Bruce G. Allen Investments, LLC - Portfolio overview

Bruce G. Allen Investments, LLC has 1191 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. EFV - ISHARES MSCI EAFE VALUE ETF, 15.43%
2. VTV - VANGUARD VALUE ETF, 11.22%
3. SCHD - SCHWAB US DIVIDEND EQUITY ETF, 8.46%

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

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