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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 2 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEFA ISHARES TR 97,002.0 $8.8M 1.56% +3K +3.0% $90.53 +5.2%
22 BOND PIMCO ETF TR 94,582.0 $8.7M 1.55% +23K +31.4% $92.28 -1.3%
23 EVTR MORGAN STANLEY ETF TRUST 151,261.0 $7.7M 1.36% +43K +40.3% $50.75 -0.8%
24 GTO INVESCO ACTIVELY MANAGED EXC 153,183.0 $7.2M 1.27% +34K +28.1% $46.83 -0.4%
25 OMFL INVESCO EXCH TRD SLF IDX FD 109,695.0 $6.6M 1.17% -19K -15.0% $60.12 +11.8%
26 SCHC SCHWAB STRATEGIC TR 119,066.0 $5.6M 0.99% $46.74 +6.6%
27 SCHH SCHWAB STRATEGIC TR 248,316.0 $5.3M 0.95% +6K +2.5% $21.49 +6.9%
28 JEPI J P MORGAN EXCHANGE TRADED F 91,392.0 $5.2M 0.92% +827.0 +0.9% $56.68 -1.4%
29 SCHA SCHWAB STRATEGIC TR 166,586.0 $4.8M 0.86% +2K +1.3% $29.08 +12.0%
30 FALN ISHARES TR 171,094.0 $4.6M 0.81% -8K -4.4% $26.72 +0.3%
31 IEMG ISHARES INC 63,594.0 $4.4M 0.79% +2K +2.9% $69.75 +14.0%
32 XLG INVESCO EXCHANGE TRADED FD T 73,156.0 $4.0M 0.71% -90K -55.3% $54.55 +16.5%
33 IMFL INVESCO EXCH TRD SLF IDX FD 124,979.0 $4.0M 0.70% -18K -12.3% $31.64 +5.6%
34 SCHE SCHWAB STRATEGIC TR 119,799.0 $3.9M 0.70% +2K +1.6% $32.95 +7.6%
35 FVD FIRST TR EXCHANGE-TRADED FD 83,555.0 $3.9M 0.70% +11K +14.6% $47.03 -0.9%
36 IFLN INVESCO EXCH TRADED FD TR II 208,514.0 $3.7M 0.66% -88K -29.8% $17.94 +1.3%
37 XLF SELECT SECTOR SPDR TR 75,087.0 $3.7M 0.66% -3K -4.3% $49.37 +3.6%
38 BKLN INVESCO EXCH TRADED FD TR II 177,183.0 $3.6M 0.64% -21K -10.8% $20.41 +1.0%
39 FIRST TR EXCH TRADED FD III 202,059.0 $3.6M 0.64% NEW $17.75
40 FIRST TR EXCH TRADED FD III 47,831.0 $3.4M 0.60% +5K +10.5% $70.36
Page 2 of 9  ·  167 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%