United Asset Strategies, Inc. Last Quarter Change: USA ETF, Added

United Asset Strategies, Inc. quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, United Asset Strategies, Inc. opened 21 positions, added to 26, reduced 12, sold out of 20 and left 5 unchanged. The largest increase in value was XLK (+$29,661,455); the largest decrease was XLK (-$30,804,789).

MBSF: Country of operation —; Class REGAN FLTG RATE; Shares 2026-03-31 179,090; Shares 2026-06-30 424,493.
DFEV: Country of operation —; Class EMERGING MKTS VA; Shares 2026-03-31 68,341; Shares 2026-06-30 108,298.
VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 999; Shares 2026-06-30 2,353.
USFR: Country of operation —; Class FLOATNG RAT TREA; Shares 2026-03-31 482,711; Shares 2026-06-30 491,959.

Two Form 13F-HR filings compared (SEC CIK 1539948): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
MBSF VALUED ADVISERS TR	REGAN FLTG RATE	179,090	424,493	+245,403	$4,568,584	$10,898,850	+$6,330,266
DFEV DIMENSIONAL ETF TRUST	EMERGING MKTS VA	68,341	108,298	+39,957	$2,445,247	$4,620,759	+$2,175,512
VOO VANGUARD INDEX FDS	S&P 500 ETF SHS	999	2,353	+1,354	$597,048	$1,615,833	+$1,018,785
USFR WISDOMTREE TR	FLOATNG RAT TREA	482,711	491,959	+9,248	$24,299,660	$24,770,131	+$470,471
STIP ISHARES TR	0-5 YR TIPS ETF	6,594	10,439	+3,845	$682,068	$1,066,486	+$384,418
SPY STATE STR SPDR S&P 500 ETF T	TR UNIT	2,727	2,850	+123	$1,773,538	$2,128,456	+$354,918
LQD ISHARES TR	IBOXX INV CP ETF	2,620	5,387	+2,767	$285,582	$587,603	+$302,021
EEMA ISHARES INC	MSCI EM ASIA ETF	5,626	7,176	+1,550	$538,605	$839,305	+$300,700
BAB INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	20,697	29,555	+8,858	$557,984	$793,259	+$235,275
SMDV PROSHARES TR	RUSS 2000 DIVD	18,164	18,624	+460	$1,249,464	$1,434,577	+$185,113
ESML ISHARES TR	ESG AWARE MSCI	6,685	8,852	+2,167	$314,328	$495,099	+$180,771
ESGD ISHARES TR	ESG AW MSCI EAFE	3,632	4,705	+1,073	$347,338	$483,716	+$136,378
QCLN FIRST TR EXCHANGE-TRADED FD	NAS CLNEDG GREEN	5,059	5,745	+686	$235,098	$352,291	+$117,193
BND VANGUARD BD INDEX FDS	TOTAL BND MRKT	5,033	6,616	+1,583	$370,639	$485,690	+$115,051
VV VANGUARD INDEX FDS	LARGE CAP ETF	2,358	2,373	+15	$704,583	$816,263	+$111,680
EZU ISHARES INC	MSCI EURZONE ETF	7,008	7,478	+470	$438,981	$519,721	+$80,740
FLJP FRANKLIN TEMPLETON ETF TR	FTSE JAPAN ETF	7,368	8,664	+1,296	$266,574	$344,394	+$77,820
EWL ISHARES INC	MSCI SWITZERLAND	3,864	4,739	+875	$227,242	$297,846	+$70,604
FLGB FRANKLIN TEMPLETON ETF TR	FTSE UNTD KGDM	7,678	9,249	+1,571	$266,887	$326,397	+$59,510
IEI ISHARES TR	3 7 YR TREAS BD	2,441	2,954	+513	$289,531	$346,983	+$57,452
IVV ISHARES TR	CORE S&P500 ETF	335	351	+16	$219,063	$262,883	+$43,820
IEF ISHARES TR	7-10 YR TRSY BD	17,357	17,951	+594	$1,656,535	$1,697,580	+$41,045
IBIT ISHARES BITCOIN TRUST ETF	SHS BEN INT	6,734	6,800	+66	$258,720	$226,372	-$32,348
AGZ ISHARES TR	AGENCY BOND ETF	3,066	3,268	+202	$336,419	$357,116	+$20,697
AGG ISHARES TR	CORE US AGGBD ET	21,247	21,514	+267	$2,109,215	$2,129,473	+$20,258
MBS ANGEL OAK FUNDS TRUST	MORTGAGE BACKED	113,826	114,274	+448	$985,733	$986,189	+$456

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