Unionview

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "AAXJ",
  "GOOGL",
  "AWF",
  "AVGO",
  "HD",
  null,
  "FBIN",
  "EMR",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  "MSFT",
  null,
  null,
  "IJR",
  "IWD",
  "ORCL",
  "PAYX",
  "EEM",
  "IWF",
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PG",
  "MRK",
  "AMGN",
  "SAP",
  "SBUX",
  "VNQ",
  "VO",
  "VV",
  "VWO",
  null,
  null,
  "VYM",
  "SDY",
  "IWP",
  "IWR",
  "AMZN",
  "MSI",
  "IVE",
  null,
  "ESGD",
  null,
  null,
  null,
  null,
  "VEU",
  "VUG",
  "VEA",
  "VGK",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "DVY",
  "SO",
  "DIA",
  null,
  null,
  null,
  "KMB",
  "BAC",
  "BRK-B",
  "BA",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "COST",
  "IJT",
  "EFA",
  "IWB",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-03
Total Holdings: 91
Total Value: 136433594
Accession Number: 0001951757-25-000171
Form Type: 13F-HR
CIK: unionview
Manager Name: Unionview

Data Enrichment

82% identified

75 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

91 positions • $136.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287234

EEM|464287234

Shares:30.3K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$136.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:7.5K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$136.4M)

STARBUCKS CORP

SBUX|855244109

Shares:12.9K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$136.4M)

464287739

IYR|464287739

Shares:12.2K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$136.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:24.5K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$136.4M)

Alphabet Inc.

GOOG|02079K107

Shares:5.5K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$136.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:5.4K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$136.4M)

922908769

VTI|922908769

Shares:3.4K

Value:$971.6K

% of Portfolio:0.7% ($971.6K/$136.4M)

NVIDIA CORP

NVDA|67066G104

Shares:7.1K

Value:$950.7K

% of Portfolio:0.7% ($950.7K/$136.4M)

922042858

VWO|922042858

Shares:21.0K

Value:$925.1K

% of Portfolio:0.7% ($925.1K/$136.4M)

464288273

Shares:13.7K

Value:$832.8K

% of Portfolio:0.6% ($832.8K/$136.4M)

464288802

Shares:6.8K

Value:$828.6K

% of Portfolio:0.6% ($828.6K/$136.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.7K

Value:$783.3K

% of Portfolio:0.6% ($783.3K/$136.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.2K

Value:$772.8K

% of Portfolio:0.6% ($772.8K/$136.4M)

HOME DEPOT, INC.

HD|437076102

Shares:1.9K

Value:$755.9K

% of Portfolio:0.6% ($755.9K/$136.4M)

VISA INC.

V|92826C839

Shares:2.3K

Value:$714.6K

% of Portfolio:0.5% ($714.6K/$136.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:6.4K

Value:$685.5K

% of Portfolio:0.5% ($685.5K/$136.4M)

Meta Platforms, Inc.

META|30303M102

Shares:1.1K

Value:$637.6K

% of Portfolio:0.5% ($637.6K/$136.4M)

922908637

VV|922908637

Shares:2.1K

Value:$561.4K

% of Portfolio:0.4% ($561.4K/$136.4M)

464287838

Shares:4.2K

Value:$548.8K

% of Portfolio:0.4% ($548.8K/$136.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(EEMcusip464287234)	30.3K	QoQ -0.78% (-238) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$136.4M)	QoQ -8.93% (-$124.9K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	7.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$136.4M)	QoQ -3.20% (-$41.6K) YoY-
STARBUCKS CORP(SBUXcusip855244109)	12.9K	QoQ -0.40% (-52) YoY-	All Managers (Combined)	$1.2M	0.9% ($1.2M/$136.4M)	QoQ -6.77% (-$85.6K) YoY-
(IYRcusip464287739)	12.2K	QoQ +3.01% (-357) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$136.4M)	QoQ -5.88% (-$70.9K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	24.5K	QoQ +0.34% (+85) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$136.4M)	QoQ +11.14% (+$107.9K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	5.5K	QoQ -0.27% (-15) YoY-	All Managers (Combined)	$1.0M	0.8% ($1.0M/$136.4M)	QoQ +13.59% (-$124.5K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	5.4K	QoQ -0.66% (-36) YoY-	All Managers (Combined)	$1.0M	0.7% ($1.0M/$136.4M)	QoQ +13.38% (-$120.3K) YoY-
(VTIcusip922908769)	3.4K	QoQ +1.33% (+44) YoY-	All Managers (Combined)	$971.6K	0.7% ($971.6K/$136.4M)	QoQ +3.73% (+$35.0K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	7.1K	QoQ -4.06% (-300) YoY-	All Managers (Combined)	$950.7K	0.7% ($950.7K/$136.4M)	QoQ +6.08% (-$54.5K) YoY-
(VWOcusip922042858)	21.0K	QoQ +2.16% (-446) YoY-	All Managers (Combined)	$925.1K	0.7% ($925.1K/$136.4M)	QoQ -5.96% (-$58.7K) YoY-
(cusip464288273)✕	13.7K	QoQ +1.49% (-202) YoY-	All Managers (Combined)	$832.8K	0.6% ($832.8K/$136.4M)	QoQ -8.92% (-$81.6K) YoY-
(cusip464288802)✕	6.8K	QoQ -2.68% (-188) YoY-	All Managers (Combined)	$828.6K	0.6% ($828.6K/$136.4M)	QoQ -1.70% (-$14.4K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.7K	QoQ -1.03% (-18) YoY-	All Managers (Combined)	$783.3K	0.6% ($783.3K/$136.4M)	QoQ -2.53% (-$20.3K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.2K	QoQ +0.06% (+2) YoY-	All Managers (Combined)	$772.8K	0.6% ($772.8K/$136.4M)	QoQ +13.73% (+$93.3K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	1.9K	QoQ -0.61% (-12) YoY-	All Managers (Combined)	$755.9K	0.6% ($755.9K/$136.4M)	QoQ -4.58% (-$36.4K) YoY-
VISA INC.(Vcusip92826C839)	2.3K	QoQ -1.52% (-35) YoY-	All Managers (Combined)	$714.6K	0.5% ($714.6K/$136.4M)	QoQ +13.19% (-$83.3K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	6.4K	QoQ -0.74% (-48) YoY-	All Managers (Combined)	$685.5K	0.5% ($685.5K/$136.4M)	QoQ -8.92% (-$67.2K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	1.1K	QoQ +7.60% (+77) YoY-	All Managers (Combined)	$637.6K	0.5% ($637.6K/$136.4M)	QoQ +10.06% (+$58.3K) YoY-
(VVcusip922908637)	2.1K	QoQ -0.23% (-5) YoY-	All Managers (Combined)	$561.4K	0.4% ($561.4K/$136.4M)	QoQ +2.19% (-$12.1K) YoY-
(cusip464287838)✕	4.2K	QoQ +0.45% (-19) YoY-	All Managers (Combined)	$548.8K	0.4% ($548.8K/$136.4M)	QoQ -13.08% (-$82.7K) YoY-