Tempus Wealth Planning, LLC

Position in AOA — iShares Core 80/20 Aggressive Allocation ETF

CIK 1806428 IRVINE, CA

Position in AOA

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$1,474,597

+$35,458 QoQ

Shares Held

16,664

+3.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,474,597	16,664	+3.7%	Shares	Sole	2026-04-29
2025-12-31	$1,439,139	16,069	+2.7%	Shares	Sole	2026-01-16
2025-09-30	$1,378,774	15,643	-4.6%	Shares	Sole	2025-11-06
2025-06-30	$1,368,177	16,405	+1.8%	Shares	Sole	2025-07-17
2025-03-31	$1,233,180	16,120	+2.5%	Shares	Sole	2025-05-06
2024-12-31	$1,205,228	15,732	+3.5%	Shares	Sole	2025-01-24
2024-09-30	$1,199,037	15,195	+14.0%	Shares	Sole	2024-10-22
2024-06-30	$997,116	13,334	+20.8%	Shares	Sole	2024-07-25
2024-03-31	$811,145	11,042	+2.6%	Shares	Sole	2024-04-19
2023-12-31	$743,185	10,763	-2.6%	Shares	Sole	2024-01-24
2023-09-30	$701,374	11,047	+7.2%	Shares	Sole	2023-11-01
2023-06-30	$683,434	10,302	+3.6%	Shares	Sole	2023-07-21
2023-03-31	$632,148	9,941	+0.8%	Shares	Sole	2023-05-08
2022-12-31	$589,374	9,864	-5.1%	Shares	Sole	2023-02-10
2022-09-30	$576,070	10,389	+6.3%	Shares	Sole	2022-11-14
2022-06-30	$585,125	9,770	+4.9%	Shares	Sole	2022-08-05
2022-03-31	$642,382	9,318	+12.0%	Shares	Sole	2022-05-06
2021-12-31	$605,789	8,319	+8.7%	Shares	Sole	2022-02-02
2021-09-30	$534,255	7,653	+4.3%	Shares	Sole	2021-11-09
2021-06-30	$518,217	7,335	+11.1%	Shares	Sole	2021-08-12
2021-03-31	$441,871	6,602	+9.5%	Shares	Sole	2021-04-29
2020-12-31	$387,005	6,030	+3.0%	Shares	Sole	2021-02-04
2020-09-30	$339,416	5,852	+1.3%	Shares	Sole	2020-11-12
2020-06-30	$317,096	5,778	+1.5%	Shares	Sole	2020-08-07
2020-03-31	$270,142	5,692	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.