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Unified Ser Tr shares owned by Mather Group

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Mather Group from 13F filings

Historical chart of Mather Group investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Mather Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Mather Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $13k 309 43.06

More positions owned by Mather Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust State Street Spd (SPTI)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Series Trust State Street Spd (SPTL)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Mather Group

Top funds holding Unified Ser Tr

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

View all funds holding Unified Ser Tr