Asset Allocation Strategies LLC
CIK Number: 0001922879
401.89M
Market Value
120
# of Holdings
6 months
Avg. Holding Period
35.71%
Win Rate
33.11%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab U.S. Div... | 26.30 | -0.53% | 868.05K | +181.98% | 24M | 24.53 | 5.78% |
| 2 | QQQ | Invesco QQQ Tru... | 529.14 | +0.35% | 37.93K | -8.82% | 20.04M | 353.88 | 4.82% |
| 3 | IOO | iShares Global ... | 104.32 | +0.37% | 145.32K | -2.44% | 15M | 76.26 | 3.61% |
| 4 | SCHX | Schwab U.S. Lar... | 23.61 | +0.04% | 614.66K | +497.35% | 14.71M | 22.79 | 3.54% |
| 5 | SCHZ | Schwab U.S. Agg... | 22.93 | +0.48% | 624.19K | +385.58% | 14.16M | 23 | 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.