Treasurer and SVP of Finance

0001172661-19-001210.txt : 20190514 0001172661-19-001210.hdr.sgml : 20190514 20190514160701 ACCESSION NUMBER: 0001172661-19-001210 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190514 DATE AS OF CHANGE: 20190514 EFFECTIVENESS DATE: 20190514 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: 19822733 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 03-31-2019 03-31-2019 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 05-14-2019 0 185 374824 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 398 4979 SH SOLE 4979 0 0 ABBVIE INC COM 00287Y109 805 9982 SH SOLE 9982 0 0 AIR PRODS & CHEMS INC COM 009158106 697 3650 SH SOLE 3650 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 286 1560 SH SOLE 1560 0 0 ALLERGAN PLC SHS G0177J108 221 1510 SH SOLE 1510 0 0 ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 600 20763 SH SOLE 20763 0 0 ALPHABET INC CAP STK CL A 02079K305 445 378 SH SOLE 378 0 0 ALPHABET INC CAP STK CL C 02079K107 875 745 SH SOLE 745 0 0 AMAZON COM INC COM 023135106 2396 1345 SH SOLE 1345 0 0 AMERICAN EXPRESS CO COM 025816109 967 8846 SH SOLE 8846 0 0 AMGEN INC COM 031162100 362 1903 SH SOLE 1903 0 0 APPLE INC COM 037833100 1062 5593 SH SOLE 5593 0 0 AT&T INC COM 00206R102 263 8391 SH SOLE 8391 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 202 1263 SH SOLE 1263 0 0 BANK AMER CORP 7.25%CNV PFD L 060505682 582 447 SH SOLE 447 0 0 BANK NEW YORK MELLON CORP COM 064058100 623 12355 SH SOLE 12355 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 792 3943 SH SOLE 3943 0 0 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 327 9363 SH SOLE 9363 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 347 7269 SH SOLE 7269 0 0 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 611 13100 SH SOLE 13100 0 0 CAPITAL ONE FINL CORP COM 14040H105 775 9484 SH SOLE 9484 0 0 CATERPILLAR INC DEL COM 149123101 745 5500 SH SOLE 5500 0 0 CHEVRON CORP NEW COM 166764100 797 6476 SH SOLE 6476 0 0 CHUBB LIMITED COM H1467J104 224 1599 SH SOLE 1599 0 0 CISCO SYS INC COM 17275R102 3259 60363 SH SOLE 60363 0 0 CITIGROUP INC COM NEW 172967424 243 3895 SH SOLE 3895 0 0 COMCAST CORP NEW CL A 20030N101 212 5290 SH SOLE 5290 0 0 CONOCOPHILLIPS COM 20825C104 242 3626 SH SOLE 3626 0 0 COSTCO WHSL CORP NEW COM 22160K105 462 1906 SH SOLE 1906 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 219 1717 SH SOLE 1717 0 0 CVS HEALTH CORP COM 126650100 970 17993 SH SOLE 17993 0 0 DANAHER CORPORATION COM 235851102 2548 19301 SH SOLE 19301 0 0 DISNEY WALT CO COM DISNEY 254687106 712 6417 SH SOLE 6417 0 0 DOVER CORP COM 260003108 407 4338 SH SOLE 4338 0 0 DOWDUPONT INC COM 26078J100 232 4352 SH SOLE 4352 0 0 EATON VANCE TAX ADVT DIV INC COM 27828G107 452 20300 SH SOLE 20300 0 0 ECOLAB INC COM 278865100 247 1400 SH SOLE 1400 0 0 ENBRIDGE INC COM 29250N105 710 19579 SH SOLE 19579 0 0 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 1055 68630 SH SOLE 68630 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 1591 54650 SH SOLE 54650 0 0 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 1134 28345 SH SOLE 28345 0 0 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 1131 26335 SH SOLE 26335 0 0 EXCHANGE TRADED CONCEPTS TR EMQQ EM INTERN 301505889 300 9125 SH SOLE 9125 0 0 EXXON MOBIL CORP COM 30231G102 1599 19784 SH SOLE 19784 0 0 FIRST FINL BANCORP OH COM 320209109 553 22968 SH SOLE 22968 0 0 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 764 14900 SH SOLE 14900 0 0 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 242 4060 SH SOLE 4060 0 0 FORTIVE CORP COM 34959J108 609 7262 SH SOLE 7262 0 0 GENERAL ELECTRIC CO COM 369604103 152 15234 SH SOLE 15234 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 5035 154744 SH SOLE 154744 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 14747 525751 SH SOLE 525751 0 0 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 567 9981 SH SOLE 9981 0 0 HELMERICH & PAYNE INC COM 423452101 956 17200 SH SOLE 17200 0 0 HOME DEPOT INC COM 437076102 435 2268 SH SOLE 2268 0 0 HONEYWELL INTL INC COM 438516106 969 6092 SH SOLE 6092 0 0 INTEL CORP COM 458140100 802 14950 SH SOLE 14950 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 390 2766 SH SOLE 2766 0 0 INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 46090A887 863 17164 SH SOLE 17164 0 0 INVESCO EXCHANGE TRADED FD T DYNMC BIOTECH 46137V787 843 15259 SH SOLE 15259 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 265 2335 SH SOLE 2335 0 0 INVESCO EXCHANGE TRADED FD T NASDAQ INTERNT 46137V530 1900 14100 SH SOLE 14100 0 0 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 453 14082 SH SOLE 14082 0 0 INVESCO EXCHNG TRADED FD TR S&P SMLCP LOW 46138G102 2946 62747 SH SOLE 62747 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 356 6763 SH SOLE 6763 0 0 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 3010 132958 SH SOLE 132958 0 0 ISHARES INC CORE MSCI EMKT 46434G103 11070 214096 SH SOLE 214096 0 0 ISHARES INC MLT FCTR EMG MKT 46434G889 410 9601 SH SOLE 9601 0 0 ISHARES INC MSCI CDA ETF 464286509 449 16260 SH SOLE 16260 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 2104 25013 SH SOLE 25013 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 242 2266 SH SOLE 2266 0 0 ISHARES TR CORE INTL AGGR 46435G672 275 5138 SH SOLE 5138 0 0 ISHARES TR CORE MSCI EAFE 46432F842 36683 603634 SH SOLE 603634 0 0 ISHARES TR CORE S&P MCP ETF 464287507 252 1337 SH SOLE 1337 0 0 ISHARES TR CORE S&P500 ETF 464287200 1728 6072 SH SOLE 6072 0 0 ISHARES TR EDGE MSCI USA VL 46432F388 5718 71602 SH SOLE 71602 0 0 ISHARES TR ESG MSCI EAFE 46435G516 213 3375 SH SOLE 3375 0 0 ISHARES TR EXPND TEC SC ETF 464287549 2328 11285 SH SOLE 11285 0 0 ISHARES TR IBONDS DEC20 ETF 46434VAQ3 1177 46629 SH SOLE 46629 0 0 ISHARES TR IBONDS DEC24 ETF 46434VBG4 1125 45215 SH SOLE 45215 0 0 ISHARES TR IBONDS DEC25 ETF 46434VBD1 2630 105769 SH SOLE 105769 0 0 ISHARES TR IBONDS MAR20 ETF 46432FBC0 1417 54366 SH SOLE 54366 0 0 ISHARES TR IBONDS MAR23 ETF 46432FAZ0 1487 56374 SH SOLE 56374 0 0 ISHARES TR IBOXX HI YD ETF 464288513 2580 29844 SH SOLE 29844 0 0 ISHARES TR JPMORGAN USD EMG 464288281 8614 78272 SH SOLE 78272 0 0 ISHARES TR MIN VOL USA ETF 46429B697 3705 63017 SH SOLE 63017 0 0 ISHARES TR MSCI EAFE ETF 464287465 880 13572 SH SOLE 13572 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 309 7200 SH SOLE 7200 0 0 ISHARES TR MSCI KLD400 SOC 464288570 257 2438 SH SOLE 2438 0 0 ISHARES TR MULTIFACTOR INTL 46434V274 1413 53681 SH SOLE 53681 0 0 ISHARES TR NASDAQ BIOTECH 464287556 855 7647 SH SOLE 7647 0 0 ISHARES TR NATIONAL MUN ETF 464288414 3138 28224 SH SOLE 28224 0 0 ISHARES TR PFD AND INCM SEC 464288687 4208 115120 SH SOLE 115120 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 5211 34038 SH SOLE 34038 0 0 ISHARES TR SH TR CRPORT ETF 464288646 869 16448 SH SOLE 16448 0 0 ISHARES TR U.S. MED DVC ETF 464288810 390 1685 SH SOLE 1685 0 0 ISHARES TR US AER DEF ETF 464288760 629 3150 SH SOLE 3150 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 5605 49964 SH SOLE 49964 0 0 ISHARES TR USA QUALITY FCTR 46432F339 4664 52672 SH SOLE 52672 0 0 JOHNSON & JOHNSON COM 478160104 1225 8761 SH SOLE 8761 0 0 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 761 29851 SH SOLE 29851 0 0 JPMORGAN CHASE & CO COM 46625H100 315 3114 SH SOLE 3114 0 0 KINDER MORGAN INC DEL COM 49456B101 261 13044 SH SOLE 13044 0 0 KKR & CO INC CL A 48251W104 231 9840 SH SOLE 9840 0 0 LOWES COS INC COM 548661107 660 6038 SH SOLE 6038 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 1067 17590 SH SOLE 17590 0 0 MARKEL CORP COM 570535104 309 310 SH SOLE 310 0 0 MCCORMICK & CO INC COM NON VTG 579780206 412 2732 SH SOLE 2732 0 0 MCDONALDS CORP COM 580135101 510 2688 SH SOLE 2688 0 0 MERCK & CO INC COM 58933Y105 399 4804 SH SOLE 4804 0 0 MICROSOFT CORP COM 594918104 496 4202 SH SOLE 4202 0 0 MONDELEZ INTL INC CL A 609207105 294 5899 SH SOLE 5899 0 0 NETFLIX INC COM 64110L106 234 659 SH SOLE 659 0 0 NVIDIA CORP COM 67066G104 382 2127 SH SOLE 2127 0 0 ORACLE CORP COM 68389X105 233 4338 SH SOLE 4338 0 0 PACER FDS TR TRENDP US LAR CP 69374H105 320 10891 SH SOLE 10891 0 0 PACER FDS TR TRENDP US MID CP 69374H204 365 12008 SH SOLE 12008 0 0 PAYPAL HLDGS INC COM 70450Y103 375 3610 SH SOLE 3610 0 0 PEPSICO INC COM 713448108 1548 12635 SH SOLE 12635 0 0 PHILLIPS 66 COM 718546104 296 3115 SH SOLE 3115 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1269 12495 SH SOLE 12495 0 0 PIMCO MUN INCOME FD II COM 72200W106 173 12158 SH SOLE 12158 0 0 PROCTER AND GAMBLE CO COM 742718109 523 5021 SH SOLE 5021 0 0 QUALCOMM INC COM 747525103 653 11463 SH SOLE 11463 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 213 1860 SH SOLE 1860 0 0 ROYAL GOLD INC COM 780287108 205 2250 SH SOLE 2250 0 0 SCHLUMBERGER LTD COM 806857108 462 10613 SH SOLE 10613 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 4440 119241 SH SOLE 119241 0 0 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 7448 239698 SH SOLE 239698 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4521 66866 SH SOLE 66866 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 3438 73511 SH SOLE 73511 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1921 29052 SH SOLE 29052 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1090 30094 SH SOLE 30094 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 3865 33952 SH SOLE 33952 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2721 48481 SH SOLE 48481 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 5689 62007 SH SOLE 62007 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 3112 121037 SH SOLE 121037 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 3195 42588 SH SOLE 42588 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1134 19494 SH SOLE 19494 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 851 15317 SH SOLE 15317 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 7829 105799 SH SOLE 105799 0 0 SERVICENOW INC COM 81762P102 237 960 SH SOLE 960 0 0 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 786 21693 SH SOLE 21693 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 37972 134424 SH SOLE 134424 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 479 1386 SH SOLE 1386 0 0 SPDR SER TR BLOMBERG BRC INV 78468R200 3396 110598 SH SOLE 110598 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 1708 35240 SH SOLE 35240 0 0 SPDR SER TR SSGA US SMAL ETF 78468R887 295 3226 SH SOLE 3226 0 0 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 2172 41569 SH SOLE 41569 0 0 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 210 16950 SH SOLE 16950 0 0 STARBUCKS CORP COM 855244109 345 4647 SH SOLE 4647 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 2073 7576 SH SOLE 7576 0 0 TJX COS INC NEW COM 872540109 260 4900 SH SOLE 4900 0 0 UNION PACIFIC CORP COM 907818108 575 3442 SH SOLE 3442 0 0 UNITED BANKSHARES INC WEST V COM 909907107 201 5549 SH SOLE 5549 0 0 UNITED TECHNOLOGIES CORP COM 913017109 229 1778 SH SOLE 1778 0 0 UNITEDHEALTH GROUP INC COM 91324P102 338 1366 SH SOLE 1366 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 20157 248302 SH SOLE 248302 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 15180 272176 SH SOLE 272176 0 0 VANGUARD GROUP DIV APP ETF 921908844 832 7588 SH SOLE 7588 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 584 3734 SH SOLE 3734 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 374 2619 SH SOLE 2619 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 335 3854 SH SOLE 3854 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 457 1762 SH SOLE 1762 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 611 4747 SH SOLE 4747 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 216 1204 SH SOLE 1204 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 947 8803 SH SOLE 8803 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 544 12805 SH SOLE 12805 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 677 9252 SH SOLE 9252 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 9613 197482 SH SOLE 197482 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 3713 57587 SH SOLE 57587 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 6357 73185 SH SOLE 73185 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 6071 100489 SH SOLE 100489 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 647 8103 SH SOLE 8103 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 494 12092 SH SOLE 12092 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 420 4902 SH SOLE 4902 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 719 12171 SH SOLE 12171 0 0 VISA INC COM CL A 92826C839 606 3885 SH SOLE 3885 0 0 WALMART INC COM 931142103 378 3866 SH SOLE 3866 0 0 WELLS FARGO CO NEW COM 949746101 331 6846 SH SOLE 6846 0 0 WILLIAMS COS INC DEL COM 969457100 490 17079 SH SOLE 17079 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 2520 53485 SH SOLE 53485 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 429 7682 SH SOLE 7682 0 0 WISDOMTREE TR INTL SMCAP DIV 97717W760 1217 18499 SH SOLE 18499 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 290 6744 SH SOLE 6744 0 0 YUM BRANDS INC COM 988498101 275 2758 SH SOLE 2758 0 0