StockDriftsStockDriftsTop 50 Unison Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTEI | VANGUARD MUN BD FDS | 17.95% | 2.37M | $236.7M | +7.84%(+172.17K) | $99.71(+0.61%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 11.9% | 799.5K | $156.9M | +97.25%(+394.14K) | $159.50(+30.64%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 11.13% | 1.33M | $146.8M | +1.13%(+14.89K) | $57.83(+103.71%) | 2026-03-31 | |
| QUAL | ISHARES TR | 8.78% | 603.2K | $115.7M | +61.61%(+229.97K) | $168.13(+25.48%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 6.27% | 827.5K | $82.6M | -0.17%(-1.43K) | $56.21(+95.82%) | 2026-03-31 | |
| IQLT | ISHARES TR | 3.05% | 869.2K | $40.2M | +2.04%(+17.34K) | $32.38(+52.49%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 2.93% | 788.2K | $38.6M | +0.86%(+6.73K) | $29.50(+81.56%) | 2026-03-31 | |
| FNDE | SCHWAB STRATEGIC TR | 2.82% | 972.6K | $37.2M | -2.60%(-25.94K) | $25.96(+59.30%) | 2026-03-31 | |
| DEHP | DIMENSIONAL ETF TRUST | 2.33% | 907.2K | $30.7M | +0.92%(+8.24K) | $22.25(+88.28%) | 2026-03-31 | |
| DGS | WISDOMTREE TR | 2.03% | 445.1K | $26.8M | +0.15%(+685) | $42.89(+50.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.33% | +38.00% |
| Top 20 Holdings Unweighted | +8.76% | +28.64% |
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