account_balance
Investment manager · 13F filer · SEC CIK 1985855
Union Savings Bank
Reported value$250Mas of Sep 30, 2026
Positions326 11 new, 7 sold out
Top 10 weight52.7%SPHQ alone is 17%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPHQInvesco S&P 500 Quality ETF
16.6%
Berkshire Hathaway Inc Com
IJHiShares Core S&P Mid-Cap ETF
6.1%
SPYSPDR S&P 500 ETF Trust
5.2%Trimmed −3%
MSFTMicrosoft Corp
3.3%
IWMiShares Russell 2000 Index
2.8%
AAPLApple Inc.
2.7%
VYMVanguard High Dividend Yield ETF
2.3%−3%
GVIETF Ishs Inter Govt Cr Bd
2.1%+16%
GOOGLAlphabet Inc.
2.0%
XOMExxonMobil Holdings Corp
2.0%
MDY1.6%SPHQInvesco S&P 500 Quality ETF
16.6%
IJHiShares Core S&P Mid-Cap ETF
6.1%
SPYSPDR S&P 500 ETF Trust
5.2%−3%
MSFT3.3%IWM2.8%
AAPL2.7%VYM2.3%
GVI2.1%
GOOGLXOM2.0%MDYBoxes 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
SPHQ Invesco S&P 500 Quality ETF 16.6% Held
Berkshire Hathaway Inc Com 9.6% Held
IJH iShares Core S&P Mid-Cap ETF 6.1% Held
SPY SPDR S&P 500 ETF Trust 5.2% Trimmed −3%MSFT Microsoft Corp 3.3% HeldIWM iShares Russell 2000 Index 2.8% Held
AAPL Apple Inc. 2.7% HeldVYM Vanguard High Dividend Yield ETF 2.3% Trimmed −3%
GVI ETF Ishs Inter Govt Cr Bd 2.1% Added +16%
GOOGL Alphabet Inc. 2.0% HeldXOM ExxonMobil Holdings Corp 2.0% HeldMDY SPDR S&P Midcap 400 ETF Trust 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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