Treasurer and SVP of Finance

0001172661-19-000282.txt : 20190201 0001172661-19-000282.hdr.sgml : 20190201 20190201162926 ACCESSION NUMBER: 0001172661-19-000282 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190201 DATE AS OF CHANGE: 20190201 EFFECTIVENESS DATE: 20190201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: United Income, Inc. CENTRAL INDEX KEY: 0001679524 IRS NUMBER: 812922803 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19007 FILM NUMBER: 19560171 BUSINESS ADDRESS: STREET 1: 1660 L STREET NW STREET 2: SUITE 1000 CITY: WASHINGTON STATE: DC ZIP: 20036 BUSINESS PHONE: 202-558-2015 MAIL ADDRESS: STREET 1: 1660 L STREET NW STREET 2: SUITE 1000 CITY: WASHINGTON STATE: DC ZIP: 20036 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001679524 XXXXXXXX 12-31-2018 12-31-2018 false United Income, Inc.

1660 L Street NW Suite 1000 Washington DC 20036

13F HOLDINGS REPORT 028-19007 N Chessy West Treasurer and SVP of Finance 202-558-2017 /s/ Chessy West Washington DC 02-01-2019 0 138 282719 INFORMATION TABLE 2 infotable.xml AIR PRODS & CHEMS INC COM 009158106 584 3650 SH SOLE 3650 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 219 1600 SH SOLE 1600 0 0 ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 513 18763 SH SOLE 18763 0 0 ALPHABET INC CAP STK CL A 02079K305 358 343 SH SOLE 343 0 0 ALPHABET INC CAP STK CL C 02079K107 510 492 SH SOLE 492 0 0 AMAZON COM INC COM 023135106 1894 1261 SH SOLE 1261 0 0 AMERICAN EXPRESS CO COM 025816109 843 8846 SH SOLE 8846 0 0 AMGEN INC COM 031162100 215 1103 SH SOLE 1103 0 0 APPLE INC COM 037833100 801 5076 SH SOLE 5076 0 0 BANK NEW YORK MELLON CORP COM 064058100 582 12355 SH SOLE 12355 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 522 2555 SH SOLE 2555 0 0 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 208 6963 SH SOLE 6963 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 481 12550 SH SOLE 12550 0 0 CAPITAL ONE FINL CORP COM 14040H105 416 5500 SH SOLE 5500 0 0 CATERPILLAR INC DEL COM 149123101 699 5500 SH SOLE 5500 0 0 CHEVRON CORP NEW COM 166764100 272 2497 SH SOLE 2497 0 0 CISCO SYS INC COM 17275R102 2434 56166 SH SOLE 56166 0 0 CONOCOPHILLIPS COM 20825C104 243 3891 SH SOLE 3891 0 0 COSTCO WHSL CORP NEW COM 22160K105 444 2179 SH SOLE 2179 0 0 CVS HEALTH CORP COM 126650100 984 15012 SH SOLE 15012 0 0 DANAHER CORP DEL COM 235851102 1786 17321 SH SOLE 17321 0 0 DISNEY WALT CO COM DISNEY 254687106 541 4937 SH SOLE 4937 0 0 DOVER CORP COM 260003108 218 3073 SH SOLE 3073 0 0 EATON VANCE TAX ADVT DIV INC COM 27828G107 374 19700 SH SOLE 19700 0 0 ECOLAB INC COM 278865100 242 1674 SH SOLE 1674 0 0 ENBRIDGE INC COM 29250N105 607 19638 SH SOLE 19638 0 0 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 724 54823 SH SOLE 54823 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 965 39247 SH SOLE 39247 0 0 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 972 28845 SH SOLE 28845 0 0 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 803 22983 SH SOLE 22983 0 0 EXCHANGE TRADED CONCEPTS TR EMQQ EM INTERN 301505889 218 8175 SH SOLE 8175 0 0 EXXON MOBIL CORP COM 30231G102 833 12215 SH SOLE 12215 0 0 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 735 14400 SH SOLE 14400 0 0 FORTIVE CORP COM 34959J108 503 7434 SH SOLE 7434 0 0 GENERAL ELECTRIC CO COM 369604103 122 16150 SH SOLE 16150 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 4659 154681 SH SOLE 154681 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 13708 540538 SH SOLE 540538 0 0 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 353 7025 SH SOLE 7025 0 0 HELMERICH & PAYNE INC COM 423452101 825 17200 SH SOLE 17200 0 0 HONEYWELL INTL INC COM 438516106 828 6269 SH SOLE 6269 0 0 INTEL CORP COM 458140100 669 14250 SH SOLE 14250 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 329 2890 SH SOLE 2890 0 0 INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 46090A887 601 11997 SH SOLE 11997 0 0 INVESCO EXCHANGE TRADED FD T DYNMC BIOTECH 46137V787 725 15409 SH SOLE 15409 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 361 3555 SH SOLE 3555 0 0 INVESCO EXCHANGE TRADED FD T NASDAQ INTERNT 46137V530 1570 14296 SH SOLE 14296 0 0 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 354 12745 SH SOLE 12745 0 0 INVESCO EXCHNG TRADED FD TR S&P SMLCP LOW 46138G102 2398 56228 SH SOLE 56228 0 0 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 2078 95428 SH SOLE 95428 0 0 ISHARES INC CORE MSCI EMKT 46434G103 8264 175269 SH SOLE 175269 0 0 ISHARES INC MLT FCTR EMG MKT 46434G889 212 5482 SH SOLE 5482 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 26515 317090 SH SOLE 317090 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 246 5062 SH SOLE 5062 0 0 ISHARES TR CORE INTL AGGR 46435G672 293 5609 SH SOLE 5609 0 0 ISHARES TR CORE MSCI EAFE 46432F842 13245 240827 SH SOLE 240827 0 0 ISHARES TR CORE S&P500 ETF 464287200 662 2630 SH SOLE 2630 0 0 ISHARES TR CORE US AGGBD ET 464287226 317 2973 SH SOLE 2973 0 0 ISHARES TR EDGE MSCI USA VL 46432F388 4474 61654 SH SOLE 61654 0 0 ISHARES TR EXPND TEC SC ETF 464287549 1919 11173 SH SOLE 11173 0 0 ISHARES TR IBONDS DEC20 ETF 46434VAQ3 1138 45576 SH SOLE 45576 0 0 ISHARES TR IBONDS DEC24 ETF 46434VBG4 1004 42000 SH SOLE 42000 0 0 ISHARES TR IBONDS DEC25 ETF 46434VBD1 1980 83891 SH SOLE 83891 0 0 ISHARES TR IBONDS MAR20 ETF 46432FBC0 946 36476 SH SOLE 36476 0 0 ISHARES TR IBONDS MAR23 ETF 46432FAZ0 917 35827 SH SOLE 35827 0 0 ISHARES TR IBOXX HI YD ETF 464288513 1634 20149 SH SOLE 20149 0 0 ISHARES TR JPMORGAN USD EMG 464288281 7889 75919 SH SOLE 75919 0 0 ISHARES TR MIN VOL USA ETF 46429B697 2884 55040 SH SOLE 55040 0 0 ISHARES TR MSCI EAFE ETF 464287465 1120 19060 SH SOLE 19060 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 293 7500 SH SOLE 7500 0 0 ISHARES TR MULTIFACTOR INTL 46434V274 479 20220 SH SOLE 20220 0 0 ISHARES TR NASDAQ BIOTECH 464287556 685 7107 SH SOLE 7107 0 0 ISHARES TR NATIONAL MUN ETF 464288414 2320 21274 SH SOLE 21274 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1346 10056 SH SOLE 10056 0 0 ISHARES TR S&P US PFD STK 464288687 1719 50206 SH SOLE 50206 0 0 ISHARES TR US AER DEF ETF 464288760 490 2835 SH SOLE 2835 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 4183 41735 SH SOLE 41735 0 0 ISHARES TR USA QUALITY FCTR 46432F339 3425 44623 SH SOLE 44623 0 0 JOHNSON & JOHNSON COM 478160104 970 7517 SH SOLE 7517 0 0 LOWES COS INC COM 548661107 523 5663 SH SOLE 5663 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 986 17276 SH SOLE 17276 0 0 MARKEL CORP COM 570535104 280 270 SH SOLE 270 0 0 MCCORMICK & CO INC COM NON VTG 579780206 380 2732 SH SOLE 2732 0 0 MCDONALDS CORP COM 580135101 550 3097 SH SOLE 3097 0 0 MERCK & CO INC COM 58933Y105 374 4889 SH SOLE 4889 0 0 MICROSOFT CORP COM 594918104 245 2417 SH SOLE 2417 0 0 PAYPAL HLDGS INC COM 70450Y103 304 3610 SH SOLE 3610 0 0 PEPSICO INC COM 713448108 1311 11865 SH SOLE 11865 0 0 PFIZER INC COM 717081103 207 4743 SH SOLE 4743 0 0 PHILLIPS 66 COM 718546104 268 3115 SH SOLE 3115 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 664 6582 SH SOLE 6582 0 0 PROCTER AND GAMBLE CO COM 742718109 256 2789 SH SOLE 2789 0 0 QUALCOMM INC COM 747525103 259 4559 SH SOLE 4559 0 0 SCHLUMBERGER LTD COM 806857108 398 11030 SH SOLE 11030 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 3660 111447 SH SOLE 111447 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 7114 250920 SH SOLE 250920 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3459 57941 SH SOLE 57941 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 2662 64587 SH SOLE 64587 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 383 6686 SH SOLE 6686 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 826 26633 SH SOLE 26633 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2476 25009 SH SOLE 25009 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2275 44803 SH SOLE 44803 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4755 55771 SH SOLE 55771 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1301 54616 SH SOLE 54616 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 910 14264 SH SOLE 14264 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 902 17037 SH SOLE 17037 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 237 4724 SH SOLE 4724 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3894 62822 SH SOLE 62822 0 0 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 269 8227 SH SOLE 8227 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 24511 88109 SH SOLE 88109 0 0 SPDR SER TR BLOMBERG BRC INV 78468R200 3151 103750 SH SOLE 103750 0 0 SPDR SER TR SSGA US SMAL ETF 78468R887 273 3298 SH SOLE 3298 0 0 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 1487 31776 SH SOLE 31776 0 0 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 223 17807 SH SOLE 17807 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1736 7758 SH SOLE 7758 0 0 TJX COS INC NEW COM 872540109 219 4900 SH SOLE 4900 0 0 UNITEDHEALTH GROUP INC COM 91324P102 340 1366 SH SOLE 1366 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 20374 257218 SH SOLE 257218 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 12410 228762 SH SOLE 228762 0 0 VANGUARD GROUP DIV APP ETF 921908844 310 3161 SH SOLE 3161 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 459 3419 SH SOLE 3419 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 313 2619 SH SOLE 2619 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 400 3504 SH SOLE 3504 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 677 6915 SH SOLE 6915 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 9170 191356 SH SOLE 191356 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 3300 51997 SH SOLE 51997 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 5471 66026 SH SOLE 66026 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 5467 90930 SH SOLE 90930 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 524 6717 SH SOLE 6717 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 629 8060 SH SOLE 8060 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 304 5412 SH SOLE 5412 0 0 VISA INC COM CL A 92826C839 313 2376 SH SOLE 2376 0 0 WALMART INC COM 931142103 442 4750 SH SOLE 4750 0 0 WELLS FARGO CO NEW COM 949746101 229 4966 SH SOLE 4966 0 0 WILLIAMS COS INC DEL COM 969457100 362 16420 SH SOLE 16420 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 2077 49577 SH SOLE 49577 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 482 9774 SH SOLE 9774 0 0 WISDOMTREE TR INTL SMCAP DIV 97717W760 703 11649 SH SOLE 11649 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 343 8940 SH SOLE 8940 0 0