Planning Project LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Planning Project LLC’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4K	Buy	+45	New	+$4.01K	﹤0.01%	122

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Planning Project LLC's AOA Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q4 2025: 45 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #122 among its holdings.

405 funds tracked by Wall St. Rank hold AOA as of Q4 2025.

Planning Project LLC held 45 shares of iShares Core 80/20 Aggressive Allocation ETF worth $4K as of Q4 2025.
iShares Core 80/20 Aggressive Allocation ETF was a new Planning Project LLC position in Q4 2025.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #122 holding.
405 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.