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CIK: 0001695818
Total reported value
$1.4B
$1.4B
180 檔
23.4%
The Q4 2024 SEC filing reveals that Unison Advisors LLC held a total portfolio value of $1.4B, covering 180 public equity positions.
In Q4 2024, Unison Advisors LLC displayed an active expansion posture, initiating 2 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AVUV, AVDV, VTV) accounted for 23.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 12.03% | +0.49% | -0.91% | |
| 2 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 9.05% | -0.29% | +0.47% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 7.44% | +0.41% | -1.61% | |
| 4 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 6.64% | -1.15% | — | |
| 5 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 4.71% | -0.13% | +0.75% | |
| 6 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 4.70% | -0.01% | -1.09% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.02% | +0.59% | -2.99% | |
| 8 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 3.58% | +0.39% | -1.30% | |
| 9 | IQLT | Ishares Msci International Q | ETF-Other | 3.28% | +0.04% | -2.03% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.27% | -0.04% | -3.01% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.08% | -0.04% | -3.48% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.96% | -0.02% | +0.02% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.92% | -0.08% | -1.18% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.29% | -0.04% | -0.11% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.19% | -0.04% | -7.88% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | -0.07% | +0.06% | |
| 17 | DFSEUR | Discover Financial Services | Stock-Other | 0.94% | — | +0.47% | |
| 18 | SYF | Synchrony Financial | Stock-Financials | 0.81% | +0.02% | +0.46% | |
| 19 | GRMN | Garmin Ltd. | Stock-Tech | 0.69% | -0.03% | +0.44% | |
| 20 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.64% | +0.04% | +0.16% | |
| 21 | COF | Capital One Financial CORP | Stock-Financials | 0.63% | +0.01% | +0.32% | |
| 22 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.60% | -0.01% | +0.27% | |
| 23 | NUE | Nucor CORP | Stock-Materials | 0.59% | +0.11% | +0.35% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.58% | -0.05% | -4.91% | |
| 25 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.58% | -0.01% | +5.25% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.57% | +0.24% | +2.29% | |
| 27 | AFL | Aflac Inc | Stock-Financials | 0.56% | — | +0.44% | |
| 28 | PFG | Principal Financial Group | Stock-Financials | 0.54% | +0.05% | +0.80% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.53% | -0.02% | +0.46% | |
| 30 | FITB | Fifth Third Bancorp | Stock-Financials | 0.52% | +0.05% | +0.78% | |
| 31 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.51% | -0.09% | — | |
| 32 | MET | Metlife Inc | Stock-Financials | 0.51% | +0.03% | +0.63% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.50% | -0.54% | EXIT | |
| 34 | PRU | Prudential Financial Inc | Stock-Financials | 0.48% | +0.01% | +1.04% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | -0.40% | EXIT | |
| 36 | CMI | Cummins Inc | Stock-Industrials | 0.46% | — | +0.47% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.45% | -0.01% | +0.30% | |
| 38 | HPQ | Hp Inc | Stock-Tech | 0.44% | -0.17% | EXIT | |
| 39 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.44% | +0.01% | +0.43% | |
| 40 | EOG | Eog Resources Inc | Stock-Energy | 0.43% | -0.06% | +0.69% | |
| 41 | GM | General Motors Co | Stock-Consumer Disc | 0.43% | -0.02% | +0.24% | |
| 42 | DDS | Dillards Inc-cl A | Stock-Other | 0.42% | -0.04% | +0.06% | |
| 43 | CI | THE Cigna Group | Stock-Healthcare | 0.41% | -0.02% | +0.39% | |
| 44 | IP | International Paper Co | Stock-Consumer Disc | 0.37% | — | +0.96% | |
| 45 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.36% | +0.02% | +5.30% | |
| 46 | EA | Electronic Arts Inc | Stock-Comm Services | 0.36% | — | +0.13% | |
| 47 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.36% | -0.11% | +1.43% | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.35% | — | +0.51% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.35% | — | +0.10% | |
| 50 | NVR | Nvr Inc | Stock-Consumer Disc | 0.33% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTEI | Vanguard Int Tax-exempt Bond | +6.6% | NEW | New buy |
| 2 | SYF | Synchrony Financial | +0.2% | +0.46% | Add |
| 3 | DFSEUR | Discover Financial Services | +0.2% | +0.47% | Add |
| 4 | GRMN | Garmin Ltd. | +0.1% | +0.44% | Add |
| 5 | COF | Capital One Financial CORP | +0.1% | +0.32% | Add |
| 6 | GM | General Motors Co | +0.1% | +0.24% | Add |
| 7 | DDS | Dillards Inc-cl A | +0.1% | +0.06% | Add |
| 8 | TNK | Teekay Tankers Ltd. | +0.1% | NEW | New buy |
| 9 | CSCO | Cisco Systems Inc | +0.1% | +0.73% | Add |
| 10 | EMR | Emerson Electric Co | 0% | +0.46% | Add |
| 11 | IP | International Paper Co | 0% | +0.96% | Add |
| 12 | CMI | Cummins Inc | 0% | +0.47% | Add |
| 13 | BKE | Buckle Inc/the | 0% | +0.81% | Add |
| 14 | CALM | Cal-maine Foods Inc | 0% | — | Unchanged |
| 15 | MHO | M/i Homes Inc | 0% | — | Unchanged |
| 16 | PHM | Pultegroup Inc | 0% | +0.12% | Add |
| 17 | SQM | Quimica Y Minera Chil-sp Adr | 0% | — | Unchanged |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | -4.91% | Trim |
| 19 | VZ | Verizon Communications Inc | 0% | +1.54% | Add |
| 20 | WY | Weyerhaeuser Co | -0.1% | +0.61% | Add |
| 21 | AFL | Aflac Inc | -0.1% | +0.44% | Add |
| 22 | HPQ | Hp Inc | -0.1% | +0.78% | Add |
| 23 | ALGN | Align Technology Inc | -0.1% | — | Unchanged |
| 24 | BBY | Best Buy Co Inc | -0.1% | +0.95% | Add |
| 25 | PFG | Principal Financial Group | -0.1% | +0.80% | Add |
| 26 | BSV | Vanguard Short-term Bond ETF | -0.1% | -26.31% | Trim |
| 27 | NVR | Nvr Inc | -0.1% | — | Unchanged |
| 28 | MU | Micron Technology Inc | -0.1% | +0.10% | Add |
| 29 | GD | General Dynamics CORP | -0.1% | +0.46% | Add |
| 30 | TNK | Teekay Tankers Ltd. | -0.1% | EXIT | Sold out |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -1.18% | Trim |
| 32 | CI | THE Cigna Group | -0.1% | +0.39% | Add |
| 33 | LYB | LyondellBasell Industries N.V. | -0.1% | +1.43% | Add |
| 34 | VYMI | Vanguard Int High Dvd Yld In | -0.1% | -0.11% | Trim |
| 35 | VGSH | Vanguard Short-term Treasury | -0.1% | -7.88% | Trim |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -3.48% | Trim |
| 37 | AVUV | Avantis US Small Cap Value | -0.2% | -0.91% | Trim |
| 38 | NUE | Nucor CORP | -0.2% | +0.35% | Add |
| 39 | AMD | Advanced Micro Devices | -0.2% | — | Unchanged |
| 40 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -2.99% | Trim |
| 41 | LEN | Lennar Corp-a | -0.2% | +0.27% | Add |
| 42 | DHI | Dr Horton Inc | -0.2% | +0.16% | Add |
| 43 | REGN | Regeneron Pharmaceuticals | -0.3% | — | Unchanged |
| 44 | DEHP | Dimensional Emrg Mrk Hi Prof | -0.4% | -1.30% | Trim |
| 45 | VTV | Vanguard Value ETF | -0.4% | -1.61% | Trim |
| 46 | IQLT | Ishares Msci International Q | -0.5% | -2.03% | Trim |
| 47 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.5% | +0.75% | Add |
| 48 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.6% | -3.01% | Trim |
| 49 | DGS | Wisdomtree Em Small Cap | -0.6% | -1.09% | Trim |
| 50 | AVDV | Avantis Intl S/c Value ETF | -0.8% | +0.47% | Add |
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 Q4 2024.
During Q4 2024, Unison Advisors LLC's top holdings by market value included AVUV (12.0%)、AVDV (9.1%)、VTV (7.4%). The largest single position, AVUV, represented 12.0% of total portfolio value.
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Top New Position Initiated
VTEI
市值: $55.8M
Top Position Liquidated / Trimmed
TNK
前期市值: $739.8K
In Q4 2024, Unison Advisors LLC made 43 total portfolio adjustments, initiating 2 new buys, adding to 27 positions, trimming 13 holdings, and fully liquidating 1 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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