Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Asset Allocation & Management Company, LLC

Q4 2025 · 13F-HR

Asset Allocation & Management Company, LLCholdings as filed

Filed 2026-01-12 · accession 0001498383-26-000001

$251,105
Reported value
94
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$70,11427.9%209,126CommonNONE
922908363VOOVANGUARD INDEX FDS$21,7418.66%34,668CommonNONE
78468R606SPHYSPDR SERIES TRUST$19,0437.58%804,501CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$15,3486.11%371,904CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$14,7815.89%102,990CommonNONE
464287200IVVISHARES TR$10,1684.05%14,845CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$9,5993.82%349,963CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$6,3022.51%240,256CommonNONE
922908736VUGVANGUARD INDEX FDS$5,9472.37%12,189CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$5,8192.32%126,840CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4,5721.82%73,189CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$4,2561.69%57,853CommonNONE
47103U845JAAAJANUS DETROIT STR TR$4,1291.64%81,636CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3,3951.35%4,979CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$3,0671.22%38,470CommonNONE
02079K305GOOGLALPHABET INC$3,0121.20%9,622CommonNONE
46090E103QQQINVESCO QQQ TR$2,6511.06%4,315CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2,3760.95%44,203CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2,2640.90%3CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2,1970.87%11,468CommonNONE
922908538VOTVANGUARD INDEX FDS$2,0460.81%7,329CommonNONE
11135F101AVGOBROADCOM INC$1,6360.65%4,728CommonNONE
464288513HYGISHARES TR$1,5420.61%19,130CommonNONE
464287168DVYISHARES TR$1,4500.58%10,273CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1,4010.56%17,772CommonNONE
594918104MSFTMICROSOFT CORP$1,3730.55%2,840CommonNONE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$1,3340.53%1,100CommonNONE
67066G104NVDANVIDIA CORPORATION$1,2010.48%6,438CommonNONE
037833100AAPLAPPLE INC$1,1580.46%4,260CommonNONE
921937819BIVVANGUARD BD INDEX FDS$1,1500.46%14,760CommonNONE
922908751VBVANGUARD INDEX FDS$1,1210.45%4,345CommonNONE
464287689IWVISHARES TR$1,0220.41%2,641CommonNONE
30303M102METAMETA PLATFORMS INC$7530.30%1,140CommonNONE
921937793BLVVANGUARD BD INDEX FDS$7130.28%10,260CommonNONE
023135106AMZNAMAZON COM INC$7050.28%3,055CommonNONE
464287507IJHISHARES TR$6790.27%10,295CommonNONE
464288687PFFISHARES TR$6500.26%21,000CommonNONE
060505682BAC 7.25 PERP LBANK AMERICA CORP$6480.26%519CommonNONE
464287150ITOTISHARES TR$6160.25%4,143CommonNONE
872540109TJXTJX COS INC NEW$6140.24%4,000CommonNONE
464287226AGGISHARES TR$5690.23%5,692CommonNONE
478160104JNJJOHNSON & JOHNSON$5530.22%2,674CommonNONE
464287804IJRISHARES TR$5340.21%4,441CommonNONE
92826C839VVISA INC$5200.21%1,482CommonNONE
482480100KLACKLA CORP$5180.21%426CommonNONE
36828A101GEVGE VERNOVA INC$4960.20%759CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4940.20%562CommonNONE
464288646IGSBISHARES TR$4830.19%9,139CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$4520.18%5,955CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$4480.18%520CommonNONE
166764100CVXCHEVRON CORP NEW$4420.18%2,900CommonNONE
922908629VOVANGUARD INDEX FDS$4310.17%1,486CommonNONE
863667101SYKSTRYKER CORPORATION$4220.17%1,200CommonNONE
56585A102MPCMARATHON PETE CORP$4070.16%2,502CommonNONE
68389X105ORCLORACLE CORP$3950.16%2,025CommonNONE
345370860FFORD MTR CO$3940.16%30,000CommonNONE
929160109VMCVULCAN MATLS CO$3920.16%1,376CommonNONE
437076102HDHOME DEPOT INC$3910.16%1,135CommonNONE
231021106CMICUMMINS INC$3890.15%763CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$3800.15%71CommonNONE
464287465EFAISHARES TR$3770.15%3,930CommonNONE
532457108LLYELI LILLY & CO$3650.15%340CommonNONE
78463V107GLDSPDR GOLD TR$3630.14%915CommonNONE
911363109URIUNITED RENTALS INC$3430.14%424CommonNONE
742718109PGPROCTER AND GAMBLE CO$3340.13%2,329CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3250.13%2,775CommonNONE
G29183103ETNEATON CORP PLC$3180.13%997CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3120.12%1,692CommonNONE
580135101MCDMCDONALDS CORP$3060.12%1,000CommonNONE
172967424CCITIGROUP INC$3050.12%2,614CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$3050.12%2,646CommonNONE
055622104BPBP PLC$2920.12%8,400CommonNONE
872590104TMUST-MOBILE US INC$2890.12%1,421CommonNONE
65342T106NODKNI HLDGS INC$2870.11%21,589CommonNONE
88160R101TSLATESLA INC$2860.11%635CommonNONE
040413205ANETARISTA NETWORKS INC$2830.11%2,157CommonNONE
05722G100BKRBAKER HUGHES COMPANY$2750.11%6,045CommonNONE
98419M100XYLXYLEM INC$2710.11%1,990CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2680.11%906CommonNONE
91913Y100VLOVALERO ENERGY CORP$2660.11%1,634CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$2600.10%1,482CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$2570.10%567CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$2500.10%490CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$2450.10%1,175CommonNONE
81762P102NOWSERVICENOW INC$2450.10%1,600CommonNONE
58155Q103MCKMCKESSON CORP$2410.10%294CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$2290.09%790CommonNONE
046353108AZNNASTRAZENECA PLC$2280.09%2,475CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2240.09%695CommonNONE
00287Y109ABBVABBVIE INC$2170.09%948CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2130.08%702CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$2110.08%2,585CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$2060.08%1,111CommonNONE
78409V104SPGIS&P GLOBAL INC$2060.08%395CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.