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Portfolio (Quarterly) Guide ↗

Asset Allocation Strategies LLC

· CIK 0001922879
13F Portfolio $563.1B AUM 168 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 74 Added 58 Reduced 14 Exited
Page 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC Communication Services 1,392.0 $400K 0.07% +320.0 +29.9% $287.54 +39.5%
62 TGT TARGET CORP Consumer Defensive 3,042.0 $369K 0.07% +547.0 +21.9% $121.19 +1.6%
63 GOOG ALPHABET INC Communication Services 1,219.0 $350K 0.06% +38.0 +3.2% $286.90 +38.4%
64 TSLA TESLA INC Consumer Cyclical 891.0 $331K 0.06% +177.0 +24.8% $371.75 +19.2%
65 FIXD FIRST TR EXCHNG TRADED FD VI 6,786.0 $296K 0.05% +637.0 +10.4% $43.59 -0.8%
66 FMF FIRST TR EXCHANGE-TRADED FD 5,803.0 $294K 0.05% +268.0 +4.8% $50.62 +2.3%
67 SCHR SCHWAB STRATEGIC TR 11,589.0 $289K 0.05% +419.0 +3.8% $24.91 -1.5%
68 GLDM WORLD GOLD TR Financial Services 3,110.0 $288K 0.05% +206.0 +7.1% $92.69 -2.9%
69 CAT CATERPILLAR INC Industrials 398.0 $282K 0.05% +31.0 +8.4% $709.13 +25.3%
70 JNJ JOHNSON & JOHNSON Healthcare 1,140.0 $279K 0.05% +152.0 +15.4% $244.41 -5.6%
71 FIVA FIDELITY COVINGTON TRUST 7,626.0 $265K 0.05% +1K +22.6% $34.81 +6.6%
72 COF CAPITAL ONE FINL CORP Financial Services 1,397.0 $255K 0.04% +76.0 +5.8% $182.41 +1.9%
73 HD HOME DEPOT INC Consumer Cyclical 707.0 $233K 0.04% +87.0 +14.0% $328.99 -7.5%
74 WFC WELLS FARGO & CO Financial Services 2,721.0 $217K 0.04% +202.0 +8.0% $79.60 -7.3%
Page 4 of 4  ·  74 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 66.6%
Technology 12.2%
Energy 5.4%
Consumer Cyclical 4.3%
Communication Services 3.5%
Industrials 3.4%
Consumer Defensive 1.9%
Healthcare 1.3%
Utilities 0.8%
Basic Materials 0.7%