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Home > Institutional Investor > Bruce G. Allen Investments, Llc > Profile

Instuitional Investor - Bruce G. Allen Investments, Llc

Fund Profile
Filing Period:
Fund Name: Bruce G. Allen Investments, Llc
Portfolio Value $123,227,546
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Msci Eafe Value Etf - ETF
 322,905 $16,942,811 13.74%
2.
Vanguard Value Etf - ETF
 68,413 $11,582,311 9.39%
3.
Schwab Strategic Trust
 FNDF 345,093 $8,171,802 6.63%
4.
Schwab Strategic Trust
 FNDF 281,838 $7,699,824 6.24%
5.
Schwab Strategic Trust
 FNDF 231,676 $7,693,960 6.24%
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)