

4.7%

3Software - Application4 stocks

4.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHZ SCHWAB STRATEGIC TR373.2K shares3.89%2026-03-312026-04-23

IVV ISHARES TR11.4K shares17.55%2026-03-312026-04-23

VTI VANGUARD INDEX FDS19.3K shares1.43%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR195.7K shares-0.82%2026-03-312026-04-23

VMBS VANGUARD SCOTTSDALE FDS94.3K shares21.59%2026-03-312026-04-23

IVW ISHARES TR29.0K shares7.47%2026-03-312026-04-23

IVE ISHARES TR12.0K shares29.57%2026-03-312026-04-23

VXUS VANGUARD STAR FDS29.0K shares3.01%2026-03-312026-04-23

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IEMG ISHARES INC28.4K shares12.84%2026-03-312026-04-23

EFV ISHARES TR25.4K shares-12.58%2026-03-312026-04-23

SCHF SCHWAB STRATEGIC TR72.3K shares2.85%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T2.7K shares-1.66%2026-03-312026-04-23

AAPL APPLE INC6.3K shares0.76%2026-03-312026-04-23

NVDA NVIDIA CORPORATION8.9K shares0.71%2026-03-312026-04-23

QUAL ISHARES TR7.7K shares-39.58%2026-03-312026-04-23

AMZN AMAZON COM INC6.9K shares7.01%2026-03-312026-04-23

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JPM JPMORGAN CHASE & CO4.7K shares1.05%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION1.3K shares0.00%2026-03-312026-04-23

ALPHABET INC ALPHABET INC4.5K shares3.39%2026-03-312026-04-23

MSFT MICROSOFT CORP3.3K shares8.44%2026-03-312026-04-23

PH PARKER-HANNIFIN CORP1.3K shares-3.81%2026-03-312026-04-23

TLH ISHARES TR11.3K shares-13.77%2026-03-312026-04-23

EFG ISHARES TR10.2K shares408.42%2026-03-312026-04-23

SCHX SCHWAB STRATEGIC TR41.5K shares-2.15%2026-03-312026-04-23

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SCHR SCHWAB STRATEGIC TR42.3K shares-1.68%2026-03-312026-04-23

BAI BLACKROCK ETF TRUST31.2K shares12.34%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS4.6K shares-1.08%2026-03-312026-04-23

IAGG ISHARES TR19.2K shares19.80%2026-03-312026-04-23

MTUM ISHARES TR4.0K shares72.12%2026-03-312026-04-23

META META PLATFORMS INC1.7K shares6.78%2026-03-312026-04-23

DELL DELL TECHNOLOGIES INC5.6K shares-3.11%2026-03-312026-04-23

PFF ISHARES TR29.5K shares70.68%2026-03-312026-04-23

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VZ VERIZON COMMUNICATIONS INC17.6K shares-1.10%2026-03-312026-04-23

SBUX STARBUCKS CORP9.7K shares1.74%2026-03-312026-04-23

IGSB ISHARES TR16.3K shares0.99%2026-03-312026-04-23

NEE NEXTERA ENERGY INC8.9K shares-3.77%2026-03-312026-04-23

CEG CONSTELLATION ENERGY CORP2.7K shares22.84%2026-03-312026-04-23

ITA ISHARES TR3.5K shares48.58%2026-03-312026-04-23

XOM EXXON MOBIL CORP4.2K shares-11.64%2026-03-312026-04-23

FLRN SPDR SERIES TRUST23.0K shares8.19%2026-03-312026-04-23

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AGG ISHARES TR6.9K shares0.00%2026-03-312026-04-23

VT VANGUARD INTL EQUITY INDEX F4.9K shares15.29%2026-03-312026-04-23

WMT WALMART INC5.3K shares-1.77%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC8.8K shares10.44%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR20.6K shares0.98%2026-03-312026-04-23

GOVT ISHARES TR26.7K sharesnew addition2026-03-312026-04-23

MUB ISHARES TR5.6K shares3.68%2026-03-312026-04-23

SPYM SPDR SERIES TRUST7.6K shares54.99%2026-03-312026-04-23

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TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares2.15%2026-03-312026-04-23

SCHO SCHWAB STRATEGIC TR22.0K shares2.66%2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP5.6K shares2.27%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON2.1K shares-1.42%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC1.5K shares-2.33%2026-03-312026-04-23

CRM SALESFORCE INC2.7K shares3.54%2026-03-312026-04-23

SHOP SHOPIFY INC4.2K shares14.40%2026-03-312026-04-23

ALPHABET INC ALPHABET INC1.7K shares-1.19%2026-03-312026-04-23

Sponsored

ALB ALBEMARLE CORP2.6K shares-26.23%2026-03-312026-04-23

DAL DELTA AIR LINES INC6.8K shares-5.62%2026-03-312026-04-23

DHR DANAHER CORP DEL2.3K sharesnew addition2026-03-312026-04-23

V VISA INC1.4K shares8.05%2026-03-312026-04-23

INTU INTUIT1.0K shares24.85%2026-03-312026-04-23

SCMB SCHWAB STRATEGIC TR17.0K shares0.00%2026-03-312026-04-23

RPRX ROYALTY PHARMA PLC8.8K shares-13.55%2026-03-312026-04-23

AMRZ AMRIZE LTD7.5K shares-1.84%2026-03-312026-04-23

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MPC MARATHON PETE CORP1.6K shares0.32%2026-03-312026-04-23

ALB-PA ALBEMARLE CORP4.8K shares0.00%2026-03-312026-04-23

CVX CHEVRON CORPORATION1.7K shares3.50%2026-03-312026-04-23

AMT AMERICAN TOWER CORP2.0K shares8.14%2026-03-312026-04-23

JCI JOHNSON CONTROLS INTERNATION2.5K shares-10.89%2026-03-312026-04-23

PZA INVESCO EXCH TRADED FD TR II14.4K shares0.00%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC1.5K shares-0.66%2026-03-312026-04-23

MCD MCDONALDS CORP980 shares-1.90%2026-03-312026-04-23

Sponsored

AMGN AMGEN INC814 shares0.00%2026-03-312026-04-23

CELH CELSIUS HLDGS INC8.0K shares4.27%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC568 sharesnew addition2026-03-312026-04-23

TY TRI CONTL CORP8.1K shares-1.87%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K shares3.97%2026-03-312026-04-23

EMXC ISHARES INC3.1K shares-0.19%2026-03-312026-04-23

HD HOME DEPOT INC723 shares-1.09%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP669 shares5.85%2026-03-312026-04-23

Sponsored

EMB ISHARES TR2.4K shares-41.90%2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC530 shares0.00%2026-03-312026-04-23

SCHA SCHWAB STRATEGIC TR7.6K shares0.00%2026-03-312026-04-23

PG PROCTER & GAMBLE CO1.5K shares0.27%2026-03-312026-04-23

TSLA TESLA INC577 shares0.00%2026-03-312026-04-23

CMG CHIPOTLE MEXICAN GRILL INC6.7K shares0.00%2026-03-312026-04-23

AMAT APPLIED MATLS INC623 sharesnew addition2026-03-312026-04-23

KO COCA COLA CO2.8K sharesnew addition2026-03-312026-04-23

Sponsored

AFL AFLAC INC1.9K shares0.00%2026-03-312026-04-23

SCHZ

SCHWAB STRATEGIC TR

3.89%

Shares373.2K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

17.55%

Shares11.4K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

1.43%

Shares19.3K

Event2026-03-31

Filed2026-04-23

SCHB

SCHWAB STRATEGIC TR

-0.82%

Shares195.7K

Event2026-03-31

Filed2026-04-23

VMBS

VANGUARD SCOTTSDALE FDS

21.59%

Shares94.3K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

7.47%

Shares29.0K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES TR

29.57%

Shares12.0K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

3.01%

Shares29.0K

Event2026-03-31

Filed2026-04-23

IEMG

ISHARES INC

12.84%

Shares28.4K

Event2026-03-31

Filed2026-04-23

EFV

ISHARES TR

-12.58%

Shares25.4K

Event2026-03-31

Filed2026-04-23

SCHF

SCHWAB STRATEGIC TR

2.85%

Shares72.3K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-1.66%

Shares2.7K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

0.76%

Shares6.3K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

0.71%

Shares8.9K

Event2026-03-31

Filed2026-04-23

QUAL

ISHARES TR

-39.58%

Shares7.7K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

7.01%

Shares6.9K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

1.05%

Shares4.7K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

3.39%

Shares4.5K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

8.44%

Shares3.3K

Event2026-03-31

Filed2026-04-23

PARKER-HANNIFIN CORP

-3.81%

Shares1.3K

Event2026-03-31

Filed2026-04-23

TLH

ISHARES TR

-13.77%

Shares11.3K

Event2026-03-31

Filed2026-04-23

EFG

ISHARES TR

408.42%

Shares10.2K

Event2026-03-31

Filed2026-04-23

SCHX

SCHWAB STRATEGIC TR

-2.15%

Shares41.5K

Event2026-03-31

Filed2026-04-23

SCHR

SCHWAB STRATEGIC TR

-1.68%

Shares42.3K

Event2026-03-31

Filed2026-04-23

BAI

BLACKROCK ETF TRUST

12.34%

Shares31.2K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

-1.08%

Shares4.6K

Event2026-03-31

Filed2026-04-23

IAGG

ISHARES TR

19.80%

Shares19.2K

Event2026-03-31

Filed2026-04-23

MTUM

ISHARES TR

72.12%

Shares4.0K

Event2026-03-31

Filed2026-04-23