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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	$147,508,126

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - VALUE ETF		158,085	$29,481,432	19.99%
2.	Schwab Strategic Trust	FNDF	970,575	$25,526,126	17.3%
3.	Alps Etf Trust		329,521	$15,464,421	10.48%
4.	Vanguard World Fund		95,874	$12,066,711	8.18%
5.	Chevron Corp	CVX	26,635	$4,136,250	2.8%