Unify Financial Advisors
- SEC CIK
- 0002126814
- 最新申報
- 2026/7/21
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/4/8 申報。只含多頭部位。
- 持股檔數
- 94
- 2025 年第 3 季沒有申報
- 總值
- $9,599 萬
- 2025 年第 3 季沒有申報
Unify Financial Advisors 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab US Aggregate Bond ETF808524839 | ETF | 359,234 | $839.5 萬 | 8.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,740 | $667.1 萬 | 7.0% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 19,015 | $637.5 萬 | 6.6% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 197,362 | $517.7 萬 | 5.4% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 77,594 | $365.3 萬 | 3.8% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 26,950 | $332.2 萬 | 3.5% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 12,705 | $252.3 萬 | 2.6% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 28,166 | $212.5 萬 | 2.2% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 29,003 | $207.1 萬 | 2.2% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 9,291 | $197.0 萬 | 2.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,711 | $184.9 萬 | 1.9% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 6,301 | $171.3 萬 | 1.8% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 4,990 | $171.1 萬 | 1.8% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 25,140 | $169.0 萬 | 1.8% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 70,270 | $168.9 萬 | 1.8% | – | – | – |
| NVDANVIDIA Corp | Stock | 8,841 | $164.9 萬 | 1.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,663 | $150.3 萬 | 1.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,481 | $149.6 萬 | 1.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,082 | $149.1 萬 | 1.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,311 | $134.9 萬 | 1.4% | – | – | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 13,128 | $133.5 萬 | 1.4% | – | – | – |
| PHParker-Hannifin Corp | Stock | 1,338 | $117.6 萬 | 1.2% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 42,459 | $114.3 萬 | 1.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,287 | $111.0 萬 | 1.2% | – | – | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 42,993 | $107.8 萬 | 1.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,549 | $102.2 萬 | 1.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,630 | $101.8 萬 | 1.1% | – | – | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 27,771 | $92.5 萬 | 1.0% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 16,165 | $85.5 萬 | 0.9% | – | – | – |
| SBUXStarbucks Corp | Stock | 9,517 | $80.1 萬 | 0.8% | – | – | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 15,997 | $80.0 萬 | 0.8% | – | – | – |
| CEGConstellation Energy Corp | Stock | 2,224 | $78.6 萬 | 0.8% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 9,201 | $73.9 萬 | 0.8% | – | – | 歷史 |
| DELLDell Technologies Inc. | Stock | 5,780 | $72.8 萬 | 0.8% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 17,753 | $72.3 萬 | 0.8% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,900 | $68.9 萬 | 0.7% | – | – | – |
| CRMSalesforce, Inc. | Stock | 2,599 | $68.9 萬 | 0.7% | – | – | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 21,265 | $65.3 萬 | 0.7% | – | – | – |
| UBERUber Technologies, Inc | Stock | 7,997 | $65.3 萬 | 0.7% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 4,289 | $60.5 萬 | 0.6% | – | – | – |
| WMTWalmart Inc. | Stock | 5,410 | $60.3 萬 | 0.6% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 3,631 | $58.4 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,430 | $58.2 萬 | 0.6% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,321 | $58.1 萬 | 0.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,768 | $57.4 萬 | 0.6% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 20,389 | $55.9 萬 | 0.6% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 5,511 | $55.1 萬 | 0.6% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 809 | $53.6 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 17,256 | $53.4 萬 | 0.6% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,680 | $52.7 萬 | 0.5% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 21,473 | $52.3 萬 | 0.5% | – | – | – |
| DALDelta Air Lines, Inc. | COM NEW | 7,254 | $50.3 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 2,328 | $50.0 萬 | 0.5% | – | – | – |
| ALBAlbemarle Corp | Stock | 3,508 | $49.6 萬 | 0.5% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,579 | $48.0 萬 | 0.5% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,366 | $47.9 萬 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,342 | $47.1 萬 | 0.5% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 4,743 | $45.6 萬 | 0.5% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 1,544 | $44.1 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,120 | $43.9 萬 | 0.5% | – | – | 歷史 |
| Schwab Strategic Tr808524649 | MUN BD ETF | 17,000 | $43.8 萬 | 0.5% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,933 | $42.1 萬 | 0.4% | – | – | 歷史 |
| AMRZAmrize Ltd | SHS | 7,668 | $41.5 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,174 | $40.2 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,932 | $39.6 萬 | 0.4% | – | – | – |
| RPRXRoyalty Pharma plc | SHS CLASS A | 10,222 | $39.5 萬 | 0.4% | – | – | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 7,639 | $34.9 萬 | 0.4% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 2,847 | $34.1 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 14,440 | $33.5 萬 | 0.3% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,525 | $32.7 萬 | 0.3% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,818 | $31.9 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 999 | $30.5 萬 | 0.3% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 3,664 | $29.7 萬 | 0.3% | – | – | 歷史 |
| ALB.PAAlbemarle Corp | 7.25% DEP SHS A | 4,820 | $28.6 萬 | 0.3% | – | – | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 8,284 | $27.1 萬 | 0.3% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 814 | $26.6 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 577 | $25.9 萬 | 0.3% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 1,580 | $25.7 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 731 | $25.2 萬 | 0.3% | – | – | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 6,690 | $24.8 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,600 | $24.4 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,260 | $24.1 萬 | 0.3% | – | – | – |
| LLYEli Lilly & Co | Stock | 213 | $22.9 萬 | 0.2% | – | – | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 3,147 | $22.9 萬 | 0.2% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,007 | $22.9 萬 | 0.2% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 7,561 | $21.5 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,497 | $21.5 萬 | 0.2% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 632 | $21.3 萬 | 0.2% | – | – | 歷史 |
| AFLAflac Inc | Stock | 1,891 | $20.9 萬 | 0.2% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 530 | $20.6 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 1,979 | $20.6 萬 | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 689 | $20.4 萬 | 0.2% | – | – | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 2,970 | $20.3 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 582 | $20.1 萬 | 0.2% | – | – | 歷史 |