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Unified Ser Tr shares owned by Values First Advisors

Quarter-by-quarter ownership of Unified Ser Tr (OALC) shares owned by Values First Advisors from 13F filings

Historical chart of Values First Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Values First Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Values First Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $267k 7.5k 35.45
2025-09-30 $139k 4.0k 34.81

More positions owned by Values First Advisors

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares U S Etf Tr Short Duration B (NEAR)
Emergent BioSolutions (EBS)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ensign (ENSG)
Monolithic Power Systems (MPWR)
Amphenol Corp Cl A (APH)
Lowe's Companies (LOW)
Expeditors International of Washington (EXPD)

View all positions for Values First Advisors

Top funds holding Unified Ser Tr

OneAscent Financial Services
OneAscent Wealth Management
Atria Investments
OneAscent Family Office
Patron Partners Advisors
TrueWealth Advisors
Cambridge Investment Research Advisors
RFG Advisory
Envestnet Asset Management
First Heartland Consultants
LPL Financial
OneAscent Investment Solutions
Jones Financial Companies, L.L
Jane Street
Meriwether Wealth & Planning

View all funds holding Unified Ser Tr