account_balance

Investment manager · 13F filer · SEC CIK 1021249

United Services Automobile Association

Reported value$1.11Bas of Sep 30, 2026
Positions17 2 new, 0 sold out
Top 10 weight95.7%AGG alone is 61%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AGG iShares Core U.S. Aggregate Bo 60.7% Trimmed −31%
IVV iShares Core S&P 500 ETF 8.4% Added +343%
IGSB iShares 1-5 Year Investment Gr 6.6% New
LQD iShares iBoxx USD Investment G 6.5% New
VOO Vanguard S&P 500 ETF 5.7% Trimmed −3%
NEAR iShares Short Duration Bond Ac 2.2% Held
BSV Vanguard Short-Term Bond ETF 1.8% Added +17%
VXUS Vanguard Total International S 1.4% Trimmed −15%
VCIT Vanguard Intermediate-Term Cor 1.2% Added +4%
VCSH Vanguard Short-Term Corporate 1.2% Held
VCLT Vanguard Long-Term Corporate B 1.2% Added +4%
BND Vanguard Total Bond Market ETF 1.2% Trimmed −2%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • IGSB $73.3M
  • LQD $71.6M
arrow_upwardAdded
  • IVV +343%
  • BSV +17%
  • VCIT +4%
  • VCLT +4%
arrow_downwardTrimmed
  • AGG −31%
  • IVW −25%
  • TIP −23%
  • VXUS −15%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist