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Home > Institutional Investor > Asset Allocation Strategies Llc > 13F Holdings

Instuitional Investor - Asset Allocation Strategies Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 741,315 $19,644,843 4.34%
2.
Invesco Qqq Tr
 33,299 $18,369,331 4.06%
3.
Schwab Strategic Trust
 FNDF 749,449 $18,316,524 4.05%
4.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 78,638 $17,858,718 3.95%
5.
Schwab Strategic Trust
 FNDF 759,597 $17,653,028 3.9%
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)