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CIK: 0001021249
Total reported value
$1.2B
$1.2B
20 檔
109.5%
As reported in its official Q4 2025 Form 13F filing, United Services Automobile Association's tracked investment portfolio stood at $1.2B with 20 total positions.
United Services Automobile Association executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 7 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 55.17% | +3.50% | -4.38% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.82% | -1.48% | +27.87% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 7.87% | — | +53.63% | |
| 4 | UITB | Victoryshares Core Intermedi | ETF-Other | 7.26% | — | — | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 5.80% | — | — | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.05% | — | +57.92% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.97% | -0.26% | +44.68% | |
| 8 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.59% | -0.93% | — | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.01% | -0.67% | +6.88% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.92% | -0.48% | -1.28% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.92% | -0.49% | -0.62% | |
| 12 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.92% | -0.45% | -1.11% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 0.91% | -0.41% | +5.65% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.71% | +0.05% | — | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | +0.06% | -4.86% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | — | -9.14% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.19% | -0.10% | +0.00% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.12% | — | -8.18% | |
| 19 | RANI | Rani Therapeutics Holdings-a | Stock-Other | 0.03% | -0.01% | — | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.01% | +0.02% | +469.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +2.4% | +53.63% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1.5% | +27.87% | Add |
| 3 | VYM | Vanguard High Dvd Yield ETF | +1% | +57.92% | Add |
| 4 | VXF | Vanguard Extended Market ETF | +0.7% | +44.68% | Add |
| 5 | RANI | Rani Therapeutics Holdings-a | 0% | — | Unchanged |
| 6 | IVE | Ishares S&p 500 Value ETF | 0% | +469.17% | Add |
| 7 | VXUS | Vanguard Total Intl Stock | 0% | +6.88% | Add |
| 8 | VIG | Vanguard Dividend Apprec ETF | 0% | -8.18% | Trim |
| 9 | TIP | Ishares Tips Bond ETF | 0% | +0.00% | Add |
| 10 | BND | Vanguard Total Bond Market | 0% | +5.65% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -9.14% | Trim |
| 12 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -4.86% | Trim |
| 13 | BSV | Vanguard Short-term Bond ETF | -0.1% | — | Unchanged |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -0.62% | Trim |
| 15 | VCIT | Vanguard Int-term Corporate | -0.1% | -1.28% | Trim |
| 16 | VCLT | Vanguard Long-term CORP Bond | -0.1% | -1.11% | Trim |
| 17 | NEAR | Ishares Sh Dba ETF Usd Inc | -0.2% | — | Unchanged |
| 18 | UITB | Victoryshares Core Intermedi | -0.8% | — | Unchanged |
| 19 | AGG | Ishares Core U.s. Aggregate | -8.8% | -4.38% | Trim |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | — | NEW | New buy |
| 21 | 5TC | Truecar Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, United Services Automobile Association reported a total U.S. public equity portfolio value of $1.2B across 20 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, VOO, VEU) accounted for 109.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPAB
市值: $91.6M
Top Position Liquidated / Trimmed
5TC
前期市值: $14.7M
During Q4 2025, United Services Automobile Association's top holdings by market value included AGG (55.2%)、VOO (9.8%)、VEU (7.9%). The largest single position, AGG, represented 55.2% of total portfolio value.
In Q4 2025, United Services Automobile Association made 17 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 7 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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