Vested Financial Planning, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2044679
SAN CARLOS, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$273,965
+$13,525 QoQ
Shares Held
3,096
+6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,965 | 3,096 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $260,440 | 2,908 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $254,019 | 2,882 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $209,083 | 2,507 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||