United Income

United Income as of Dec. 31, 2018

Portfolio Holdings for United Income

United Income holds 138 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Lehman 1-3 Year Treas.Bond (SHY) 9.4 $27M 317k 83.62
Spdr S&p 500 Etf (SPY) 8.7 $25M 88k 278.19
Vanguard Total Bond Market ETF (BND) 7.2 $20M 257k 79.21
Goldman Sachs Etf Tr activebeta int (GSIE) 4.8 $14M 541k 25.36
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 4.7 $13M 241k 55.00
Vanguard Charlotte Fds intl bd idx etf (BNDX) 4.4 $12M 229k 54.25
Vanguard Malvern Fds strm infproidx (VTIP) 3.2 $9.2M 191k 47.92
Ishares Inc core msci emkt (IEMG) 2.9 $8.3M 175k 47.15
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 2.8 $7.9M 76k 103.91
Schwab Strategic Tr schwb fdt int sc (FNDC) 2.5 $7.1M 251k 28.35
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.9 $5.5M 66k 82.86
Vanguard Sht Term Govt Bond ETF (VGSH) 1.9 $5.5M 91k 60.12
Health Care SPDR (XLV) 1.7 $4.8M 56k 85.26
Goldman Sachs Etf Tr activebeta eme (GEM) 1.6 $4.7M 155k 30.12
Ishares Tr msci usavalfct (VLUE) 1.6 $4.5M 62k 72.57
Ishares Tr Msci Usa Momentum Factor (MTUM) 1.5 $4.2M 42k 100.23
Technology SPDR (XLK) 1.4 $3.9M 63k 61.98
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 1.3 $3.7M 111k 32.84
Schwab Strategic Tr us lrg cap etf (SCHX) 1.2 $3.5M 58k 59.70
Ishares Msci Usa Quality Facto invalid (QUAL) 1.2 $3.4M 45k 76.75
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 1.2 $3.3M 52k 63.47
Spdr Ser Tr cmn (FLRN) 1.1 $3.2M 104k 30.37
Ishares Tr usa min vo (USMV) 1.0 $2.9M 55k 52.40
Select Sector Spdr Tr Communic etfeqty (XLC) 0.9 $2.7M 65k 41.22
Consumer Discretionary SPDR (XLY) 0.9 $2.5M 25k 99.00
Cisco Systems (CSCO) 0.9 $2.4M 56k 43.34
Invesco S&p Smallcap Low Volatility Etf (XSLV) 0.8 $2.4M 56k 42.65
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.8 $2.3M 21k 109.05
Consumer Staples Select Sect. SPDR (XLP) 0.8 $2.3M 45k 50.78
Invesco Senior Loan Etf otr (BKLN) 0.7 $2.1M 95k 21.78
WisdomTree Emerging Mkts Small Cp Div (DGS) 0.7 $2.1M 50k 41.89
Ishares Tr ibnd dec25 etf (IBDQ) 0.7 $2.0M 84k 23.60
iShares S&P NA Tech. Sec. Idx (IGM) 0.7 $1.9M 11k 171.75
Amazon (AMZN) 0.7 $1.9M 1.3k 1501.98
Danaher Corporation (DHR) 0.6 $1.8M 17k 103.11
Thermo Fisher Scientific (TMO) 0.6 $1.7M 7.8k 223.77
iShares S&P US Pref Stock Idx Fnd (PFF) 0.6 $1.7M 50k 34.24
iShares iBoxx $ High Yid Corp Bond (HYG) 0.6 $1.6M 20k 81.10
Invesco Exchange Traded Fd Tnasdaq Internt etf/equity (PNQI) 0.6 $1.6M 14k 109.82
SPDR Barclays Capital Convertible SecETF (CWB) 0.5 $1.5M 32k 46.80
iShares Russell 2000 Index (IWM) 0.5 $1.3M 10k 133.85
Pepsi (PEP) 0.5 $1.3M 12k 110.49
Financial Select Sector SPDR (XLF) 0.5 $1.3M 55k 23.82
iShares MSCI EAFE Index Fund (EFA) 0.4 $1.1M 19k 58.76
Ishares Tr Dec 2020 0.4 $1.1M 46k 24.97
Ishares Tr ibnd dec24 etf (IBDP) 0.4 $1.0M 42k 23.90
CVS Caremark Corporation (CVS) 0.3 $984k 15k 65.55
Magellan Midstream Partners 0.3 $986k 17k 57.07
Johnson & Johnson (JNJ) 0.3 $970k 7.5k 129.04
Enterprise Products Partners (EPD) 0.3 $965k 39k 24.59
Etf Managers Tr purefunds ise cy 0.3 $972k 29k 33.70
Ishares Tr 2020 cp tm etf 0.3 $946k 37k 25.93
Industrial SPDR (XLI) 0.3 $910k 14k 63.80
Utilities SPDR (XLU) 0.3 $902k 17k 52.94
Ishares Corporate Bond Etf 202 0.3 $917k 36k 25.60
American Express Company (AXP) 0.3 $843k 8.8k 95.30
Exxon Mobil Corporation (XOM) 0.3 $833k 12k 68.19
Helmerich & Payne (HP) 0.3 $825k 17k 47.97
Honeywell International (HON) 0.3 $828k 6.3k 132.08
Real Estate Select Sect Spdr (XLRE) 0.3 $826k 27k 31.01
Apple (AAPL) 0.3 $801k 5.1k 157.80
Etf Managers Tr purefunds ise mo 0.3 $803k 23k 34.94
Energy Transfer Equity (ET) 0.3 $724k 55k 13.21
First Tr Exchange Traded Fd fst low mtg etf (LMBS) 0.3 $735k 14k 51.04
Invesco Dynamic Biotechnology other (PBE) 0.3 $725k 15k 47.05
Caterpillar (CAT) 0.2 $699k 5.5k 127.09
WisdomTree Intl. SmallCap Div (DLS) 0.2 $703k 12k 60.35
Intel Corporation (INTC) 0.2 $669k 14k 46.95
iShares NASDAQ Biotechnology Index (IBB) 0.2 $685k 7.1k 96.38
Vanguard Value ETF (VTV) 0.2 $677k 6.9k 97.90
iShares S&P 500 Index (IVV) 0.2 $662k 2.6k 251.71
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.2 $664k 6.6k 100.88
Vanguard High Dividend Yield ETF (VYM) 0.2 $629k 8.1k 78.04
Bank of New York Mellon Corporation (BK) 0.2 $582k 12k 47.11
Air Products & Chemicals (APD) 0.2 $584k 3.7k 160.00
Enbridge (ENB) 0.2 $607k 20k 30.91
Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) 0.2 $601k 12k 50.10
McDonald's Corporation (MCD) 0.2 $550k 3.1k 177.59
Walt Disney Company (DIS) 0.2 $541k 4.9k 109.58
Vanguard Short Term Corporate Bond ETF (VCSH) 0.2 $524k 6.7k 78.01
Berkshire Hathaway (BRK.B) 0.2 $522k 2.6k 204.31
Lowe's Companies (LOW) 0.2 $523k 5.7k 92.35
AllianceBernstein Holding (AB) 0.2 $513k 19k 27.34
Alphabet Inc Class C cs (GOOG) 0.2 $510k 492.00 1036.59
Fortive (FTV) 0.2 $503k 7.4k 67.66
Brookfield Asset Management 0.2 $481k 13k 38.33
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.2 $490k 2.8k 172.84
Wisdomtree Trust wrld ex-us grwth (DNL) 0.2 $482k 9.8k 49.31
Ishares Tr fctsl msci int (INTF) 0.2 $479k 20k 23.69
Costco Wholesale Corporation (COST) 0.2 $444k 2.2k 203.76
Wal-Mart Stores (WMT) 0.2 $442k 4.8k 93.05
Vanguard Growth ETF (VUG) 0.2 $459k 3.4k 134.25
Capital One Financial (COF) 0.1 $416k 5.5k 75.64
Schlumberger (SLB) 0.1 $398k 11k 36.08
Energy Select Sector SPDR (XLE) 0.1 $383k 6.7k 57.28
Vanguard Small-Cap Value ETF (VBR) 0.1 $400k 3.5k 114.16
Merck & Co (MRK) 0.1 $374k 4.9k 76.50
Williams Companies (WMB) 0.1 $362k 16k 22.05
McCormick & Company, Incorporated (MKC) 0.1 $380k 2.7k 139.09
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.1 $374k 20k 18.98
Alphabet Inc Class A cs (GOOGL) 0.1 $358k 343.00 1043.73
Invesco Exchange W&p 500 Qualit equities (SPHQ) 0.1 $354k 13k 27.78
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.1 $361k 3.6k 101.55
International Business Machines (IBM) 0.1 $329k 2.9k 113.84
UnitedHealth (UNH) 0.1 $340k 1.4k 248.90
wisdomtreetrusdivd.. (DGRW) 0.1 $343k 8.9k 38.37
Goldman Sachs Etf Tr (GSLC) 0.1 $353k 7.0k 50.25
Verizon Communications (VZ) 0.1 $304k 5.4k 56.17
Visa (V) 0.1 $313k 2.4k 131.73
iShares Lehman Aggregate Bond (AGG) 0.1 $317k 3.0k 106.63
Vanguard Dividend Appreciation ETF (VIG) 0.1 $310k 3.2k 98.07
Vanguard Mid-Cap Growth ETF (VOT) 0.1 $313k 2.6k 119.51
Paypal Holdings (PYPL) 0.1 $304k 3.6k 84.21
iShares MSCI Emerging Markets Indx (EEM) 0.1 $293k 7.5k 39.07
Chevron Corporation (CVX) 0.1 $272k 2.5k 108.93
Markel Corporation (MKL) 0.1 $280k 270.00 1037.04
SPDR MSCI ACWI ex-US (CWI) 0.1 $269k 8.2k 32.70
Spdr Ser Tr cmn (SMLV) 0.1 $273k 3.3k 82.78
Ishares Tr core intl aggr (IAGG) 0.1 $293k 5.6k 52.24
Microsoft Corporation (MSFT) 0.1 $245k 2.4k 101.37
Ecolab (ECL) 0.1 $242k 1.7k 144.56
ConocoPhillips (COP) 0.1 $243k 3.9k 62.45
Procter & Gamble Company (PG) 0.1 $256k 2.8k 91.79
Qualcomm (QCOM) 0.1 $259k 4.6k 56.81
Ishares Tr s^p aggr all (AOA) 0.1 $246k 5.1k 48.60
Phillips 66 (PSX) 0.1 $268k 3.1k 86.04
Wells Fargo & Company (WFC) 0.1 $229k 5.0k 46.11
Amgen (AMGN) 0.1 $215k 1.1k 194.92
TJX Companies (TJX) 0.1 $219k 4.9k 44.69
Dover Corporation (DOV) 0.1 $218k 3.1k 70.94
Materials SPDR (XLB) 0.1 $237k 4.7k 50.17
Alibaba Group Holding (BABA) 0.1 $219k 1.6k 136.88
Exchange Traded Concepts Tr Em emqq em intern (EMQQ) 0.1 $218k 8.2k 26.67
Sprott Physical Gold & S (CEF) 0.1 $223k 18k 12.52
Blackstone 0.1 $208k 7.0k 29.87
Pfizer (PFE) 0.1 $207k 4.7k 43.64
Ishares Inc factorselect msc (EMGF) 0.1 $212k 5.5k 38.67
General Electric Company 0.0 $122k 16k 7.55