UA
| |
Unison Advisors LLC13F | |
| Unison Advisors LLC | |
| Last update 2025-05-06 | 175 Stocks (10 new) |
| Value $786.00 Mil | Turnover 5 % |
Unison Advisors LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTEI | Vanguard Intermediate-Term Tax-Exempt Bond ETF | 2024-12-31 | New Buy | +6.64% | 98.96 ($100.05) 101.09 | $98.01 | -2.03% | New holding | 561,621 | 561,621 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2024-12-31 | Reduce | -0.13% | 176.42 ($181.7) 186.85 | $170.92 | -5.93% | Reduce -2.99% | 189,789 | -5,852 | |
VTV | Vanguard Value ETF | 2024-12-31 | Reduce | -0.13% | 168.32 ($175.52) 181.87 | $168.03 | -4.27% | Reduce -1.61% | 369,090 | -6,056 | |
FNDF | Schwab Fundamental International Equity ETF | 2024-12-31 | Reduce | -0.12% | 32.92 ($35.28) 37.07 | $37.76 | 7.03% | Reduce -3.01% | 826,221 | -25,605 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2024-12-31 | Reduce | -0.11% | 94.42 ($99.42) 106.41 | $86.51 | -12.99% | Reduce -0.91% | 1,046,504 | -9,642 | |
VGSH | Vanguard Short-Term Government Bond ETF | 2024-12-31 | Reduce | -0.10% | 58.02 ($58.35) 58.86 | $58.52 | 0.29% | Reduce -7.88% | 172,530 | -14,761 | |
IQLT | iShares MSCI Intl Quality Factor ETF | 2024-12-31 | Reduce | -0.08% | 37.06 ($39.09) 41.2 | $41.78 | 6.88% | Reduce -2.03% | 741,808 | -15,368 | |
VCSH | Vanguard Short-Term Corporate Bond ETF | 2024-12-31 | Reduce | -0.08% | 77.86 ($78.42) 79.26 | $78.61 | 0.24% | Reduce -3.48% | 224,175 | -8,092 | |
BSV | Vanguard Short-Term Bond ETF | 2024-12-31 | Reduce | -0.07% | 77.02 ($77.6) 78.56 | $78.10 | 0.64% | Reduce -26.31% | 19,280 | -6,882 | |
DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | 2024-12-31 | Reduce | -0.06% | 48.87 ($51.05) 53.53 | $51.35 | 0.59% | Reduce -1.09% | 807,457 | -8,921 |
Unison Advisors LLC Total Holding History ($B)
Unison Advisors LLC's Asset Allocation
Unison Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Unison Advisors LLC's Hypothetical Growth since 2025-03-31
Unison Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Unison Advisors LLC News
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