Fund HoldingsUnison Advisors LLC

Total Portfolio Value
$786.05M
Total Bought
$67.56M
Total Sold
$98.87M
Net Transaction
-$31.32M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AMERICAN CENTY ETF TR01,164,478+1,164,478081,21110.33%+81,211
ISHARES TR
MSCI INTL QUALTY
0824,142+824,142032,7104.16%+32,710
CVS HEALTH CORP(CVS)054,300+54,30003,6790.47%+3,679
VANGUARD INDEX FDS0381,402+381,402065,8838.38%+65,883
ELEVANCE HEALTH INC(ELV)07,300+7,30003,1750.40%+3,175
CHEVRON CORP NEW(CVX)017,900+17,90002,9940.38%+2,994
KRAFT HEINZ CO(KHC)098,000+98,00002,9820.38%+2,982
ISHARES TR
MSCI USA QLT FCT
0213,880+213,880036,5504.65%+36,550
HUMANA INC(HUM)010,100+10,10002,6810.34%+2,681
ARCHER DANIELS MIDLAND CO055,500+55,50002,6650.34%+2,665
DIAMONDBACK ENERGY INC(FANG)015,700+15,70002,5100.32%+2,510
DOW INC(DOW)069,500+69,50002,4270.31%+2,427
ON SEMICONDUCTOR CORP(ON)052,000+52,00002,1160.27%+2,116
SCHWAB STRATEGIC TR01,348,790+1,348,790041,5435.29%+41,543
DIMENSIONAL ETF TRUST
EMERGING MKTS HI
01,263,347+1,263,347031,8624.05%+31,862
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
0238,152+238,152018,8002.39%+18,800
CORE NATURAL RESOURCES INC(CNR)014,029+14,02901,0820.14%+1,082
SCHWAB STRATEGIC TR0786,600+786,600028,4283.62%+28,428
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0187,789+187,789011,0211.40%+11,021
THE CIGNA GROUP(CI)012,454+12,45404,0970.52%+4,097
VANGUARD WHITEHALL FDS0153,855+153,855011,3381.44%+11,338
MILLROSE PPTYS INC(MRP)018,520+18,52004910.06%+491
PRINCIPAL FINANCIAL GROUP IN(PFG)059,456+59,45605,0160.64%+5,016
VERIZON COMMUNICATIONS INC(VZ)064,303+64,30302,9170.37%+2,917
TRAVELERS COMPANIES INC(TRV)15,30715,373+663,6874,0660.52%+378
CHUBB LIMITED
COM
013,544+13,54404,1020.52%+4,102
GARMIN LTD(GRMN)27,91228,008+965,7576,0810.77%+324
ISHARES TR
MSCI INTL MOMENT
084,152+84,15203,3610.43%+3,361
EXXON MOBIL CORP021,597+21,59702,5690.33%+2,569
SOCIEDAD QUIMICA Y MINERA DE(SQM)062,500+62,50002,4830.32%+2,483
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
106,822109,075+2,2534,8435,0510.64%+208
VANGUARD MUN BD FDS0329,835+329,835016,3662.08%+16,366
CISCO SYS INC(CSCO)66,10166,536+4353,9134,1060.52%+193
EOG RES INC(EOG)29,49729,692+1953,6163,8080.48%+192
TYSON FOODS INC(TSN)25,97726,209+2321,4921,6720.21%+180
GENERAL DYNAMICS CORP(GD)017,015+17,01504,6380.59%+4,638
NUCOR CORP(NUE)042,433+42,43305,1300.65%+5,130
RYERSON HLDG CORP(RYZ)37,60037,939+3396968710.11%+175
VALERO ENERGY CORP(VLO)015,349+15,34902,0270.26%+2,027
RADIUS RECYCLING INC11,05411,216+1621683240.04%+156
UNITED STATES STL CORP NEW18,34718,371+246247760.10%+153
STEEL DYNAMICS INC(STLD)012,149+12,14901,5260.19%+1,526
AMBEV SA(ABEV)0298,463+298,46307020.09%+702
FIDELITY NATIONAL FINANCIAL(FNF)012,193+12,19307940.10%+794
CONOCOPHILLIPS(COP)017,271+17,27101,8140.23%+1,814
UNIVERSAL INS HLDGS INC(UVE)37,43437,991+5577889000.11%+112
PAGSEGURO DIGITAL LTD(PAGS)073,800+73,80005630.07%+563
WEYERHAEUSER CO MTN BE(WY)069,309+69,30902,0290.26%+2,029
INTEL CORP(INTC)031,357+31,35707120.09%+712
COTERRA ENERGY INC23,34523,511+1665966790.09%+83
VANGUARD INTL EQUITY INDEX F025,964+25,96401,0510.13%+1,051
MOSAIC CO NEW(MOS)27,40027,611+2116737460.09%+72
ENNIS INC(EBF)043,974+43,97408830.11%+883
ECHOSTAR CORP(ECHO)22,81922,81905235840.07%+61
VANGUARD MALVERN FDS19,05619,711+6559239840.13%+61
STEWART INFORMATION SVCS COR(STC)012,648+12,64809020.11%+902
ISHARES TR16,16816,403+2351,4401,4860.19%+46
LABCORP HOLDINGS INC(LH)11,16711,200+332,5612,6070.33%+46
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
11,83411,822-124204650.06%+45
CAPITAL ONE FINL CORP(COF)29,83129,920+895,3195,3650.68%+45
INMODE LTD(INMD)39,85039,85006657070.09%+41
STURM RUGER & CO INC010,250+10,25004030.05%+403
MGIC INVT CORP WIS(MTG)33,74433,922+1788008410.11%+41
ESSENT GROUP LTD(ESNT)011,451+11,45106610.08%+661
FIRST AMERN FINL CORP(FAF)9,6159,698+836006360.08%+36
ISHARES TR
BROAD USD HIGH
56,79857,479+6812,0902,1160.27%+26
VANGUARD INDEX FDS027,974+27,97402,5330.32%+2,533
VANGUARD STAR FDS5,4405,557+1173213450.04%+24
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
10,32410,354+302602790.04%+18
INGLES MKTS INC(IMKTA)015,171+15,17109880.13%+988
VANGUARD INTL EQUITY INDEX F8,1338,319+1869559650.12%+9
PARAMOUNT GLOBAL10,51010,532+222352400.03%+5
INSTEEL INDS INC018,144+18,14404770.06%+477
EVEREST GROUP LTD(EG)1,6641,673+96036080.08%+5
ISHARES TR
MSCI USA MMENTM
23,11723,686+5694,7834,7880.61%+4
ISHARES TR23,25423,257+32,4532,4560.31%+3
TEGNA INC32,40032,623+2235975980.08%+2
ETHAN ALLEN INTERIORS INC030,872+30,87208550.11%+855
GLOBAL X FDS
US PFD ETF
60,97362,383+1,4101,1901,1880.15%-2
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)29,59529,708+1132,2762,2730.29%-3
AGCO CORP7,7007,721+217207150.09%-5
PATHWARD FINANCIAL INC(CASH)10,20010,20007517450.09%-6
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
13,16313,195+324454370.06%-7
BANK OZK LITTLE ROCK ARK(OZK)14,69214,811+1196546440.08%-11
POPULAR INC(BPOP)9,6269,685+599129010.11%-11
TAYLOR MORRISON HOME CORP(TMHC)011,079+11,07906650.08%+665
NMI HLDGS INC(NMIH)022,757+22,75708200.10%+820
TEEKAY TANKERS LTD(TNK)12,70012,771+715054890.06%-17
DIMENSIONAL ETF TRUST
EMERGING MKTS VA
21,02419,703-1,3215515330.07%-18
GENIE ENERGY LTD40,00040,202+2026246050.08%-19
RENAISSANCERE HLDGS LTD(RNR)2,4052,409+45985780.07%-20
PREFERRED BK LOS ANGELES CA(PFBC)10,30710,388+818908690.11%-21
OLYMPIC STEEL INC018,783+18,78305920.08%+592
HANMI FINL CORP(HAFC)30,83231,170+3387287060.09%-22
SMITH & WESSON BRANDS INC034,389+34,38903250.04%+325
VISHAY INTERTECHNOLOGY INC(VSH)28,22528,395+1704784510.06%-27
HEIDRICK & STRUGGLES INTL IN20,02320,087+648878600.11%-27
FIRST HORIZON CORPORATION(FHN)46,94747,270+3239539250.12%-27
PREMIER INC17,25617,417+1613663360.04%-30
METROPOLITAN BK HLDG CORP(MCB)13,50013,50007887560.10%-33
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