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| Name: |
Asset Allocation Strategies LLC |
| City: |
Farmington |
| State: |
MI |
| Zip: |
48336 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VOO |
Vanguard S&P 500 Etf |
44 |
New |
$478.74 |
$887,000 |
1,846 |
0.31% |
887,000 |
1,846 |
0 |
Closed - End Fund - E... |
|
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IBIT |
iShares Bitcoin Trust |
45 |
New |
$34.58 |
$628,000 |
15,510 |
0.22% |
628,000 |
15,510 |
0.172 |
N/A |
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MUB |
iShares S&P National Munici... |
47 |
New |
$106.80 |
$580,000 |
5,391 |
0.2% |
580,000 |
5,391 |
0 |
Closed - End Fund - E... |
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BRK.B |
Berkshire Hathaway B |
54 |
New |
$412.05 |
$368,000 |
876 |
0.13% |
368,000 |
876 |
0 |
Property & Casualty I... |
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NVDA |
NVIDIA Corporation |
57 |
New |
$898.78 |
$342,000 |
379 |
0.12% |
342,000 |
379 |
0 |
Semiconductor - Speci... |
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JEPQ |
Jpmorgan Nasdaq Equity Prem... |
65 |
New |
$0.00 |
$259,000 |
4,770 |
0.09% |
259,000 |
4,770 |
0.005 |
N/A |
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COF |
Capital One Financial Corp |
67 |
New |
$142.56 |
$246,000 |
1,655 |
0.09% |
246,000 |
1,655 |
0 |
Credit Services |
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DTE |
DTE Energy Co |
69 |
New |
$115.49 |
$238,000 |
2,119 |
0.08% |
238,000 |
2,119 |
0.001 |
Electric Utilities |
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TSN |
Tyson Foods Inc |
70 |
New |
$59.65 |
$236,000 |
4,011 |
0.08% |
236,000 |
4,011 |
0.001 |
Meat Products |
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JPST |
Jp Morgan Ultra Short Incom... |
76 |
New |
$0.00 |
$208,000 |
4,118 |
0.07% |
208,000 |
4,118 |
0 |
N/A |
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