Instuitional Investor - Allen Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Allen Wealth Management, Llc |
| Portfolio Value | $166,187,872 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - VALUE ETF | 152,940 | $29,210,081 | 17.58% | |
| 2. | FNDF | 918,905 | $25,003,416 | 15.05% | |
| 3. | Dimensional Etf Trust | 259,722 | $12,960,168 | 7.8% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 44,640 | $12,955,525 | 7.8% | |
| 5. | Vanguard World Fund | 100,132 | $12,608,700 | 7.59% |
Hedge Fund Resource Center 
