Asset Allocation & Management Company, LLC - Portfolio overview

Asset Allocation & Management Company, LLC has 99 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 25.01%
2. VYM - VANGUARD WHITEHALL FDS, 11.60%
3. SRLN - SSGA ACTIVE ETF TR, 7.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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