Instuitional Investor - Allen Wealth Management, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
166,292 $36,240,230 17.65%
2. SCHD 1,005,844 $31,281,750 15.23%
3.
Vanguard Index Fds - MID CAP ETF
221,178 $17,820,330 8.68%
4. DFAC 324,395 $17,523,855 8.53%
5. XLE 102,979 $16,338,765 7.96%