Instuitional Investor - Allen Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Allen Wealth Management, Llc
Portfolio Value $102,107,540
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
132,086 $19,746,788 19.33%
2.
Alps Etf Trust
302,571 $12,865,321 12.59%
3.
Vanguard World Fund
81,818 $9,595,631 9.39%
4. XOM 58,328 $5,831,601 5.71%
5. DOW 68,500 $3,756,564 3.67%