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Unified Ser Tr shares owned by Bare Financial Services

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Bare Financial Services from 13F filings

Historical chart of Bare Financial Services investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Bare Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Bare Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $15k 309 47.83

More positions owned by Bare Financial Services

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Value Etf Etf (VTV)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Inspire International Etf Etf (WWJD)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Inspire Corporate Bond Etf Etf (IBD)
Eventide High Dividend Etf Etf (ELCV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Crossmark Large Cap Growth Etf Etf (CLCG)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Mid-cap Growth Etf Etf (VOT)

View all positions for Bare Financial Services

Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
LPL Financial
Plan A Wealth
Atria Investments
Wealth Enhancement Advisory Services
OneAscent Family Office
Envestnet Asset Management
ValMark Advisers
Pensionmark Financial Group
Inspire Advisors
Investment Research Partners
RFG Advisory
OneAscent Investment Solutions
Patron Partners Advisors

View all funds holding Unified Ser Tr