Universe · entity
Unison Advisors LLC
Institutional manager (13F) · CIK 1695818
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD MUN BD FDS | $237M | 2,367,952 |
| 2 | VANGUARD INDEX FDS | $157M | 799,450 |
| 3 | AMERICAN CENTY ETF TR | $147M | 1,328,533 |
| 4 | ISHARES TR | $116M | 603,217 |
| 5 | AMERICAN CENTY ETF TR | $83M | 827,530 |
| 6 | ISHARES TR | $40M | 869,231 |
| 7 | SCHWAB STRATEGIC TR | $39M | 788,242 |
| 8 | SCHWAB STRATEGIC TR | $37M | 972,627 |
| 9 | DIMENSIONAL ETF TRUST | $31M | 907,245 |
| 10 | WISDOMTREE TR | $27M | 445,149 |
| 11 | VANGUARD SCOTTSDALE FDS | $22M | 282,167 |
| 12 | VANGUARD WHITEHALL FDS | $18M | 118,758 |
| 13 | VANGUARD MUN BD FDS | $16M | 330,270 |
| 14 | CAPITAL ONE FINL CORP | $14M | 77,163 |
| 15 | VANGUARD SCOTTSDALE FDS | $14M | 234,019 |
| 16 | VANGUARD WHITEHALL FDS | $13M | 136,447 |
| 17 | META PLATFORMS INC | $9M | 15,629 |
| 18 | NUCOR CORP | $7M | 43,133 |
| 19 | SYNCHRONY FINANCIAL | $7M | 106,699 |
| 20 | ADVANCED MICRO DEVICES INC | $7M | 35,024 |
| 21 | GARMIN LTD | $7M | 28,461 |
| 22 | ISHARES TR | $6M | 24,966 |
| 23 | GENERAL DYNAMICS CORP | $6M | 17,343 |
| 24 | VANGUARD SCOTTSDALE FDS | $6M | 125,265 |
| 25 | PRINCIPAL FINANCIAL GROUP IN | $6M | 61,778 |
| 26 | D R HORTON INC | $5M | 39,173 |
| 27 | CISCO SYS INC | $5M | 68,175 |
| 28 | GENERAL MTRS CO | $5M | 68,571 |
| 29 | SOCIEDAD QUIMICA Y MINERA DE | $5M | 62,500 |
| 30 | FIFTH THIRD BANCORP | $5M | 107,177 |
| 31 | REGENERON PHARMACEUTICALS | $5M | 6,029 |
| 32 | DILLARDS INC | $5M | 8,005 |
| 33 | TRAVELERS COMPANIES INC | $5M | 15,628 |
| 34 | VANGUARD INSTL INDEX FD | $4M | 59,453 |
| 35 | CHUBB LTD SWITZ | $4M | 13,722 |
| 36 | EOG RES INC | $4M | 30,767 |
| 37 | ISHARES TR | $4M | 89,871 |
| 38 | ARCHER DANIELS MIDLAND CO | $4M | 57,604 |
| 39 | CVS HEALTH CORP | $4M | 56,319 |
| 40 | VALERO ENERGY CORP | $4M | 15,839 |
| 41 | CHEVRON CORPORATION | $4M | 18,618 |
| 42 | METLIFE INC | $4M | 53,952 |
| 43 | EXXON MOBIL CORP | $4M | 22,373 |
| 44 | SPDR SERIES TRUST | $4M | 40,269 |
| 45 | LYONDELLBASELL INDUSTRIES NV | $4M | 45,754 |
| 46 | PRUDENTIAL FINL INC | $4M | 36,551 |
| 47 | VERIZON COMMUNICATIONS INC | $3M | 68,588 |
| 48 | THE CIGNA GROUP | $3M | 12,641 |
| 49 | LENNAR CORP | $3M | 37,815 |
| 50 | ON SEMICONDUCTOR CORP | $3M | 52,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.