Instuitional Investor - Allgen Financial Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Allgen Financial Advisors, Inc. |
| Portfolio Value | $297,765,047 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 693,345 | $49,858,455 | 16.74% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 817,944 | $37,682,689 | 12.65% | |
| 3. | Vanguard Index Fds | 103,270 | $29,928,636 | 10.05% | |
| 4. | IAU | 395,101 | $19,561,451 | 6.56% | |
| 5. | Vanguard Scottsdale Funds | 329,950 | $19,196,477 | 6.44% |
