Unison Advisors LLC Diversified Active

Location: Providence, RI

CIK: 0001695818 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 14, 2023

Total Value: $900M (100.0% shares, 0.0% debt)

Holdings (179)

AVDV AMERICAN CENTY ETF TR 12.5%
Value $112M Shares 1,919,177 Est. Cost $51.38 Unrealized
AVUV AMERICAN CENTY ETF TR 10.2%
Value $91.74M Shares 1,238,700 Est. Cost $49.49 Unrealized
FNDE SCHWAB STRATEGIC TR 8.1%
Value $72.82M Shares 2,795,486 Est. Cost $26.11 Unrealized
IQLT ISHARES TR 7.8%
Value $70.68M Shares 2,002,175 Est. Cost $29.57 Unrealized
DEHP DIMENSIONAL ETF TRUST 7.1%
Value $64.05M Shares 2,710,459 Est. Cost $21.70 Unrealized
QUAL ISHARES TR 6.1%
Value $55.2M Shares 444,913 Est. Cost $114.81 Unrealized
DGS WISDOMTREE TR 5.9%
Value $52.92M Shares 1,155,609 Est. Cost $44.33 Unrealized
VTV VANGUARD INDEX FDS 5.7%
Value $51.52M Shares 373,056 Est. Cost $126.17 Unrealized
FNDF SCHWAB STRATEGIC TR 3.3%
Value $29.99M Shares 959,132 Est. Cost $28.44 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.9%
Value $17.08M Shares 224,047 Est. Cost $78.06 Unrealized
VTEB VANGUARD MUN BD FDS 1.8%
Value $16.41M Shares 324,008 Est. Cost $49.45 Unrealized
VYM VANGUARD WHITEHALL FDS 1.6%
Value $14.17M Shares 134,277 Est. Cost $94.88 Unrealized
BIL SPDR SER TR 1.5%
Value $13.4M Shares 145,913 Est. Cost $91.49 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 1.3%
Value $12.02M Shares 205,337 Est. Cost $59.30 Unrealized
VYMI VANGUARD WHITEHALL FDS 1.3%
Value $11.55M Shares 186,408 Est. Cost $54.22 Unrealized
NUE NUCOR CORP 0.7%
Value $6.394M Shares 41,260 Est. Cost $38.40 Unrealized +296.6%
REGN REGENERON PHARMACEUTICALS 0.5%
Value $4.928M Shares 5,998 Est. Cost $503.83 Unrealized +48.9%
BSV VANGUARD BD INDEX FDS 0.5%
Value $4.647M Shares 60,756 Est. Cost $77.78 Unrealized
DISCOVER FINL SVCS 0.5%
Value $4.299M Shares 43,491 Est. Cost $59.68 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.5%
Value $4.101M Shares 55,180 Est. Cost $36.70 Unrealized +107.7%
LEN LENNAR CORP 0.4%
Value $3.805M Shares 36,204 Est. Cost $50.56 Unrealized +83.4%
GD GENERAL DYNAMICS CORP 0.4%
Value $3.715M Shares 16,279 Est. Cost $170.87 Unrealized +27.4%
DHI D R HORTON INC 0.4%
Value $3.714M Shares 38,021 Est. Cost $47.91 Unrealized +93.6%
ALGN ALIGN TECHNOLOGY INC 0.4%
Value $3.534M Shares 10,576 Est. Cost $257.42 Unrealized +14.6%
LYB LYONDELLBASELL INDUSTRIES N 0.4%
Value $3.449M Shares 36,737 Est. Cost $51.30 Unrealized +48.6%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $3.433M Shares 35,024 Est. Cost $85.15 Unrealized -4.4%
META META PLATFORMS INC 0.4%
Value $3.36M Shares 15,854 Est. Cost $160.96 Unrealized +5.1%
PFE PFIZER INC 0.4%
Value $3.288M Shares 80,590 Est. Cost $31.10 Unrealized +17.5%
CSCO CISCO SYS INC 0.4%
Value $3.263M Shares 62,428 Est. Cost $40.05 Unrealized +12.0%
HPQ HP INC 0.3%
Value $3.147M Shares 106,265 Est. Cost $15.53 Unrealized +65.6%
EOG EOG RES INC 0.3%
Value $3.126M Shares 27,267 Est. Cost $98.30 Unrealized +11.2%
VMBS VANGUARD SCOTTSDALE FDS 0.3%
Value $3.119M Shares 67,003 Est. Cost $51.08 Unrealized
CI THE CIGNA GROUP 0.3%
Value $3.072M Shares 12,021 Est. Cost $229.72 Unrealized +20.2%
CVS CVS HEALTH CORP 0.3%
Value $2.976M Shares 40,053 Est. Cost $70.48 Unrealized +6.7%
SYF SYNCHRONY FINANCIAL 0.3%
Value $2.894M Shares 99,511 Est. Cost $19.97 Unrealized +57.5%
MET METLIFE INC 0.3%
Value $2.846M Shares 49,114 Est. Cost $33.23 Unrealized +85.9%
AFL AFLAC INC 0.3%
Value $2.843M Shares 44,068 Est. Cost $34.47 Unrealized +86.5%
COF CAPITAL ONE FINL CORP 0.3%
Value $2.775M Shares 28,858 Est. Cost $65.94 Unrealized +51.2%
BEN FRANKLIN RESOURCES INC 0.3%
Value $2.699M Shares 99,080 Est. Cost $17.94 Unrealized +38.8%
GRMN GARMIN LTD 0.3%
Value $2.696M Shares 26,714 Est. Cost $87.67 Unrealized +5.0%
PRU PRUDENTIAL FINL INC 0.3%
Value $2.591M Shares 31,315 Est. Cost $55.03 Unrealized +50.2%
CB CHUBB LIMITED 0.3%
Value $2.561M Shares 13,134 Est. Cost $118.46 Unrealized +71.1%
FITB FIFTH THIRD BANCORP 0.3%
Value $2.554M Shares 94,696 Est. Cost $18.57 Unrealized +58.4%
CMI CUMMINS INC 0.3%
Value $2.538M Shares 10,624 Est. Cost $139.23 Unrealized +63.7%
TRV TRAVELERS COMPANIES INC 0.3%
Value $2.525M Shares 14,731 Est. Cost $102.10 Unrealized +68.5%
PCAR PACCAR INC 0.3%
Value $2.516M Shares 34,367 Est. Cost $45.27 Unrealized +41.7%
LABORATORY CORP AMER HLDGS 0.3%
Value $2.5M Shares 10,899 Est. Cost $204.77 Unrealized
EA ELECTRONIC ARTS INC 0.3%
Value $2.491M Shares 20,683 Est. Cost $138.37 Unrealized -16.4%
GM GENERAL MTRS CO 0.3%
Value $2.437M Shares 66,438 Est. Cost $29.93 Unrealized +22.5%
MTUM ISHARES TR 0.3%
Value $2.304M Shares 16,572 Est. Cost $158.71 Unrealized
SUB ISHARES TR 0.3%
Value $2.292M Shares 21,895 Est. Cost $104.28 Unrealized
MMM 3M CO 0.2%
Value $2.197M Shares 20,903 Est. Cost $96.19 Unrealized -11.8%
DDS DILLARDS INC 0.2%
Value $2.175M Shares 7,064 Est. Cost $87.54 Unrealized +246.3%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $2.17M Shares 55,797 Est. Cost $42.82 Unrealized -23.6%
BBY BEST BUY INC 0.2%
Value $2.101M Shares 26,536 Est. Cost $93.85 Unrealized -23.9%
VNQ VANGUARD INDEX FDS 0.2%
Value $2.082M Shares 25,068 Est. Cost $85.86 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value $2.062M Shares 34,175 Est. Cost $42.32 Unrealized +36.5%
KDP KEURIG DR PEPPER INC 0.2%
Value $2.054M Shares 57,880 Est. Cost $21.62 Unrealized +49.6%
SLF SUN LIFE FINANCIAL INC. 0.2%
Value $2.002M Shares 42,878 Est. Cost $37.15 Unrealized +29.6%
SWKS SKYWORKS SOLUTIONS INC 0.2%
Value $1.97M Shares 16,697 Est. Cost $71.96 Unrealized +40.4%
IP INTERNATIONAL PAPER CO 0.2%
Value $1.907M Shares 52,885 Est. Cost $28.30 Unrealized +14.8%
GILD GILEAD SCIENCES INC 0.2%
Value $1.824M Shares 21,982 Est. Cost $57.01 Unrealized +31.0%
IMTM ISHARES TR 0.2%
Value $1.789M Shares 55,365 Est. Cost $33.91 Unrealized
TROW PRICE T ROWE GROUP INC 0.2%
Value $1.777M Shares 15,740 Est. Cost $78.85 Unrealized +26.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.2%
Value $1.747M Shares 28,671 Est. Cost $53.44 Unrealized +11.7%
ALL ALLSTATE CORP 0.2%
Value $1.675M Shares 14,998 Est. Cost $82.31 Unrealized +43.6%
CMCSA COMCAST CORP NEW 0.2%
Value $1.585M Shares 41,801 Est. Cost $30.93 Unrealized +12.0%
USHY ISHARES TR 0.2%
Value $1.555M Shares 43,733 Est. Cost $37.22 Unrealized
TSN TYSON FOODS INC 0.2%
Value $1.443M Shares 24,333 Est. Cost $48.74 Unrealized +13.8%
BIIB BIOGEN INC 0.2%
Value $1.412M Shares 5,078 Est. Cost $303.35 Unrealized -8.8%
WBD WARNER BROS DISCOVERY INC 0.2%
Value $1.351M Shares 89,483 Est. Cost $18.55 Unrealized -23.3%
STLD STEEL DYNAMICS INC 0.1%
Value $1.341M Shares 11,818 Est. Cost $34.53 Unrealized +222.1%
IMKTA INGLES MKTS INC 0.1%
Value $1.323M Shares 14,914 Est. Cost $48.99 Unrealized +84.3%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value $1.295M Shares 37,453 Est. Cost $53.01 Unrealized
LNC LINCOLN NATL CORP IND 0.1%
Value $1.276M Shares 56,780 Est. Cost $31.81 Unrealized -22.1%
BKE BUCKLE INC 0.1%
Value $1.196M Shares 33,504 Est. Cost $14.11 Unrealized +120.4%
T AT&T INC 0.1%
Value $1.103M Shares 57,287 Est. Cost $14.73 Unrealized +11.1%
ASIX ADVANSIX INC 0.1%
Value $1.095M Shares 28,625 Est. Cost $20.00 Unrealized +86.0%
EMB ISHARES TR 0.1%
Value $1.095M Shares 12,696 Est. Cost $98.61 Unrealized
VIV TELEFONICA BRASIL SA 0.1%
Value $1.041M Shares 131,492 Est. Cost $9.03 Unrealized
DINO HF SINCLAIR CORP 0.1%
Value $1.003M Shares 20,732 Est. Cost $39.86 Unrealized +15.3%
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value $994K Shares 24,512 Est. Cost $38.45 Unrealized
INTC INTEL CORP 0.1%
Value $990K Shares 30,293 Est. Cost $38.26 Unrealized -28.1%
EVC ENTRAVISION COMMUNICATIONS C 0.1%
Value $967K Shares 159,897 Est. Cost $2.68 Unrealized +83.2%
SUPN SUPERNUS PHARMACEUTICALS INC 0.1%
Value $921K Shares 25,422 Est. Cost $24.10 Unrealized +59.6%
APOG APOGEE ENTERPRISES INC 0.1%
Value $886K Shares 20,484 Est. Cost $27.61 Unrealized +52.4%
PFFD GLOBAL X FDS 0.1%
Value $882K Shares 44,431 Est. Cost $24.18 Unrealized
AYI ACUITY BRANDS INC 0.1%
Value $860K Shares 4,704 Est. Cost $120.77 Unrealized +51.6%
ENCORE WIRE CORP 0.1%
Value $817K Shares 4,410 Est. Cost $114.55 Unrealized
VTIP VANGUARD MALVERN FDS 0.1%
Value $812K Shares 16,981 Est. Cost $48.05 Unrealized
ABEV AMBEV SA 0.1%
Value $784K Shares 277,963 Est. Cost $6.17 Unrealized
FHI FEDERATED HERMES INC 0.1%
Value $766K Shares 19,090 Est. Cost $21.69 Unrealized +59.2%
EBF ENNIS INC 0.1%
Value $755K Shares 35,822 Est. Cost $12.87 Unrealized +28.1%
ETD ETHAN ALLEN INTERIORS INC 0.1%
Value $736K Shares 26,814 Est. Cost $15.07 Unrealized +53.7%
CMRE COSTAMARE INC 0.1%
Value $735K Shares 78,156 Est. Cost $6.09 Unrealized +48.9%
SNDR SCHNEIDER NATIONAL INC 0.1%
Value $725K Shares 27,009 Est. Cost $22.57 Unrealized +19.4%
BBSI BARRETT BUSINESS SVCS INC 0.1%
Value $724K Shares 8,165 Est. Cost $16.26 Unrealized +39.4%
BWA BORGWARNER INC 0.1%
Value $718K Shares 14,625 Est. Cost $31.27 Unrealized +27.3%
OFG OFG BANCORP 0.1%
Value $715K Shares 28,412 Est. Cost $16.88 Unrealized +65.7%
KE KIMBALL ELECTRONICS INC 0.1%
Value $714K Shares 29,624 Est. Cost $19.63 Unrealized +24.2%
HIBBETT INC 0.1%
Value $688K Shares 11,667 Est. Cost $41.85 Unrealized
MLI MUELLER INDS INC 0.1%
Value $680K Shares 9,256 Est. Cost $27.51 Unrealized +22.0%
CXW CORECIVIC INC 0.1%
Value $670K Shares 72,867 Est. Cost $7.90 Unrealized +30.0%
DFEV DIMENSIONAL ETF TRUST 0.1%
Value $666K Shares 28,470 Est. Cost $23.06 Unrealized
KIMBALL INTL INC 0.1%
Value $643K Shares 51,464 Est. Cost $10.52 Unrealized
UVE UNIVERSAL INS HLDGS INC 0.1%
Value $640K Shares 35,133 Est. Cost $21.83 Unrealized -32.3%
MEI METHODE ELECTRS INC 0.1%
Value $634K Shares 14,446 Est. Cost $26.41 Unrealized +56.3%
PPC PILGRIMS PRIDE CORP 0.1%
Value $628K Shares 27,071 Est. Cost $20.80 Unrealized +16.4%
VSH VISHAY INTERTECHNOLOGY INC 0.1%
Value $619K Shares 27,371 Est. Cost $18.47 Unrealized +11.9%
DISH NETWORK CORPORATION 0.1%
Value $607K Shares 65,037 Est. Cost $29.95 Unrealized
PHM PULTE GROUP INC 0.1%
Value $606K Shares 10,377 Est. Cost $46.09 Unrealized +14.5%
APO APOLLO GLOBAL MGMT INC 0.1%
Value $601K Shares 9,512 Est. Cost $51.03 Unrealized +25.0%
MTH MERITAGE HOMES CORP 0.1%
Value $599K Shares 5,129 Est. Cost $46.77 Unrealized +15.0%
EG EVEREST RE GROUP LTD 0.1%
Value $580K Shares 1,620 Est. Cost $205.86 Unrealized +66.3%
WLK WESTLAKE CORPORATION 0.1%
Value $577K Shares 4,979 Est. Cost $63.11 Unrealized +73.3%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.1%
Value $562K Shares 9,933 Est. Cost $34.47 Unrealized +59.9%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value $562K Shares 17,435 Est. Cost $30.41 Unrealized
EIG EMPLOYERS HLDGS INC 0.1%
Value $561K Shares 13,453 Est. Cost $34.88 Unrealized +13.4%
WRLD WORLD ACCEP CORPORATION 0.1%
Value $543K Shares 6,522 Est. Cost $88.83 Unrealized -1.9%
AMERICAN EQTY INVT LIFE HLD 0.1%
Value $542K Shares 14,848 Est. Cost $27.38 Unrealized
HCC WARRIOR MET COAL INC 0.1%
Value $539K Shares 14,684 Est. Cost $31.73 Unrealized +16.5%
MAN MANPOWERGROUP INC WIS 0.1%
Value $538K Shares 6,523 Est. Cost $80.96 Unrealized +5.2%
CTRA COTERRA ENERGY INC 0.1%
Value $535K Shares 21,798 Est. Cost $20.78 Unrealized +6.2%
BPOP POPULAR INC 0.1%
Value $529K Shares 9,129 Est. Cost $44.94 Unrealized +32.5%
SANM SANMINA CORPORATION 0.1%
Value $528K Shares 8,654 Est. Cost $33.77 Unrealized +77.4%
PREMIER INC 0.1%
Value $523K Shares 16,171 Est. Cost $34.87 Unrealized
RGR STURM RUGER & CO INC 0.1%
Value $522K Shares 9,096 Est. Cost $51.43 Unrealized +8.4%
HAFC HANMI FINL CORP 0.1%
Value $516K Shares 27,810 Est. Cost $18.86 Unrealized +20.5%
LBRT LIBERTY ENERGY INC 0.1%
Value $515K Shares 40,167 Est. Cost $12.97 Unrealized +14.1%
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value $511K Shares 2,283 Est. Cost $152.67 Unrealized +61.5%
RMR RMR GROUP INC 0.1%
Value $511K Shares 19,464 Est. Cost $20.31 Unrealized +6.1%
NMIH NMI HLDGS INC 0.1%
Value $508K Shares 22,757 Est. Cost $22.48 Unrealized -0.3%
AMWD AMERICAN WOODMARK CORPORATIO 0.1%
Value $477K Shares 9,160 Est. Cost $55.36 Unrealized -2.3%
UNITED STATES STL CORP NEW 0.1%
Value $474K Shares 18,165 Est. Cost $32.77 Unrealized
RNR RENAISSANCERE HLDGS LTD 0.1%
Value $474K Shares 2,366 Est. Cost $135.30 Unrealized +48.8%
HCSG HEALTHCARE SVCS GROUP INC 0.1%
Value $473K Shares 34,087 Est. Cost $16.50 Unrealized -20.2%
OZK BANK OZK LITTLE ROCK ARK 0.1%
Value $472K Shares 13,795 Est. Cost $22.09 Unrealized +69.3%
NPK NATIONAL PRESTO INDS INC 0.1%
Value $471K Shares 6,536 Est. Cost $78.24 Unrealized -6.7%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value $464K Shares 3,495 Est. Cost $114.42 Unrealized +23.8%
GT GOODYEAR TIRE & RUBR CO 0.1%
Value $459K Shares 41,653 Est. Cost $13.40 Unrealized -17.2%
EWBC EAST WEST BANCORP INC 0.0%
Value $441K Shares 7,952 Est. Cost $43.94 Unrealized +44.0%
ESNT ESSENT GROUP LTD 0.0%
Value $441K Shares 11,000 Est. Cost $33.72 Unrealized +16.1%
CPRI CAPRI HOLDINGS LIMITED 0.0%
Value $440K Shares 9,361 Est. Cost $34.57 Unrealized +55.2%
VVX V2X INC 0.0%
Value $436K Shares 10,983 Est. Cost $42.28 Unrealized +1.1%
QDEL QUIDELORTHO CORP 0.0%
Value $433K Shares 4,864 Est. Cost $99.09 Unrealized -12.2%
THO THOR INDS INC 0.0%
Value $430K Shares 5,400 Est. Cost $71.47 Unrealized +16.0%
BCC BOISE CASCADE CO DEL 0.0%
Value $420K Shares 6,633 Est. Cost $59.88 Unrealized +0.2%
FF FUTUREFUEL CORP 0.0%
Value $405K Shares 54,890 Est. Cost $4.97 Unrealized +4.7%
JOUT JOHNSON OUTDOORS INC 0.0%
Value $402K Shares 6,377 Est. Cost $78.57 Unrealized -17.8%
LEA LEAR CORP 0.0%
Value $395K Shares 2,832 Est. Cost $98.23 Unrealized +30.2%
SWBI SMITH & WESSON BRANDS INC 0.0%
Value $394K Shares 32,017 Est. Cost $10.26 Unrealized +4.2%
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value $393K Shares 11,238 Est. Cost $37.22 Unrealized -9.2%
FOOT LOCKER INC 0.0%
Value $387K Shares 9,762 Est. Cost $31.30 Unrealized
MTX MINERALS TECHNOLOGIES INC 0.0%
Value $384K Shares 6,351 Est. Cost $46.65 Unrealized +31.0%
STEELCASE INC 0.0%
Value $383K Shares 45,451 Est. Cost $11.66 Unrealized
SNX TD SYNNEX CORPORATION 0.0%
Value $381K Shares 3,932 Est. Cost $107.40 Unrealized -11.4%
DAN DANA INC 0.0%
Value $378K Shares 25,103 Est. Cost $13.48 Unrealized +11.4%
GBX GREENBRIER COS INC 0.0%
Value $376K Shares 11,683 Est. Cost $28.16 Unrealized -1.2%
IVZ INVESCO LTD 0.0%
Value $375K Shares 22,865 Est. Cost $13.22 Unrealized +17.6%
GIII G III APPAREL GROUP LTD 0.0%
Value $365K Shares 23,501 Est. Cost $18.98 Unrealized -17.7%
TBI TRUEBLUE INC 0.0%
Value $360K Shares 20,214 Est. Cost $20.16 Unrealized -7.3%
SCHNITZER STEEL INDS INC 0.0%
Value $324K Shares 10,426 Est. Cost $46.01 Unrealized
AAPL APPLE INC 0.0%
Value $324K Shares 1,962 Est. Cost $133.29 Unrealized +9.1%
AGX ARGAN INC 0.0%
Value $319K Shares 7,871 Est. Cost $33.12 Unrealized +12.9%
PACIFIC PREMIER BANCORP 0.0%
Value $317K Shares 13,205 Est. Cost $31.11 Unrealized
KRO KRONOS WORLDWIDE INC 0.0%
Value $307K Shares 33,338 Est. Cost $9.69 Unrealized -7.3%
GTN GRAY TELEVISION INC 0.0%
Value $302K Shares 34,602 Est. Cost $13.57 Unrealized -17.8%
VRA VERA BRADLEY INC 0.0%
Value $277K Shares 46,165 Est. Cost $7.35 Unrealized -23.9%
FLGT FULGENT GENETICS INC 0.0%
Value $273K Shares 8,757 Est. Cost $62.00 Unrealized -48.1%
QIWI PLC 0.0%
Value $269K Shares 47,500 Est. Cost $8.38 Unrealized
MHK MOHAWK INDS INC 0.0%
Value $266K Shares 2,657 Est. Cost $119.43 Unrealized -8.8%
PARAMOUNT GLOBAL 0.0%
Value $265K Shares 10,160 Est. Cost $33.86 Unrealized
EBIX INC 0.0%
Value $258K Shares 19,573 Est. Cost $29.43 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.0%
Value $242K Shares 10,025 Est. Cost $22.02 Unrealized
JRVR JAMES RIV GROUP LTD 0.0%
Value $222K Shares 10,770 Est. Cost $34.31 Unrealized -35.8%
GAP GAP INC 0.0%
Value $185K Shares 18,458 Est. Cost $9.23 Unrealized +18.2%
EBS EMERGENT BIOSOLUTIONS INC 0.0%
Value $124K Shares 11,957 Est. Cost $40.01 Unrealized -69.8%
HRTG HERITAGE INSURANCE HLDGS INC 0.0%
Value $105K Shares 34,123 Est. Cost $11.62 Unrealized -77.6%
APEI AMERICAN PUB ED INC 0.0%
Value $91,978 Shares 16,970 Est. Cost $20.52 Unrealized -48.9%