AllGen Financial Advisors, Inc. - Portfolio overview

AllGen Financial Advisors, Inc. has 43 reported holdings in this dataset, with the latest filing dated 2026-01-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 20.98%
2. BND - VANGUARD BD INDEX FDS, 18.69%
3. VEU - VANGUARD INTL EQUITY INDEX F, 8.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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