account_balance

Investment manager · 13F filer · SEC CIK 1950591

Mullooly Asset Management, Inc.

Reported value$324Mas of Sep 30, 2026

Positions57 0 new, 3 sold out

Top 10 weight87.5%VLUE alone is 14%

FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VLUEiShares Tr

14.2%

MTUMiShares Tr

13.3%

VEUVanguard Intl Equity Index F

11.2%Added +2%

IJHiShares Tr

9.5%Added +3%

SHViShares Tr

9.1%Added +8%

VTIVanguard Index FDS

9.0%Added +3%

IJRiShares Tr

6.3%

AGGiShares Tr

5.4%Added +14%

BONDPimco ETF Tr

5.1%Added +14%

QQQInvesco QQQ Tr

4.4%

USMViShares Tr

1.4%

IYWiShares Tr

1.3%

VLUEiShares Tr

14.2%

MTUMiShares Tr

13.3%

VEUVanguard Intl Equity Index F

11.2%

IJHiShares Tr

9.5%

SHViShares Tr

9.1%

VTIVanguard Index FDS

9.0%

IJRiShares Tr

6.3%

AGG5.4%

BOND5.1%

QQQ4.4%

IYW

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

VLUE iShares Tr 14.2% Held

MTUM iShares Tr 13.3% Held

VEU Vanguard Intl Equity Index F 11.2% Added +2%

IJH iShares Tr 9.5% Added +3%

SHV iShares Tr 9.1% Added +8%

VTI Vanguard Index FDS 9.0% Added +3%

IJR iShares Tr 6.3% Held

AGG iShares Tr 5.4% Added +14%

BOND Pimco ETF Tr 5.1% Added +14%

QQQ Invesco QQQ Tr 4.4% Held

USMV iShares Tr 1.4% Added +16%

IYW iShares Tr 1.3% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Aug 5, 2026 filing

add_circleNew

None

arrow_upwardAdded

USMV +16%
BOND +14%
AGG +14%
SHV +8%

arrow_downwardTrimmed

PDP −7%
GOOG −4%
GOOGL −3%

remove_circleSold out

IEI $220K
ORCL $208K
SDY $203K

Mullooly Asset Management, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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