Frisco Financial Planning LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2133972
FRISCO, TX
Position in AOA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$59,288
-$717 QoQ
Shares Held
670
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,288 | 670 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $60,005 | 670 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $58,260 | 661 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $54,793 | 657 | Shares | Sole | 2026-05-12 | |
| 2025-03-31 | $50,031 | 654 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $50,102 | 654 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||