David Yim
@United Services Automobile Association
Latest period2024 - Q3ReportedManaged Assets$3.923BTotal holdings380
Assets growth rate-0.58%Assets growth rate (2-Q avg)-1.78%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in United Services Automobile Association's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 380 positions.
Assets under management
The assets under management (AUM) of United Services Automobile Association over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.923B in assets, with a quarterly growth rate of -0.58% and a 2-quarter average growth rate of -1.78%. The portfolio is managed by David Yim, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
IEMGIshares Core Msci Emerging
| 5.15% | $201.934M 3.517M shares@ $57.42 avg price | Decreased -20.93% |
UITBMfc Victory Portfolios Ii Victoryshares Core Intermediate Bond Etf
| 2.64% | $103.265M 2.154M shares@ $47.93 avg price | Decreased -6.53% |
XOMExxon Mobil Corp
| 2.46% | $96.377M 822,189 shares@ $117.23 avg price | Decreased -25.14% |
ABBVAbbvie Inc
| 2.27% | $88.847M 449,905 shares@ $197.48 avg price | Decreased -26.51% |
HDHome Depot Inc
| 2.1% | $82.049M 202,489 shares@ $405.21 avg price | Decreased -24.02% |
AAPLApple Inc
| 2.05% | $80.168M 344,070 shares@ $233.0 avg price | Decreased -16.32% |
MSFTMicrosoft Corp
| 1.9% | $74.177M 172,385 shares@ $430.31 avg price | Decreased -17.99% |
VEUMfc Vanguard Intl Equity Index Fds Vanguard Ftse All World Ex Us Etf
| 1.82% | $71.062M 1.128M shares@ $63.0 avg price | Decreased -0.64% |
JNJJohnson & Johnson
| 1.79% | $69.926M 431,481 shares@ $162.07 avg price | Decreased -25.83% |
NVDANvidia Corp
| 1.77% | $69.239M 570,149 shares@ $121.45 avg price | Decreased -18.51% |