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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AGGIshares Core U.s. Aggregate
Recent Activity
Increased 105.85%
23.57%
$924.51M
9.129M shares@ $101.27 avg price
VOOMfc Vanguard Index Funds S&p 500 Etf Shsnew
Recent Activity
Increased 4.91%
2.82%
$110.257M
208,950 shares@ $527.68 avg price
AVGOBroadcom Inc
Recent Activity
Increased 637.93%
1.93%
$75.341M
436,761 shares@ $172.51 avg price
EMXCIshares Msci Emr Mrk Ex Chna
Recent Activity
Increased 3%
1.82%
$71.014M
1.162M shares@ $61.12 avg price
VXFMfc Vanguard Extd Mkt Etf
Recent Activity
Increased 3.61%
0.72%
$28.137M
154,607 shares@ $182.0 avg price
VXUSVanguard Total Intl Stock
Recent Activity
Increased 8%
0.29%
$11.203M
173,050 shares@ $64.74 avg price
BNDVanguard Total Bond Market
Recent Activity
Increased 9.2%
0.25%
$9.723M
129,456 shares@ $75.11 avg price
OTISOtis Worldwide Corp
Recent Activity
Increased 17.49%
0.16%
$6.013M
57,848 shares@ $103.94 avg price
CLXClorox Company
Recent Activity
Increased 23.14%
0.16%
$5.934M
36,426 shares@ $162.92 avg price
AMPAmeriprise Financial Inc
Recent Activity
Increased 18.63%
0.15%
$5.844M
12,439 shares@ $469.82 avg price