Institutions / Asset Allocation & Management Company, LLC

Asset Allocation & Management Company, LLC

CIK 1498383 · Institution · as of Dec 31, 2025
Portfolio value
$251.1K
Positions
94
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 94 →
CompanyClassValueShares% of portfolio
Vanguard Index Fds$70.1K209,12627.9%
Vanguard Index Fds$21.7K34,6688.7%
SPDR Series Trust$19.0K804,5017.6%
Ssga Active ETF Tr$15.3K371,9046.1%
Vanguard Whitehall Fds$14.8K102,9905.9%
iShares Tr$10.2K14,8454.0%
Schwab Strategic Tr$9.6K349,9633.8%
Schwab Strategic Tr$6.3K240,2562.5%
Vanguard Index Fds$5.9K12,1892.4%
First Tr Exchange-Traded Fd$5.8K126,8402.3%
Vanguard Tax-Managed Fds$4.6K73,1891.8%
Vanguard Intl Equity Index F$4.3K57,8531.7%
Janus Detroit Str Tr$4.1K81,6361.6%
SPDR S&P 500 ETF Tr$3.4K4,9791.4%
Vanguard Scottsdale Fds$3.1K38,4701.2%
Alphabet Inc.$3.0K9,6221.2%
Invesco Qqq Tr$2.7K4,3151.1%
Vanguard Intl Equity Index F$2.4K44,2030.9%
Berkshire Hathaway Inc Del$2.3K30.9%
Invesco Exchange Traded Fd T$2.2K11,4680.9%
Vanguard Index Fds$2.0K7,3290.8%
Broadcom Inc.$1.6K4,7280.7%
iShares Tr$1.5K19,1300.6%
iShares Tr$1.4K10,2730.6%
Vanguard Bd Index Fds$1.4K17,7720.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.