Asset Allocation Strategies LLC
CIK Number: 0001922879
351.35M
Market Value
112
# of Holdings
4 months
Avg. Holding Period
69.57%
Win Rate
39.59%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab Strategi... | 27.89 | -1.8% | 307.84K | -12.46% | 26.02M | 24.53 | 7.41% |
| 2 | QQQ | Invesco Qqq Tr | 495.33 | -0.35% | 41.6K | -18% | 20.3M | 353.88 | 5.78% |
| 3 | IOO | Ishares Tr | 100.18 | +0.29% | 148.94K | -11.49% | 14.77M | 76.26 | 4.20% |
| 4 | IJR | Ishares Tr | 107.56 | -1.49% | 104.84K | -11.91% | 12.26M | 100.61 | 3.49% |
| 5 | PHDG | Invesco Activel... | 37.41 | -0.37% | 313.92K | -19.05% | 11.99M | 33.1 | 3.41% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.