Asset Allocation Strategies LLC Incresed Positions in Q3 2025

Asset Allocation Strategies LLC

$505 Billion
Q3 2025

Stock	Shares change	Price Range	Shares Held	Trade History
SCHP Schwab Strategic Us Tips ETF ETFs	2.21K + 7.93%	$26.44 - $27.1 $58.4K - $59.8K	30.1K $810M
COST Costco Wholesale Corp Consumer Defensive	78 + 27.37%	$915.95 - $994.57 $71.4K - $77.6K	363 $336M
SCHR Schwab Intermediate Term Us Tr ETFs	1.82K + 16.66%	$24.69 - $25.26 $45K - $46K	12.8K $320M
EPD Enterprise Products Partners L.P. Energy	1.04K + 4.53%	$30.74 - $32.14 $31.9K - $33.4K	23.9K $749M
JPM Jpmorgan Chase & CO Financial Services	1 + 0.09%	$282.78 - $316.06 $283 - $316	1.17K $369M
ILCB Ishares Morningstar U.S. Equit ETFs	11 + 0.28%	$85.66 - $92.67 $942 - $1.02K	3.93K $363M
DTE Dte Energy CO Utilities	18 + 0.82%	$130.26 - $141.49 $2.34K - $2.55K	2.21K $312M
LGOV First Tr ETF Iv Long Duration ETFs	788 + 7.03%	$20.98 - $22.03 $16.5K - $17.4K	12K $261M
CGCP Capital Group Core Plus Income ETFs	541 + 1.44%	$22.27 - $22.95 $12K - $12.4K	38.1K $865M
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	4 + 0.07%	$42.39 - $44.63 $170 - $179	5.83K $260M
VNLA Janus Henderson Short Duration ETFs	209 + 1.61%	$48.99 - $49.29 $10.2K - $10.3K	13.2K $651M
SCHI Schwab Strategic Tr 5 10 Yr C ETFs	162 + 0.79%	$22.45 - $23.2 $3.64K - $3.76K	20.8K $480M
MUB Ishares National Muni Bond ETF ETFs	2 + 0.04%	$103.24 - $106.68 $206 - $213	4.69K $500M
Franklin Templeton ETF Tr	12 + 0.11%	N/A	11K $305M
YYY Amplify ETF Tr High Income ETF ETFs	43 + 0.3%	$11.61 - $11.92 $499 - $513	14.5K $172M
TT Trane Technologies PLC Industrials	1 + 0.11%	$398.96 - $472.54 $399 - $473	938 $396M
ET Energy Transfer LP Energy	485 + 1.18%	$17.11 - $18.16 $8.3K - $8.81K	41.7K $715M

Activity Summary All Purchases 83 New Holdings 16 Increased Positions 67 All Sells 63 Reductions 63 Sold out 0 Calls 0 Puts 0

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