Superior Planning, LLC’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Superior Planning, LLC’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$45.8K	Buy	+668	New	+$46.3K	0.02%	404

Other funds holding AOR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Superior Planning, LLC's AOR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Core 60/40 Balanced Allocation ETF (AOR) in Q3 2026: 668 shares worth $45.8K. The stake represents 0.02% of the portfolio and ranks #404 among its holdings.

347 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

Superior Planning, LLC held 668 shares of iShares Core 60/40 Balanced Allocation ETF worth $45.8K as of Q3 2026.
iShares Core 60/40 Balanced Allocation ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Core 60/40 Balanced Allocation ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #404 holding.
347 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.