Fund HoldingsBruce G. Allen Investments, LLC

Total Portfolio Value
$152.85M
Total Bought
$6.59M
Total Sold
$7.87M
Net Transaction
-$1.28M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SCHWAB US DIVIDEND EQUITY ETF409,630423,476+13,84611,23612,9928.50%+1,756
VANGUARD VALUE ETF85,29187,811+2,52016,29017,22911.27%+939
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN(DJP)103,34998,123-5,2263,8874,7243.09%+837
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF230,138223,450-6,68810,40510,9337.15%+529
ISHARES MSCI EAFE VALUE ETF324,859318,695-6,16423,19823,69515.50%+497
EXXON MOBIL CORP COM5,7325,423-3096909200.60%+230
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF351,162350,606-5569,5559,7646.39%+209
GE VERNOVA INC COM(GEV)0864+86407540.49%+754
SHELL PLC SPON ADS(SHEL)7,9147,983+695827420.49%+161
VERIZON COMMUNICATIONS INC COM(VZ)014,676+14,67607370.48%+737
ISHARES 0-3 MONTH TREASURY BOND ETF8862,348+1,462892360.15%+147
AT&T INC COM(T)023,854+23,85406920.45%+692
ASTRAZENECA PLC ORD(AZN)0620+62001220.08%+122
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
07,965+7,96504880.32%+488
CHEVRON CORPORATION COM(CVX)02,589+2,58905360.35%+536
JOHNSON & JOHNSON COM(JNJ)3,1673,115-526557610.50%+106
VANGUARD MID-CAP VALUE ETF28,26127,654-6075,0135,0963.33%+83
VANGUARD SMALL CAP VALUE ETF5,9006,135+2351,2501,3330.87%+83
ETRACS CMCI TOTAL RETURN ETN SERIES B(AMUB)16,53816,53804645450.36%+81
COCA COLA CO COM(KO)6,1066,674+5684275080.33%+81
ADOBE INC COM(ADBE)106454+348371100.07%+73
VANGUARD S&P MID-CAP 400 VALUE ETF01,363+1,36301390.09%+139
TOTALENERGIES SE ACT(TTE)4,0913,608-4832683280.21%+61
PAYPAL HLDGS INC COM(PYPL)03,221+3,22101460.10%+146
COLGATE PALMOLIVE CO COM(CL)05,758+5,75804910.32%+491
TARGET CORP COM(TGT)01,317+1,31701600.10%+160
VANGUARD S&P SMALL-CAP 600 VALUE ETF02,692+2,69202740.18%+274
COTERRA ENERGY INC COM3,2193,765+546851320.09%+48
NEXTERA ENERGY INC COM(NEE)3,6703,678+82953420.22%+47
US BANCORP COM NEW(USB)3,3044,266+9621762220.15%+46
ZIMMER BIOMET HOLDINGS INC COM(ZBH)01,610+1,61001460.10%+146
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
0982+9820450.03%+45
ISHARES S&P SMALL-CAP 600 VALUE ETF8,9468,957+111,0171,0610.69%+44
EQUINOR ASA SPONSORED ADR(EQNR)02,382+2,38201010.07%+101
TEXAS INSTRS INC COM(TXN)0811+81101570.10%+157
AIR PRODUCTS AND CHEMICALS INC COM0525+52501530.10%+153
CONOCOPHILLIPS COM(COP)1,5211,371-1501421810.12%+39
MOODYS CORP COM(MCO)093+930410.03%+41
CATERPILLAR INC COM(CAT)0184+18401300.09%+130
APPLIED MATLS INC COM464452-121191540.10%+35
CORNING INC COM(GLW)0742+74201010.07%+101
NOVO-NORDISK A S ADR(NVO)0894+8940330.02%+33
NOVARTIS AG SPONSORED ADR(NVS)01,970+1,97003010.20%+301
MICRON TECHNOLOGY INC COM(MU)875829-462502800.18%+30
F5 INC COM(FFIV)0127+1270370.02%+37
MERCK & CO INC COM(MRK)4,1583,886-2724384670.31%+30
COSTCO WHOLESALE CORPORATION COM(COST)0124+12401240.08%+124
VANGUARD RUSSELL 1000 VALUE ETF
VNG RUS1000VAL
20,07520,07501,8531,8821.23%+29
EATON CORP PLC SHS(ETN)0669+66902390.16%+239
RELX PLC SPONSORED ADR(RELX)01,276+1,2760420.03%+42
DIAGEO PLC SPON ADR NEW(DEO)02,520+2,52001880.12%+188
ICON PLC SHS(ICLR)01,039+1,03901150.08%+115
TJX COS INC NEW COM(TJX)01,396+1,39602230.15%+223
PETROLEO BRASILEIRO S A SPONSORED ADR(PBR)01,315+1,3150270.02%+27
ISHARES S&P GSCI COMMODITY INDEXED TRUST(GSG)0809+8090260.02%+26
CF INDUSTRIES HOLD COM(CF)0510+5100660.04%+66
BRISTOL-MYERS SQUIBB CO COM(BMY)01,738+1,73801050.07%+105
GSK PLC SPONSORED ADR(GSK)5,7555,551-2042823060.20%+24
BP PLC SPONSORED ADR(BP)02,861+2,86101340.09%+134
JONES LANG LASALLE INC COM(JLL)0250+2500760.05%+76
NATIONAL FUEL GAS CO COM(NFG)0370+3700350.02%+35
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF20,71420,833+1196536760.44%+23
KENVUE INC COM(KVUE)6,5797,904+1,3251131360.09%+23
HERSHEY CO COM(HSY)01,267+1,26702630.17%+263
HEALTHPEAK PROPERTIES INC COM(DOC)6,1497,346+1,197991210.08%+22
NUTRIEN LTD COM(NTR)2,6512,457-1941641850.12%+22
ROPER TECHNOLOGIES INC COM(ROP)089+890310.02%+31
EOG RES INC COM(EOG)0775+77501120.07%+112
SOLVENTUM CORP COM SHS(SOLV)0417+4170270.02%+27
JACOBS SOLUTIONS INC COM(J)0449+4490570.04%+57
MEDTRONIC PLC SHS(MDT)02,420+2,42002100.14%+210
NEXTPOWER INC CLASS A COM0609+6090730.05%+73
RIO TINTO PLC SPONSORED ADR(RIO)1,6901,662-281351550.10%+20
INGREDION INC COM(INGR)01,137+1,13701280.08%+128
HONEYWELL INTL INC COM(HON)0650+65001470.10%+147
PROCTER & GAMBLE CO COM(PG)05,651+5,65108160.53%+816
PNC FINL SVCS GROUP INC COM(PNC)0879+87901830.12%+183
CENOVUS ENERGY INC COM(CVE)01,914+1,9140510.03%+51
CME GROUP INC COM(CME)342378+36931120.07%+18
BAXTER INTL INC COM06,149+6,14901030.07%+103
OSHKOSH CORP COM(OSK)0122+1220180.01%+18
STRYKER CORPORATION COM(SYK)0345+34501130.07%+113
MARATHON PETE CORP COM(MPC)0167+1670410.03%+41
NNN REIT INC COM(NNN)01,623+1,6230680.04%+68
COMCAST CORP NEW CL A(CCZ)04,846+4,84601390.09%+139
PFIZER INC COM(PFE)02,217+2,2170620.04%+62
GLOBE LIFE INC COM0779+77901080.07%+108
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
OPTIMUM YIELD
02,276+2,2760390.03%+39
T-MOBILE US INC COM(TMUS)0203+2030430.03%+43
AMERICAN ELEC PWR CO INC COM0291+2910380.02%+38
EASTMAN CHEM CO COM(EMN)0572+5720440.03%+44
CANADIAN NAT RES LTD MED TERM COM(CNQ)01,091+1,0910530.03%+53
KINROSS GOLD CORP COM(KGC)5,2675,383+1161481640.11%+16
WARNER BROS DISCOVERY INC COM SER A(WBD)0942+9420260.02%+26
INTEL CORP COM(INTC)02,046+2,0460900.06%+90
SANOFI SA SPONSORED ADR(SNY)5,7016,051+3502762920.19%+15
WALMART INC COM(WMT)3,0382,845-1933383540.23%+15
STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF
ST DOW GLOBA ETF
0324+3240150.01%+15
BHP BILLITON LIMITED SPONSORED ADS01,175+1,1750850.06%+85
CORTEVA INC COM(CTVA)0474+4740400.03%+40
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