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

Instuitional Investor - Allen Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Allen Wealth Management, Llc
Portfolio Value $145,237,160
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 155,193 $26,808,117 18.46%
2.
Schwab Strategic Trust
 FNDF 963,381 $22,745,439 15.66%
3.
Alps Etf Trust
 316,648 $16,446,722 11.32%
4.
Vanguard World Fund
 92,985 $12,061,109 8.3%
5.
Exxon Mobil Corp
 XOM 54,854 $6,523,882 4.49%
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)