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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 $102,107,540
Top 13F Holdings
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.
Exxon Mobil Corp
 XOM 58,328 $5,831,601 5.71%
5.
Dow Inc.
 DOW 68,500 $3,756,564 3.67%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)