Fund HoldingsBruce G. Allen Investments, LLC

Total Portfolio Value
$121.62M
Total Bought
$11.60M
Total Sold
$5.71M
Net Transaction
+$5.89M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF152,107223,021+70,9145,1317,9426.53%+2,811
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF85,796115,105+29,3095,3147,7576.38%+2,443
ISHARES 20 YEAR TREASURY BOND ETF010,270+10,27009720.80%+972
SCHWAB US DIVIDEND EQUITY ETF86,44689,953+3,5076,5817,2535.96%+672
ISHARES MSCI EAFE VALUE ETF303,320302,583-73715,80316,46113.53%+658
VANGUARD VALUE ETF70,23868,365-1,87310,50111,1349.15%+633
VANGUARD MID-CAP VALUE ETF25,72925,769+403,7314,0183.30%+287
SPROTT PHYSICAL GOLD TR UNIT(PHYS)213,507212,576-9313,4013,6783.02%+276
GE AEROSPACE COM NEW(GE)4,4084,322-865637590.62%+196
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN(DJP)74,39278,390+3,9982,2612,4382.00%+177
ISHARES S&P SMALL-CAP 600 VALUE ETF4,8206,543+1,7234976720.55%+176
VANGUARD RUSSELL 1000 VALUE ETF
VNG RUS1000VAL
20,60520,694+891,4951,6271.34%+133
SPDR S&P 500 ETF TRUST(SPY)2,3302,339+91,1071,2241.01%+116
HERSHEY CO COM(HSY)0809+80901570.13%+157
ABBVIE INC COM(ABBV)2,5082,749+2413895010.41%+112
PIMCO RAFI ESG U.S. ETF
RAFI ESG US
43,29942,561-7381,4081,5141.24%+106
ISHARES RUSSELL 1000 VALUE ETF8,4998,426-731,4041,5091.24%+105
PROCTER AND GAMBLE CO COM(PG)5,8395,870+318569520.78%+97
MERCK & CO INC COM(MRK)3,8873,924+374245180.43%+94
BERKSHIRE HATHAWAY INC DEL CL B NEW1,6011,566-355716590.54%+88
EXXON MOBIL CORP COM5,3975,387-105406260.51%+87
VANGUARD SMALL CAP VALUE ETF0464+4640890.07%+89
VANGUARD FTSE EMERGING MARKETS ETF29,45630,900+1,4441,2111,2911.06%+80
BROADCOM INC COM(AVGO)479463-165356140.50%+79
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
OPTIMUM YIELD
41,25045,210+3,9605496270.52%+78
TARGET CORP COM(TGT)0735+73501300.11%+130
CUMMINS INC COM(CMI)1,2811,276-53073760.31%+69
ELI LILLY & CO COM(LLY)366360-62132800.23%+67
CHEVRON CORP NEW COM(CVX)3,1263,364+2384665310.44%+64
VANGUARD S&P MID-CAP 400 VALUE ETF0695+6950630.05%+63
GSK PLC SPONSORED ADR(GSK)7,2797,748+4692703320.27%+62
COLGATE PALMOLIVE CO COM(CL)4,8844,993+1093894500.37%+60
VERIZON COMMUNICATIONS INC COM(VZ)13,83813,773-655225780.48%+56
SPDR GOLD SHARES(GLD)1,1231,309+1862152690.22%+55
VANGUARD S&P SMALL-CAP 600 VALUE ETF0613+6130540.04%+54
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND(WT)13,44713,993+5468599130.75%+54
SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF5,2005,976+7762883410.28%+53
HOME DEPOT INC COM(HD)1,3291,334+54615120.42%+51
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
8,3649,192+8282502990.25%+49
BRISTOL-MYERS SQUIBB CO COM(BMY)03,485+3,48501890.16%+189
MICROSOFT CORP COM(MSFT)1,8851,794-917097550.62%+46
JPMORGAN CHASE & CO COM(JPM)3,9853,608-3776787230.59%+45
TRAVELERS COMPANIES INC COM(TRV)0587+58701350.11%+135
VANGUARD INTERMEDIATE-TERM BOND ETF4,6345,283+6493543980.33%+44
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
5,3585,222-1364494930.41%+44
BANCO SANTANDER S.A. ADR(SAN)46,28347,605+1,3221922300.19%+39
DISNEY WALT CO COM(DIS)01,051+1,05101290.11%+129
WP CAREY INC COM(WPC)0806+8060450.04%+45
NEXTRACKER INC CLASS A COM0664+6640370.03%+37
PEPSICO INC COM(PEP)1,6441,808+1642793160.26%+37
ABBOTT LABS COM1,9472,208+2612142510.21%+37
UNILEVER PLC SPON ADR NEW(UL)03,157+3,15701580.13%+158
BANK AMERICA CORP COM10,28310,089-1943463830.31%+36
MICROCHIP TECHNOLOGY INC. COM(MCHP)01,382+1,38201240.10%+124
CONSTELLATION ENERGY CORP COM(CEG)0441+4410820.07%+82
PROGRESSIVE CORP COM(PGR)0711+71101470.12%+147
COCA COLA CO COM(KO)6,1036,454+3513603950.32%+35
ISHARES 0-3 MONTH TREASURY BOND ETF1,4611,758+2971461770.15%+31
TOYOTA MOTOR CORP ADS(TM)0460+46001160.10%+116
EATON CORP PLC SHS(ETN)0474+47401480.12%+148
RTX CORPORATION COM(RTX)01,441+1,44101410.12%+141
TRUIST FINL CORP COM(TFC)03,549+3,54901380.11%+138
DOLLAR TREE INC COM(DLTR)0784+78401040.09%+104
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)0913+91301240.10%+124
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK(GEHC)01,742+1,74201580.13%+158
GENUINE PARTS CO COM(GPC)0254+2540390.03%+39
HONDA MOTOR LTD ADR ECH CNV IN 3(HMC)5,9375,587-3501842080.17%+24
BANK NEW YORK MELLON CORP COM4,3904,385-52292530.21%+24
MARSH & MCLENNAN COS INC COM(MRSH)0706+70601450.12%+145
BLACKSTONE INC COM(BX)0435+4350570.05%+57
BARRICK GOLD CORP COM03,504+3,5040580.05%+58
MARATHON PETE CORP COM(MPC)0275+2750550.05%+55
SCHWAB CHARLES CORP COM(SCHW)2,4762,676+2001701940.16%+23
RAYMOND JAMES FINL INC COM(RJF)01,270+1,27001630.13%+163
ISHARES RUSSELL MIDCAP ETF3,4303,439+92672890.24%+23
ETRACS CMCI TOTAL RETURN ETN SERIES B(AMUB)16,53816,53804004220.35%+22
LOWES COS INC COM(LOW)0522+52201330.11%+133
LLOYDS BANKING GROUP PLC SPONSORED ADR(LYG)061,412+61,41201590.13%+159
FIDELITY NATL INFORMATION SVCS COM(FIS)01,443+1,44301070.09%+107
CANADIAN NAT RES LTD COM(CNQ)0453+4530350.03%+35
DOLLAR GEN CORP NEW COM(DG)0707+70701100.09%+110
DEERE & CO COM(DE)0151+1510620.05%+62
EMBRAER S.A. SPONSORED ADS(EMBJ)02,543+2,5430680.06%+68
THE CIGNA GROUP COM(CI)0386+38601400.12%+140
AMERICAN EXPRESS CO COM(AXP)0661+66101510.12%+151
OSISKO DEVELOPMENT CORP COM NEW09,333+9,3330200.02%+20
KKR & CO INC COM(KKR)0723+7230730.06%+73
US BANCORP DEL COM NEW(USB)4,0274,325+2981741930.16%+19
CORTEVA INC COM(CTVA)0638+6380370.03%+37
LAM RESEARCH CORP COM(LRCX)059+590570.05%+57
VANGUARD DIVIDEND APPRECIATION ETF1,3651,368+32332500.21%+17
VISA INC COM CL A(V)788796+82052220.18%+17
S&P GLOBAL INC COM(SPGI)0332+33201410.12%+141
PFIZER INC COM(PFE)6,1316,942+8111771930.16%+16
GENERAL MTRS CO COM(GM)01,455+1,4550660.05%+66
CHARLES RIV LABS INTL INC COM(CRL)0315+3150850.07%+85
MICRON TECHNOLOGY INC COM(MU)0591+5910700.06%+70
PARKER-HANNIFIN CORP COM(PH)0250+25001390.11%+139
PRUDENTIAL FINL INC COM(PFH)0352+3520410.03%+41
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
066+660640.05%+64
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