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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 $256,082,450
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 333,658 $25,401,536 9.91%
2.
Invesco Qqq Tr
 50,820 $20,817,423 8.12%
3.
Invesco Actively Managed Etf
 406,337 $13,909,188 5.43%
4.
Ishares Trust
 IEF 159,406 $12,835,380 5.01%
5.
Ishares Trust
 IEF 107,110 $11,596,082 4.52%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)