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Home > Institutional Investor > Asset Allocation Strategies Llc > Profile

Instuitional Investor - Asset Allocation Strategies Llc

Fund Profile
Filing Period:
Fund Name: Asset Allocation Strategies Llc
Portfolio Value $401,890,171
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 736,879 $20,603,125 5.13%
2.
Vanguard Tax-Managed Fds
 322,888 $16,412,417 4.08%
3.
Invesco Qqq Tr
 33,896 $15,894,623 3.95%
4.
Schwab Strategic Trust
 FNDF 677,416 $15,688,961 3.9%
5.
Schwab Strategic Trust
 FNDF 669,424 $14,780,876 3.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)