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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
IEMGIshares Core Msci Emerging
Recent Activity
Decreased -20.93%
5.15%
$201.934M
3.517M shares@ $57.42 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
UITBMfc Victory Portfolios Ii Victoryshares Core Intermediate Bond Etf
Recent Activity
Decreased -6.53%
2.64%
$103.265M
2.154M shares@ $47.93 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -25.14%
2.46%
$96.377M
822,189 shares@ $117.23 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -26.51%
2.27%
$88.847M
449,905 shares@ $197.48 avg price
HDHome Depot Inc
Recent Activity
Decreased -24.02%
2.1%
$82.049M
202,489 shares@ $405.21 avg price
AAPLApple Inc
Recent Activity
Decreased -16.32%
2.05%
$80.168M
344,070 shares@ $233.0 avg price
AVGOBroadcom Inc
Recent Activity
Increased 637.93%
1.93%
$75.341M
436,761 shares@ $172.51 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -17.99%
1.9%
$74.177M
172,385 shares@ $430.31 avg price