Asset Allocation & Management Company, LLC has disclosed 90 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $198.00 Mil. The turnover rate is 12%.
In Asset Allocation & Management Company, LLC's current portfolio as of 2025-03-31, the top 5 holdings are
Vanguard Total Stock Market ETF (VTI), Vanguard S&P 500 ETF (VOO), SPDR Portfolio High Yield Bond ETF (SPHY), Vanguard High Dividend Yield Indx ETF (VYM), iShares Core S&P 500 ETF (IVV), not including call and put options.
Asset Allocation & Management Company, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Asset Allocation & Management Company, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Asset Allocation & Management Company, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Asset Allocation & Management Company, LLC.
