Fund Holdings — Asset Allocation & Management Company, LLC

Total Portfolio Value
$269.6K
Total Bought
$32.0K
Total Sold
$5.7K
Net Transaction
+$26.4K
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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VANGUARD WHITEHALL FDS102,990211,254+108,264153111.61%+17
SSGA ACTIVE ETF TR
ST STR BL LN ETF
371,904526,704+154,80015217.84%+6
SCHWAB STRATEGIC TR349,963365,718+15,75510114.16%+2
VANGUARD INTL EQUITY INDEX F57,85367,440+9,587451.88%+1
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
5,95513,195+7,240010.37%+1
NVIDIA CORPORATION(NVDA)6,4389,068+2,630120.59%0
VALARIS LTD(VAL)03,793+3,793000.14%0
REGENERON PHARMACEUTICALS(REGN)0423+423000.12%0
DEERE & CO(DE)0565+565000.12%0
INVESCO QQQ TR4,3155,130+815331.10%0
SCHWAB STRATEGIC TR240,256262,123+21,867672.44%0
CADENCE DESIGN SYSTEM INC(CDNS)0953+953000.10%0
CROWDSTRIKE HLDGS INC(CRWD)0670+670000.10%0
TE CONNECTIVITY PLC(TEL)01,235+1,235000.10%0
ASTRAZENECA PLC(AZN)01,237+1,237000.09%0
JPMORGAN CHASE & CO.(JPM)6951,588+893000.17%0
MARATHON PETE CORP(MPC)2,5022,5020010.23%0
CHEVRON CORP NEW(CVX)2,9002,9000010.22%0
VALERO ENERGY CORP(VLO)1,6341,6340000.15%0
KLA CORP(KLAC)4264260110.23%0
ISHARES TR10,27310,2730120.58%0
BP PLC(BP)8,4008,4000000.15%0
JOHNSON & JOHNSON(JNJ)2,6742,6740110.24%0
BAKER HUGHES COMPANY(BKR)6,0456,0450000.14%0
COSTCO WHSL CORP NEW(COST)5205200010.19%0
TELEDYNE TECHNOLOGIES INC(TDY)4904900000.11%0
VANGUARD TAX-MANAGED FDS73,18972,039-1,150551.71%0
AMERICAN ELEC PWR CO INC2,6462,6460000.13%0
EATON CORP PLC(ETN)9979970000.13%0
DUKE ENERGY CORP NEW(DUK)2,7752,7750000.13%0
SPDR GOLD TR(GLD)9159150000.15%0
TAIWAN SEMICONDUCTOR MFG LTD(TSM)7027020000.09%0
CUMMINS INC(CMI)7637630000.15%0
VANGUARD INDEX FDS4,3454,3450110.42%0
ISHARES TR10,29510,2950110.26%0
MCKESSON CORP(MCK)2942940000.09%0
VANGUARD INTL EQUITY INDEX F44,20344,2030220.89%0
ISHARES TR4,4414,343-98110.20%0
ISHARES TR3,9303,9300000.14%0
MCDONALDS CORP(MCD)1,0001,0000000.12%0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
11,46811,4680220.82%0
PROCTER AND GAMBLE CO(PG)2,3292,3290000.12%0
TRAVELERS COMPANIES INC(TRV)7907900000.09%0
PNC FINL SVCS GROUP INC(PNC)1,1751,1750000.09%0
ISHARES TR9,1399,1390000.18%-0
AMERICAN TOWER CORP NEW(AMT)1,4821,4820000.09%-0
ISHARES TR5,6925,6920110.21%-0
VANGUARD INDEX FDS1,4861,4860000.16%-0
VERTEX PHARMACEUTICALS INC(VRTX)5675670000.09%-0
VANGUARD BD INDEX FDS17,77217,7720110.52%-0
VANGUARD BD INDEX FDS10,26010,2600110.26%-0
CITIGROUP INC(C)2,6142,6140000.11%-0
NI HLDGS INC(NODK)21,58921,5890000.10%-0
ABBVIE INC(ABBV)9489480000.08%-0
VANGUARD BD INDEX FDS14,76014,7600110.42%-0
ISHARES TR21,00021,0000110.24%-0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
38,47038,4700331.13%-0
VULCAN MATLS CO(VMC)1,3761,3760000.14%-0
ARISTA NETWORKS INC(ANET)2,1572,1570000.10%-0
HOME DEPOT INC(HD)1,1351,1350000.14%-0
GOLDMAN SACHS GROUP INC(GS)5625620000.18%-0
ISHARES TR19,13019,1300220.56%-0
ISHARES TR4,1434,1430110.22%-0
STRYKER CORPORATION(SYK)1,2001,2000000.15%-0
BANK AMERICA CORP5195190110.23%-0
XYLEM INC(XYL)1,9901,9900000.09%-0
UNITED RENTALS INC(URI)4244240000.11%-0
PALO ALTO NETWORKS INC(PANW)1,6921,6920000.10%-0
ISHARES TR2,6412,6410110.36%-0
FORD MTR CO(F)30,00030,0000000.13%-0
INTERNATIONAL BUSINESS MACHS(IBM)9069060000.08%-0
TESLA INC(TSLA)6356350000.09%-0
ELI LILLY & CO(LLY)3403400000.12%-0
WELLS FARGO & CO(WFC)1,1001,1000110.47%-0
AMAZON COM INC(AMZN)3,0553,0550110.24%-0
VISA INC(V)1,4821,4820100.17%-0
APPLE INC(AAPL)4,2604,2600110.40%-0
BOOKING HOLDINGS INC(BKNG)71710000.11%-0
GE VERNOVA INC(GEV)759459-300000.15%-0
META PLATFORMS INC(META)1,1401,1400110.24%-0
BERKSHIRE HATHAWAY INC DEL330220.80%-0
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
126,840126,8400662.11%-0
VANGUARD INDEX FDS7,3297,3290220.70%-0
MARSH & MCLENNAN COS INC(MRSH)1,1110-1,11100—-0
S&P GLOBAL INC(SPGI)3950-39500—-0
UBER TECHNOLOGIES INC(UBER)2,5850-2,58500—-0
ASTRAZENECA PLC(AZN)2,4750-2,47500—-0
ALPHABET INC(GOOG)9,6229,6220331.03%-0
SERVICENOW INC(NOW)1,6000-1,60000—-0
TJX COS INC NEW(TJX)4,0002,154-1,846100.13%-0
SPDR SERIES TRUST
ST PORT HIGH ETF
804,501804,501019196.96%-0
T-MOBILE US INC(TMUS)1,4210-1,42100—-0
MICROSOFT CORP(MSFT)2,8402,8400110.39%-0
SPDR S&P 500 ETF TR(SPY)4,9794,631-348331.12%-0
ORACLE CORP(ORCL)2,0250-2,02500—-0
BROADCOM INC(AVGO)4,7283,528-1,200210.41%-1
JANUS DETROIT STR TR
HENDRSON AAA CL
81,63670,511-11,125441.32%-1
ISHARES TR14,84514,595-25010103.54%-1
VANGUARD INDEX FDS34,66834,985+31722217.75%-1
VANGUARD INDEX FDS12,18910,559-1,630651.71%-1
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Asset Allocation & Management Company, LLC — 13F Holdings — Q1 2026 | TickerTrail