Instuitional Investor - Allgen Financial Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Allgen Financial Advisors, Inc. |
| Portfolio Value | $337,803,156 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 723,915 | $53,171,558 | 15.74% | |
| 2. | Vanguard Index Fds | 168,071 | $46,192,503 | 13.67% | |
| 3. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 832,782 | $39,174,081 | 11.6% | |
| 4. | IAU | 367,756 | $21,682,894 | 6.42% | |
| 5. | Vanguard Scottsdale Funds | 335,404 | $19,684,834 | 5.83% |
