Thurston Springer Miller Herd & Titak’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q3	–	Sell	-1,321	Closed	-$110K	–	576
2025 Q2	$110K	Buy	1,321 +590	+81%	+$46.1K	0.01%	480
2025 Q1	$55.9K	Hold	731	–	–	0.01%	597
2024 Q4	$56K	Hold	731	–	–	0.01%	513
2024 Q3	$57.7K	Hold	731	–	–	0.02%	530
2024 Q2	$54.7K	Hold	731	–	–	0.02%	540
2024 Q1	$53.7K	Buy	+731	New	+$51.6K	0.02%	67

Other funds holding AOA

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return