United-Guardian, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | — | $1.04M | 0.03% | 156,888 NS | $3.90B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $598.5K | 0.00% | 90,264 NS | $1.99T | FIGI |
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | — | $356.4K | 0.20% | 53,761 NS | $181.19M | FIGI |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | — | $251.9K | 0.01% | 38,000 NS | $1.82B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $238.7K | 0.00% | 36,009 NS | $81.50B | FIGI |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | — | $89.3K | 0.07% | 13,466 NS | $123.00M | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $54.1K | 0.00% | 8,165 NS | $1.21B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $13.7K | 0.00% | 2,067 NS | $58.89B | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $3.6K | 0.00% | 544 NS | $174.05M | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $2.3K | 0.00% | 340 NS | $722.25M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $948.09 | 0.00% | 143 NS | $741.60M | FIGI |