Instuitional Investor - Allen Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Allen Wealth Management, Llc |
| Portfolio Value | $199,802,014 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 159,176 | $31,230,461 | 15.63% | |
| 2. | SCHD | 962,107 | $26,794,680 | 13.41% | |
| 3. | Vanguard World Fund | 868,848 | $18,793,320 | 9.41% | |
| 4. | Dimensional Etf Trust | 291,996 | $15,411,598 | 7.71% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 52,316 | $15,024,314 | 7.52% |
Hedge Fund Resource Center 
