Unify Financial Advisors — 13F holdings

Unify Financial Advisors reported 90 holdings worth $108M in its 13F filing for Q2 2026, filed July 21, 2026.

Largest positions

1. IVV ISHARES TR — $10.7M (9.9%)
2. SCHZ SCHWAB STRATEGIC TR — $8.89M (8.2%)
3. VTI VANGUARD INDEX FDS — $6.98M (6.4%)
4. SCHB SCHWAB STRATEGIC TR — $5.65M (5.2%)
5. VMBS VANGUARD SCOTTSDALE FDS — $4.57M (4.2%)
6. SCHF SCHWAB STRATEGIC TR — $3.41M (3.2%)
7. IVW ISHARES TR — $3.21M (3.0%)
8. VXUS VANGUARD STAR FDS — $2.59M (2.4%)
9. IEMG ISHARES INC — $2.28M (2.1%)
10. EFG ISHARES TR — $2.11M (1.9%)