Fund HoldingsBruce G. Allen Investments, LLC

Total Portfolio Value
$147.85M
Total Bought
$9.49M
Total Sold
$6.25M
Net Transaction
+$3.24M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SCHWAB US DIVIDEND EQUITY ETF298,959409,630+110,6718,16211,2367.60%+3,075
VANGUARD VALUE ETF76,84485,291+8,44714,33116,29011.02%+1,959
ISHARES MSCI EAFE VALUE ETF326,171324,859-1,31222,12423,19815.69%+1,074
ALPHABET INC CAP STK CL A(GOOG)7242,352+1,6281767360.50%+560
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF230,924230,138-7869,92010,4057.04%+484
VANGUARD MID-CAP VALUE ETF26,93928,261+1,3224,7035,0133.39%+310
TOTALENERGIES SE ACT(TTE)04,091+4,09102680.18%+268
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN(DJP)102,417103,349+9323,6303,8872.63%+257
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF353,959351,162-2,7979,3099,5556.46%+246
UNILEVER PLC SPON ADR NEW(UL)02,988+2,98801950.13%+195
VANGUARD SMALL CAP VALUE ETF5,3745,900+5261,1221,2500.85%+128
META PLATFORMS INC CL A(META)0778+77805140.35%+514
ALPHABET INC CAP STK CL C(GOOG)243559+316591750.12%+116
MERCK & CO INC COM(MRK)3,8674,158+2913254380.30%+113
CUMMINS INC COM(CMI)1,1781,166-124985950.40%+98
MICRON TECHNOLOGY INC COM(MU)917875-421532500.17%+96
EXXON MOBIL CORP COM05,732+5,73206900.47%+690
UNITED PARCEL SVCS INC CL B(UPS)01,744+1,74401730.12%+173
WALMART INC COM(WMT)2,5763,038+4622653380.23%+73
ISHARES RUSSELL 1000 VALUE ETF7,2797,371+921,4821,5501.05%+69
JOHNSON & JOHNSON COM(JNJ)3,2023,167-355946550.44%+62
VANGUARD RUSSELL 1000 VALUE ETF
VNG RUS1000VAL
20,07520,07501,7941,8531.25%+59
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF19,20720,714+1,5075986530.44%+54
PIMCO RAFI ESG U.S. ETF
RAFI ESG US
37,94438,065+1211,5441,5981.08%+54
RIO TINTO PLC SPONSORED ADR(RIO)1,3161,690+374871350.09%+48
CISCO SYS INC COM(CSCO)03,929+3,92903030.20%+303
INTUIT COM(INTU)080+800530.04%+53
VICTORYSHARES SMALL CAP FREE CASH FLOW ETF
VICT SMA CAP ETF
01,859+1,8590550.04%+55
PINNACLE FINL PARTNERS INC COM(PNFP)0464+4640440.03%+44
ISHARES 0-3 MONTH TREASURY BOND ETF0886+8860890.06%+89
EAGLE MATLS INC COM(EXP)0194+1940400.03%+40
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
0665+66501780.12%+178
AMGEN INC COM(AMGN)0752+75202460.17%+246
STATE STR SPDR S&P 500 ETF TR TR UNIT(SPY)2,3762,37601,5831,6201.10%+37
GSK PLC SPONSORED ADR(GSK)5,7015,755+542462820.19%+36
COCA COLA CO COM(KO)06,106+6,10604270.29%+427
ADOBE INC COM(ADBE)0106+1060370.03%+37
VALE S A SPONSORED ADS02,514+2,5140330.02%+33
DANAHER CORPORATION COM(DHR)0556+55601270.09%+127
PEPSICO INC COM(PEP)1,6211,809+1882282600.18%+32
BANK NEW YORK MELLON CORP COM4,5834,574-94995310.36%+32
INTERNATIONAL BUSINESS MACHS COM(IBM)0527+52701560.11%+156
KENVUE INC COM(KVUE)06,579+6,57901130.08%+113
ISHARES S&P SMALL-CAP 600 VALUE ETF8,9178,946+299861,0170.69%+31
DOLLAR GEN CORP NEW COM(DG)0955+95501270.09%+127
QNITY ELECTRONICS INC COMMON STOCK(Q)0368+3680300.02%+30
HDFC BANK LTD SPONSORED ADS(HDB)1,3502,083+73346760.05%+30
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR(PHYS)146,548132,304-14,2444,3414,3692.95%+28
ABBVIE INC COM(ABBV)2,2802,429+1495285550.38%+27
CITIGROUP INC COM NEW(C)1,3451,398+531371630.11%+27
NUTRIEN LTD COM(NTR)2,3552,651+2961381640.11%+25
PROGRESSIVE CORP COM(PGR)0658+65801500.10%+150
THERMO FISHER SCIENTIFIC INC COM(TMO)236239+31141380.09%+24
SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR(SMFG)8,9438,965+221501730.12%+24
SPDR GOLD SHARES(GLD)918881-373263490.24%+23
US BANCORP DEL COM NEW(USB)03,304+3,30401760.12%+176
REGIONS FINANCIAL CORP NEW COM(RF)04,245+4,24501150.08%+115
NATWEST GROUP PLC SPONS ADR(NWG)06,467+6,46701130.08%+113
APPLIED MATLS INC COM0464+46401190.08%+119
SANOFI SA SPONSORED ADR(SNY)05,701+5,70102760.19%+276
CARRIER GLOBAL CORPORATION COM(CARR)0866+8660460.03%+46
CONSTELLATION BRANDS INC CL A(STZ)0306+3060420.03%+42
ING GROEP N.V. SPONSORED ADR(ING)11,02310,922-1012873060.21%+18
ALBEMARLE CORP COM(ALB)0332+3320470.03%+47
ISHARES U.S. PHARMACEUTICALS ETF01,419+1,41901200.08%+120
COTERRA ENERGY INC COM03,219+3,2190850.06%+85
ROYAL BK CDA COM(RY)0760+76001300.09%+130
ELI LILLY & CO COM(LLY)0149+14901600.11%+160
UNION PAC CORP COM(UNP)1,5261,631+1053613770.26%+17
LLOYDS BANKING GROUP PLC SPONSORED ADR(LYG)022,181+22,18101180.08%+118
NEXTERA ENERGY INC COM(NEE)3,6863,670-162782950.20%+16
WESTERN DIGITAL CORP COM(WDC)273285+1233490.03%+16
WELLS FARGO & CO COM(WFC)4,9984,666-3324194350.29%+16
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF029,609+29,60905780.39%+578
DOVER CORP COM(DOV)0539+53901050.07%+105
KINROSS GOLD CORP COM(KGC)5,3675,267-1001331480.10%+15
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND(WT)13,62013,552-681,0831,0980.74%+15
GENERAL MLS INC COM(GIS)0578+5780270.02%+27
ETRACS CMCI TOTAL RETURN ETN SERIES B(AMUB)016,538+16,53804640.31%+464
S&P GLOBAL INC COM(SPGI)0257+25701340.09%+134
TRAVELERS COMPANIES INC COM(TRV)0617+61701790.12%+179
SHELL PLC SPON ADS(SHEL)07,914+7,91405820.39%+582
HSBC HLDGS PLC SPON ADR NEW(HSBC)1,8661,86601321470.10%+14
GENERAL MTRS CO COM(GM)0718+7180580.04%+58
TOYOTA MOTOR CORP ADS(TM)0520+52001110.08%+111
HEALTHPEAK PROPERTIES INC COM(DOC)06,149+6,1490990.07%+99
UBS GROUP AG SHS(UBS)2,6512,641-101091220.08%+14
AGNC INVT CORP COM(AGNC)07,202+7,2020770.05%+77
CARDINAL HEALTH INC COM(CAH)0383+3830790.05%+79
PPG INDS INC COM(PPG)9941,146+1521041170.08%+13
CME GROUP INC COM(CME)0342+3420930.06%+93
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK(GEHC)01,846+1,84601510.10%+151
GOLDMAN SACHS GROUP INC COM(GS)240231-91912030.14%+12
CONOCOPHILLIPS COM(COP)01,521+1,52101420.10%+142
FORD MTR CO COM(F)02,874+2,8740380.03%+38
ANALOG DEVICES INC COM(ADI)0622+62201690.11%+169
SLB LIMITED COM STK(SLB)0841+8410320.02%+32
PROLOGIS INC. COM(PLD)869867-21001110.07%+11
ZOETIS INC CL A(ZTS)0634+6340800.05%+80
MORGAN STANLEY COM NEW(MS)1,5341,433-1012442540.17%+11
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