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Home > Institutional Investor > Bruce G. Allen Investments, Llc > Profile

Instuitional Investor - Bruce G. Allen Investments, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Bruce G. Allen Investments, Llc
Portfolio Value	$152,851,098

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Msci Eafe Value Etf - ETF		318,695	$23,694,937	15.5%
2.	Vanguard Value Etf - ETF		87,811	$17,228,607	11.27%
3.	Schwab Strategic Trust	SCHD	423,476	$12,992,236	8.5%
4.	Schwab Strategic Trust	SCHD	223,450	$10,933,430	7.15%
5.	Schwab Strategic Trust	SCHD	350,606	$9,764,365	6.39%