Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
United Income, Inc. (CIK 1679524) reported $429.8M across 198 reported positions in its SEC 13F filing for 2019-09-30. Largest positions: SPY ($40.0M, 9.30%), IEFA ($38.5M, 8.95%), BND ($20.3M, 4.73%), BNDX ($19.9M, 4.63%), GSIE ($19.5M, 4.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $40.0M | 9.30% | 134,613 | Trimmed |
| 2 | IEFA | ISHARES TR | $38.5M | 8.95% | 629,821 | Trimmed |
| 3 | BND | VANGUARD BD INDEX FD INC | $20.3M | 4.73% | 240,684 | Trimmed |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $19.9M | 4.63% | 338,534 | Added |
| 5 | GSIE | GOLDMAN SACHS ETF TR | $19.5M | 4.54% | 690,503 | Added |
| 6 | VTIP | VANGUARD MALVERN FDS | $12.1M | 2.82% | 247,668 | Added |
| 7 | IEMG | ISHARES INC | $10.8M | 2.51% | 220,078 | Trimmed |
| 8 | EMB | ISHARES TR | $10.1M | 2.35% | 89,388 | Added |
| 9 | FNDC | SCHWAB STRATEGIC TR | $9.7M | 2.27% | 317,784 | Added |
| 10 | XLK | SELECT SECTOR SPDR TR | $8.2M | 1.92% | 102,472 | Trimmed |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $8.1M | 1.88% | 88,600 | Added |
| 12 | MTUM | ISHARES TR | $7.8M | 1.81% | 65,326 | Added |
| 13 | VGSH | VANGUARD SCOTTSDALE FDS | $6.6M | 1.54% | 108,444 | Added |
| 14 | VLUE | ISHARES TR | $6.3M | 1.46% | 76,536 | Added |
| 15 | QUAL | ISHARES TR | $6.1M | 1.42% | 66,200 | Added |
| 16 | GEM | GOLDMAN SACHS ETF TR | $6.1M | 1.41% | 193,269 | Added |
| 17 | FNDA | SCHWAB STRATEGIC TR | $5.8M | 1.36% | 154,505 | Added |
| 18 | USMV | ISHARES TR | $5.5M | 1.29% | 86,644 | Added |
| 19 | XLV | SELECT SECTOR SPDR TR | $5.5M | 1.28% | 60,962 | Trimmed |
| 20 | SCHX | SCHWAB STRATEGIC TR | $5.0M | 1.17% | 71,246 | Trimmed |
| 21 | IWM | ISHARES TR | $5.0M | 1.16% | 33,095 | Trimmed |
| 22 | XLF | SELECT SECTOR SPDR TR | $4.9M | 1.15% | 176,980 | Trimmed |
| 23 | VGIT | VANGUARD SCOTTSDALE FDS | $4.8M | 1.12% | 72,304 | Added |
| 24 | FLRN | SPDR SERIES TRUST | $4.5M | 1.05% | 147,591 | Added |
| 25 | PFF | ISHARES TR | $4.4M | 1.03% | 118,357 | Trimmed |
Source: SEC Form 13F filings · as of 2019-09-30