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Home > Institutional Investor > Allen Wealth Management, Llc > Profile

Instuitional Investor - Allen Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Allen Wealth Management, Llc
Portfolio Value $139,554,645
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 153,745 $26,029,013 18.65%
2.
Schwab Strategic Trust
 FNDF 945,389 $22,386,821 16.04%
3.
Alps Etf Trust
 324,775 $15,641,157 11.2%
4.
Vanguard World Fund
 89,747 $10,887,190 7.8%
5.
Exxon Mobil Corp
 XOM 55,386 $5,957,870 4.26%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)