Fund HoldingsBruce G. Allen Investments, LLC

Total Portfolio Value
$126.30M
Total Bought
$8.17M
Total Sold
$8.40M
Net Transaction
-$229.2K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES MSCI EAFE VALUE ETF0325,887+325,887019,20815.21%+19,208
VANGUARD VALUE ETF072,318+72,318012,4929.89%+12,492
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF0234,840+234,84008,4876.72%+8,487
SCHWAB US DIVIDEND EQUITY ETF281,838294,487+12,6497,7008,2346.52%+534
SPROTT PHYSICAL GOLD TR UNIT(PHYS)0157,711+157,71103,7953.00%+3,795
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN(DJP)102,218100,795-1,4233,2803,5592.82%+279
VANGUARD RUSSELL 1000 VALUE ETF
VNG RUS1000VAL
023,471+23,47101,9371.53%+1,937
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF345,093356,202+11,1098,1728,4106.66%+238
ISHARES 0-3 MONTH TREASURY BOND ETF02,132+2,13202150.17%+215
GE AEROSPACE COM NEW(GE)04,429+4,42908860.70%+886
VANGUARD SMALL CAP VALUE ETF4,4715,486+1,0158861,0220.81%+136
TARGET CORP COM(TGT)01,486+1,48601550.12%+155
ING GROEP N.V. SPONSORED ADR(ING)011,169+11,16902190.17%+219
VERIZON COMMUNICATIONS INC COM(VZ)013,581+13,58106160.49%+616
TOTALENERGIES SE SPONSORED ADS(TTE)03,672+3,67202380.19%+238
BERKSHIRE HATHAWAY INC DEL CL B NEW01,243+1,24306620.52%+662
AMGEN INC COM(AMGN)0749+74902330.18%+233
SHELL PLC SPON ADS(SHEL)07,756+7,75605680.45%+568
AT&T INC COM(T)26,36523,848-2,5176006740.53%+74
CHUBB LIMITED COM
COM
713847+1341972560.20%+59
NUVEEN TAXABLE MUNICPAL INM FD COM054,967+54,96708810.70%+881
CHEVRON CORP NEW COM(CVX)03,113+3,11305210.41%+521
JOHNSON & JOHNSON COM(JNJ)03,173+3,17305260.42%+526
PHILIP MORRIS INTL INC COM(PM)01,756+1,75602790.22%+279
SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR(SMFG)5,4458,711+3,266791350.11%+56
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF030,195+30,19506480.51%+648
ABBVIE INC COM(ABBV)02,742+2,74205750.45%+575
COCA COLA CO COM(KO)06,183+6,18304430.35%+443
ELEVANCE HEALTH INC COM(ELV)0344+34401500.12%+150
ABBOTT LABS COM02,417+2,41703210.25%+321
UNITED PARCEL SERVICE INC CL B(UPS)01,588+1,58801750.14%+175
CVS HEALTH CORP COM(CVS)01,821+1,82101230.10%+123
NATWEST GROUP PLC SPONS ADR(NWG)06,582+6,5820780.06%+78
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND(WT)014,178+14,17809360.74%+936
BAXTER INTL INC COM2,6223,546+924761210.10%+45
KINROSS GOLD CORP COM(KGC)06,295+6,2950790.06%+79
BANK OZK LITTLE ROCK ARK COM(OZK)01,035+1,0350450.04%+45
CENTENE CORP DEL COM(CNC)0927+9270560.04%+56
ISHARES S&P SMALL-CAP 600 VALUE ETF8,0829,424+1,3428789190.73%+41
ASTRAZENECA PLC SPONSORED ADR(AZN)01,437+1,43701060.08%+106
STARBUCKS CORP COM(SBUX)02,264+2,26402220.18%+222
INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF01,639+1,6390400.03%+40
AMPHENOL CORP NEW CL A0945+9450620.05%+62
LKQ CORP COM(LKQ)01,135+1,1350480.04%+48
CENOVUS ENERGY INC COM(CVE)02,703+2,7030380.03%+38
BANK NEW YORK MELLON CORP COM4,2784,366+883293660.29%+37
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF8,5859,292+7071982360.19%+37
NOVARTIS AG SPONSORED ADR(NVS)02,458+2,45802740.22%+274
AIR PRODS & CHEMS INC COM0454+45401340.11%+134
EXXON MOBIL CORP COM05,647+5,64706720.53%+672
IQVIA HLDGS INC COM(IQV)0323+3230570.05%+57
SCHWAB CHARLES CORP COM(SCHW)2,9073,184+2772152490.20%+34
PRUDENTIAL PLC ADR(PUK)02,759+2,7590590.05%+59
PROGRESSIVE CORP COM(PGR)672686+141611940.15%+33
ALIBABA GROUP HLDG LTD SPONSORED ADS(BABA)0238+2380310.02%+31
GALLAGHER ARTHUR J & CO COM(AJG)0245+2450850.07%+85
NVIDIA CORPORATION COM(NVDA)0492+4920530.04%+53
MASTERCARD INCORPORATED CL A(MA)0254+25401390.11%+139
KB FINL GROUP INC SPONSORED ADR(KB)0926+9260500.04%+50
TECK RESOURCES LTD CL B(TECK)01,636+1,6360600.05%+60
KT CORP SPONSORED ADR(KT)9752,371+1,39615420.03%+27
META PLATFORMS INC CL A(META)0163+1630940.07%+94
GENUINE PARTS CO COM(GPC)618826+20872980.08%+26
GILEAD SCIENCES INC COM(GILD)1,6461,588-581521780.14%+26
CRH PLC ORD
ORD
0774+7740680.05%+68
HERSHEY CO COM(HSY)01,010+1,01001730.14%+173
MICRON TECHNOLOGY INC COM(MU)0871+8710760.06%+76
EVEREST GROUP LTD COM(EG)0154+1540560.04%+56
INTERCONTINENTAL EXCHANGE INC COM(ICE)01,214+1,21402090.17%+209
RTX CORPORATION COM(RTX)01,342+1,34201780.14%+178
CDW CORP COM(CDW)0142+1420230.02%+23
WELLTOWER INC COM(WELL)0736+73601130.09%+113
AGNICO EAGLE MINES LTD COM(AEM)0664+6640720.06%+72
YUM BRANDS INC COM(YUM)0551+5510870.07%+87
T-MOBILE US INC COM(TMUS)165209+4436560.04%+19
STMICROELECTRONICS N V NY REGISTRY(STM)0877+8770190.02%+19
EQUINOR ASA SPONSORED ADR(EQNR)02,188+2,1880580.05%+58
LINDE PLC SHS(LIN)0506+50602360.19%+236
MONDELEZ INTL INC CL A(MDLZ)02,370+2,37001610.13%+161
UNION PAC CORP COM(UNP)1,4691,496+273353530.28%+18
TOYOTA MOTOR CORP ADS(TM)455604+149891070.08%+18
HEWLETT PACKARD ENTERPRISE CO COM(HPE)01,700+1,7000260.02%+26
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
04,430+4,43004140.33%+414
MARSH & MCLENNAN COS INC COM(MRSH)0692+69201690.13%+169
SPDR GOLD SHARES(GLD)01,005+1,00502900.23%+290
GSK PLC SPONSORED ADR(GSK)05,749+5,74902230.18%+223
MICROCHIP TECHNOLOGY INC. COM(MCHP)01,170+1,1700570.04%+57
COLGATE PALMOLIVE CO COM(CL)05,596+5,59605240.42%+524
3M CO COM(MMM)0343+3430500.04%+50
TRANSDIGM GROUP INC COM(TDG)019+190260.02%+26
SK TELECOM CO LTD SPONSORED ADR(SKM)0666+6660140.01%+14
EMBRAER S.A. SPONSORED ADS(EMBJ)01,633+1,6330750.06%+75
QUEST DIAGNOSTICS INC COM(DGX)0183+1830310.02%+31
ETRACS CMCI TOTAL RETURN ETN SERIES B(AMUB)016,538+16,53804390.35%+439
NOMAD FOODS LTD USD ORD SHS(NOMD)01,044+1,0440210.02%+21
BARRICK GOLD CORP COM03,659+3,6590710.06%+71
VANGUARD INTERMEDIATE-TERM BOND ETF05,487+5,48704200.33%+420
CMS ENERGY CORP COM(CMS)01,499+1,49901130.09%+113
SCHLUMBERGER LTD COM STK(SLB)0633+6330260.02%+26
ELI LILLY & CO COM(LLY)0211+21101740.14%+174
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