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CIK: 0001695818
Total reported value
$1.4B
$1.4B
180 檔
22.4%
At the close of Q2 2024, Unison Advisors LLC disclosed equity holdings valued at approximately $1.4B, spread across 180 reported holdings.
During Q2 2024, Unison Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AVUV, AVDV, VTV) accounted for 22.4% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 12.28% | +0.49% | -4.58% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 9.88% | -0.29% | -31.78% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 7.57% | +0.41% | +1.41% | |
| 4 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 5.32% | -0.13% | -45.96% | |
| 5 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 5.31% | -0.01% | -26.95% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.91% | +0.59% | -51.36% | |
| 7 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 4.12% | +0.39% | -50.60% | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 4.06% | +0.04% | -60.44% | |
| 9 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.80% | -0.04% | +3.48% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.24% | -0.04% | +4.73% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.05% | -0.08% | -1.60% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.92% | -0.02% | +0.03% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.39% | -0.04% | +2.12% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.38% | -0.04% | -0.72% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.07% | -0.04% | |
| 16 | NUE | Nucor CORP | Stock-Materials | 0.84% | +0.11% | +0.27% | |
| 17 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.79% | -0.09% | — | |
| 18 | DFSEUR | Discover Financial Services | Stock-Other | 0.74% | — | +0.58% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 0.71% | -0.54% | EXIT | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.70% | -0.05% | +41.49% | |
| 21 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.69% | -0.01% | +0.31% | |
| 22 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.68% | +0.04% | +0.20% | |
| 23 | SYF | Synchrony Financial | Stock-Financials | 0.61% | +0.02% | +0.62% | |
| 24 | GD | General Dynamics CORP | Stock-Industrials | 0.61% | -0.02% | +0.45% | |
| 25 | PFG | Principal Financial Group | Stock-Financials | 0.57% | +0.05% | +1.04% | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.57% | — | +0.09% | |
| 27 | GRMN | Garmin Ltd. | Stock-Tech | 0.57% | -0.03% | +0.51% | |
| 28 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.55% | -0.01% | +14.02% | |
| 29 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.54% | +0.24% | +8.24% | |
| 30 | COF | Capital One Financial CORP | Stock-Financials | 0.51% | +0.01% | +0.43% | |
| 31 | CI | THE Cigna Group | Stock-Healthcare | 0.51% | -0.02% | +0.39% | |
| 32 | AFL | Aflac Inc | Stock-Financials | 0.51% | — | +0.56% | |
| 33 | PRU | Prudential Financial Inc | Stock-Financials | 0.49% | +0.01% | +1.18% | |
| 34 | HPQ | Hp Inc | Stock-Tech | 0.49% | -0.17% | EXIT | |
| 35 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.47% | -0.11% | +1.23% | |
| 36 | FITB | Fifth Third Bancorp | Stock-Financials | 0.47% | +0.05% | +1.00% | |
| 37 | EOG | Eog Resources Inc | Stock-Energy | 0.46% | -0.06% | +0.67% | |
| 38 | MET | Metlife Inc | Stock-Financials | 0.45% | +0.03% | +0.74% | |
| 39 | DDS | Dillards Inc-cl A | Stock-Other | 0.43% | -0.04% | +4.91% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.43% | -0.01% | +0.34% | |
| 41 | GM | General Motors Co | Stock-Consumer Disc | 0.39% | -0.02% | +0.28% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.39% | -0.40% | EXIT | |
| 43 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.39% | +0.01% | +0.44% | |
| 44 | CMI | Cummins Inc | Stock-Industrials | 0.38% | — | +0.60% | |
| 45 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.37% | +0.02% | +10.49% | |
| 46 | EA | Electronic Arts Inc | Stock-Comm Services | 0.36% | — | +0.14% | |
| 47 | ALGN | Align Technology Inc | Stock-Healthcare | 0.32% | -0.02% | — | |
| 48 | SQM | Quimica Y Minera Chil-sp Adr | Stock-Other | 0.32% | -0.06% | — | |
| 49 | NVR | Nvr Inc | Stock-Consumer Disc | 0.32% | -0.01% | — | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.32% | -0.05% | +1.63% |
According to official SEC Form 13F filings, Unison Advisors LLC reported a total U.S. public equity portfolio value of $1.4B across 180 disclosed positions in Q2 2024.
During Q2 2024, Unison Advisors LLC's top holdings by market value included AVUV (12.3%)、AVDV (9.9%)、VTV (7.6%). The largest single position, AVUV, represented 12.3% of total portfolio value.
In Q2 2024, Unison Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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