SEC Form 13F

UNION SAVINGS BANK 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$248,905,331
Positions322

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INVESCO S&P 500 QUALITY ETFSPHQETF - LARGE CAP$44,297,774491,653
BERKSHIRE HATHAWAY INC COMBRK.ACOMMON STOCK$23,963,20032
ISHARES CORE S&P MID-CAP ETFIJHETF - MID CAP$16,679,429216,309
SPDR S&P 500 ETF TRUSTSPYETF - LARGE CAP$13,071,43417,504
ISHARES RUSSELL 2000 INDEXIWMETF - SMALL CAP$7,603,45125,308
MICROSOFT CORPMSFTCOMMON STOCK$6,008,03116,107
VANGUARD HIGH DIVIDEND YIELD ETFVYMETF - LARGE CAP$5,955,81237,688
APPLE INCORPORATEDAAPLCOMMON STOCK$5,694,65719,681
ALPHABET INCGOOGLCOMMON STOCK$5,119,51114,326
ETF ISHS INTER GOVT CR BDGVIETF - INTERM$4,785,47945,108

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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