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Home > Institutional Investor > Allegiance Financial Group Advisory Services Llc > 13F Holdings

Instuitional Investor - Allegiance Financial Group Advisory Services Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 122,382 $33,635,337 10.23%
2.
American Centy Etf Tr
 482,417 $31,458,388 9.57%
3.
American Centy Etf Tr
 283,055 $19,740,257 6%
4.
Dimensional Etf Trust
 447,616 $17,206,357 5.23%
5.
American Centy Etf Tr
 410,044 $16,971,713 5.16%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)