Asset Allocation Strategies LLC
Asset Allocation Strategies LLC is a Michigan-based registered investment adviser founded in 2011. The firm serves over 3,700 client accounts, primarily individuals and high net worth individuals, as well as some pension and profit-sharing plans. With approximately 40 employees, it provides investment management, asset allocation, and advisory services for clients who seek personalized solutions to fit their unique financial goals.
Investment Strategy
Asset Allocation Strategies LLC primarily focuses on asset allocation, tailoring portfolios to clients' financial objectives and risk tolerance. Their investment philosophy centers on strategic and tactical diversification across asset classes to optimize risk-adjusted returns. The firm's approach combines quantitative models and active management to ensure portfolios are aligned with changing market conditions while meeting client goals.
Top Holdings
Equity Positions (148)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQM | INVESCO EXCH TRADED FD TR II | 4.81% | $24.3M | 98,279 | $224.20 | $247.12 | -$3.4M |
S SCHX | SCHWAB STRATEGIC TR | 4.23% | $21.4M | 810,952 | $23.18 | $26.34 | +$3.0M |
S SCHZ | SCHWAB STRATEGIC TR | 3.90% | $19.7M | 839,803 | $23.08 | $23.47 | +$2.1M |
Q QQQ | INVESCO QQQ TR | 3.67% | $18.5M | 30,883 | $353.88 | $600.37 | +$171.9K |
S SCHD | SCHWAB STRATEGIC TR | 3.56% | $18.0M | 659,215 | $24.54 | $27.30 | -$1.6M |