Instuitional Investor - Allgen Financial Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Allgen Financial Advisors, Inc. |
| Portfolio Value | $457,983,215 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 258,950 | $95,822,027 | 20.92% | |
| 2. | BND | 627,291 | $46,049,448 | 10.05% | |
| 3. | VWO | 482,791 | $40,433,769 | 8.83% | |
| 4. | J P Morgan Exchange Traded F - MUNICIPAL ETF | 664,690 | $33,669,879 | 7.35% | |
| 5. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 85,045 | $25,766,012 | 5.63% |
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