Asset Allocation Strategies LLC New Holdings in Q2 2024

Asset Allocation Strategies LLC

  • $297 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
35.6K
New
$44.66 - $45.99 $1.59M - $1.64M
35.6K $1.62B
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.7K
New
$58.7 - $64.78 $1.1M - $1.21M
18.7K $1.2B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22K
New
$37.19 - $39.82 $820K - $878K
22K $847M
FNDX
Schwab Fundamental U S Large C

ETFs
11.5K
New
$63.87 - $67.55 $734K - $776K
11.5K $770M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.87K
New
$87.04 - $101.61 $598K - $698K
6.87K $693M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.9K
New
$40.83 - $44.89 $529K - $581K
12.9K $567M
OMFL
Invesco Exchange Traded Self I

ETFs
10.1K
New
$51.23 - $54.89 $518K - $554K
10.1K $530M
FNDF
Schwab Fundamental Intl Large

ETFs
12K
New
$34.19 - $36.51 $412K - $440K
12K $422M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.38K
New
$58.24 - $64.51 $372K - $412K
6.38K $408M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
10.6K
New
$35.59 - $36.41 $378K - $387K
10.6K $385M
CGCP
Capital Group Core Plus Income

ETFs
15.4K
New
$21.83 - $22.48 $336K - $346K
15.4K $342M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.71K
New
$170.63 - $199.67 $292K - $342K
1.71K $338M
SCHO
Schwab Short Term Us Treasury

ETFs
6.96K
New
$47.75 - $48.13 $332K - $335K
6.96K $335M
PLW
Invesco 1 30 Laddered Treasury

ETFs
8.78K
New
N/A
8.78K $242M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.06K
New
$45.24 - $49.04 $229K - $248K
5.06K $240M
VTV
Vanguard Value ETF

ETFs
1.44K
New
$154.57 - $163.65 $223K - $236K
1.44K $231M
BA
Boeing CO

Industrials
1.19K
New
$164.33 - $191.42 $195K - $227K
1.19K $216M
COST
Costco Wholesale Corp

Consumer Defensive
251
New
$704.88 - $870.75 $177K - $219K
251 $214M
IVV
Ishares Core S&P 500 ETF

ETFs
381
New
$497.53 - $549.64 $190K - $209K
381 $209M
Activity Summary
Buys All Purchases 50 New Holdings 20 Increased Positions 30 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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