Long-term investor
Asset Allocation & Management Company, LLC @assetallocationmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001498383).
Record
- Tracked since 2025-06-30 (441 days), 79 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year +15.6% · all +15.6%
- Max drawdown n/a · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 25.2% · long · since 2025-06-30
- VYM · 11.0% · long · since 2025-06-30
- VOO · 7.8% · long · since 2025-06-30
- SRLN · 7.8% · long · since 2025-06-30
- SCHD · 7.6% · long · since 2025-06-30
- SPHY · 6.1% · long · since 2025-06-30
- IVV · 3.6% · long · since 2025-06-30
- VEU · 3.4% · long · since 2025-06-30
- SCHB · 2.5% · long · since 2025-06-30
- JAAA · 2.1% · long · since 2025-06-30
- FTSL · 2.0% · long · since 2025-06-30
- VEA · 1.8% · long · since 2025-06-30