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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 $351,348,359
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 307,837 $26,021,482 7.41%
2.
Invesco Qqq Tr
 41,596 $20,301,584 5.78%
3.
Ishares Trust
 IEF 148,945 $14,769,343 4.2%
4.
Ishares Trust
 IEF 104,838 $12,261,905 3.49%
5.
Invesco Actively Managed Exc - S&P500 DOWNSID
 313,916 $11,994,748 3.41%
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)