SEC Form 13F

Unify Financial Advisors 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$108,291,353
Positions90

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$10,702,38714,291
SCHWAB STRATEGIC TRSCHZUS AGGREGATE B$8,894,827384,558
VANGUARD INDEX FDSVTITOTAL STK MKT$6,975,08718,850
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$5,653,869195,230
VANGUARD SCOTTSDALE FDSVMBSMTG-BKD SECS ETF$4,567,32397,572
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$3,412,259123,186
ISHARES TRIVWS&P 500 GRWT ETF$3,210,50023,344
VANGUARD STAR FDSVXUSVG TL INTL STK F$2,593,16830,333
ISHARES INCIEMGCORE MSCI EMKT$2,280,50227,529
ISHARES TREFGEAFE GRWTH ETF$2,109,04316,951

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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