Asset Allocation & Management Company
Latest statistics and disclosures from Asset Allocation & Management Company's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VYM, VOO, IVV, SRLN, and represent 58.23% of Asset Allocation & Management Company's stock portfolio.
- Added to shares of these 5 stocks: IJH, JAAA, SCHB, CMI, IWM.
- Started 3 new stock positions in JAAA, SCHB, CMI.
- Reduced shares in these 7 stocks: LQD, VTI, WFC.PL, CX, SPY, , VEA.
- Sold out of its positions in LQD, SDY, WFC.PL.
- Asset Allocation & Management Company was a net seller of stock by $-6.2M.
- Asset Allocation & Management Company has $153M in assets under management (AUM), dropping by 2.23%.
- Central Index Key (CIK): 0001498383
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Asset Allocation & Management Company holds 49 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Asset Allocation & Management Company
SEC 13F filings are viewable for Asset Allocation & Management Company going back to 2019
- Asset Allocation & Management Company 2024 Q1 filed April 11, 2024
- Asset Allocation & Management Company 2023 Q4 filed Feb. 9, 2024
- Asset Allocation & Management Company 2023 Q3 filed Oct. 17, 2023
- Asset Allocation & Management Company 2023 Q2 filed Aug. 8, 2023
- Asset Allocation & Management Company 2023 Q1 filed April 17, 2023
- Asset Allocation & Management Company 2022 Q4 filed Feb. 9, 2023
- Asset Allocation & Management Company 2022 Q3 filed Oct. 20, 2022
- Asset Allocation & Management Company 2022 Q2 filed July 19, 2022
- Asset Allocation & Management Company 2022 Q1 filed April 11, 2022
- Asset Allocation & Management Company 2021 Q4 filed Feb. 11, 2022
- Asset Allocation & Management Company 2021 Q3 filed Oct. 15, 2021
- Asset Allocation & Management Company 2021 Q2 filed Aug. 16, 2021
- Asset Allocation & Management Company 2021 Q1 filed May 14, 2021
- Asset Allocation & Management Company 2020 Q4 filed Feb. 12, 2021
- Asset Allocation & Management Company 2020 Q1 filed Nov. 16, 2020
- Asset Allocation & Management Company 2020 Q2 filed Nov. 16, 2020