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Home > Institutional Investor > Allen Wealth Management, Llc > Profile

Instuitional Investor - Allen Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Allen Wealth Management, Llc
Portfolio Value	$142,969,790

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - VALUE ETF		155,752	$27,527,688	19.25%
2.	Schwab Strategic Trust	FNDF	955,540	$23,448,942	16.4%
3.	Alps Etf Trust		321,313	$15,699,357	10.98%
4.	Vanguard World Fund		93,550	$11,143,632	7.79%
5.	Exxon Mobil Corp	XOM	53,891	$5,809,448	4.06%