account_balance
Investment manager · 13F filer · SEC CIK 1498383
Asset Allocation & Management Company, LLC
Reported value$321Mas of Sep 30, 2026
Positions69 4 new, 2 sold out
Top 10 weight78.1%VTI alone is 25%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
24.5%
VYMVanguard Whitehall FDS
10.1%
SRLNSsga Active ETF Tr
10.0%Added +34%
SCHDSchwab Strategic Tr
8.2%Added +9%
VOOVanguard Index FDS
7.1%Trimmed −7%
SPHYSPDR Series Trust
5.7%
VEUVanguard Intl Equity Index F
3.5%Added +11%
IVViShares Tr
3.5%
JAAAJanus Detroit STR Tr
2.9%
SCHBSchwab Strategic Tr
2.6%
FTSLFirst Tr Exchange-Traded Fd
1.9%
VEA1.7%
VTIVanguard Index FDS
24.5%
VYMVanguard Whitehall FDS
10.1%
SRLNSsga Active ETF Tr
10.0%+34%
SCHDSchwab Strategic Tr
8.2%+9%
VOOVanguard Index FDS
7.1%−7%
SPHYSPDR Series Trust
5.7%
VEU3.5%
IVV3.5%
JAAA
SCHB
FTSL
VEA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 24.5% Held
VYM Vanguard Whitehall FDS 10.1% Held
SRLN Ssga Active ETF Tr 10.0% Added +34%
SCHD Schwab Strategic Tr 8.2% Added +9%
VOO Vanguard Index FDS 7.1% Trimmed −7%
SPHY SPDR Series Trust 5.7% Held
VEU Vanguard Intl Equity Index F 3.5% Added +11%
IVV iShares Tr 3.5% Held
JAAA Janus Detroit STR Tr 2.9% Added +43%
SCHB Schwab Strategic Tr 2.6% Added +7%
FTSL First Tr Exchange-Traded Fd 1.9% Held
VEA Vanguard Tax-Managed FDS 1.7% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.