Long-term investor
Unify Financial Advisors @unifyfinancialadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002126814).
Record
- Tracked since 2025-12-31 (250 days), 45 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months n/a · 1 year n/a · all +6.6%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 9.9% · long · since 2025-12-31
- SCHZ · 8.2% · long · since 2025-12-31
- VTI · 6.4% · long · since 2025-12-31
- SCHB · 5.2% · long · since 2025-12-31
- VMBS · 4.2% · long · since 2025-12-31
- SCHF · 3.2% · long · since 2025-12-31
- IVW · 3.0% · long · since 2025-12-31
- VXUS · 2.4% · long · since 2025-12-31
- IEMG · 2.1% · long · since 2025-12-31
- EFG · 1.9% · long · since 2025-12-31
- DELL · 1.9% · long · since 2025-12-31
- IVE · 1.9% · long · since 2025-12-31