$415 Million is the total value of Allen Capital Group, LLC's 209 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 19.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $32,966,000 | -2.7% | 649,060 | -2.7% | 7.95% | -6.5% |
| USMV | Buy | ISHARES TRmsci usa min vol | $26,283,000 | +7.3% | 387,202 | +4.1% | 6.34% | +3.1% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $25,005,000 | +3.5% | 568,804 | -3.1% | 6.03% | -0.5% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $20,221,000 | +10.2% | 369,462 | +11.1% | 4.88% | +5.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $20,022,000 | +9.4% | 86,352 | +0.2% | 4.83% | +5.2% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $13,928,000 | +4.3% | 153,144 | -3.1% | 3.36% | +0.2% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $13,327,000 | +17.5% | 154,288 | +17.6% | 3.21% | +12.9% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $13,297,000 | +110.2% | 372,886 | +90.5% | 3.21% | +102.0% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $12,824,000 | +6.5% | 160,539 | +0.2% | 3.09% | +2.4% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $12,572,000 | -2.5% | 409,377 | -2.6% | 3.03% | -6.3% |
| SGOL | Sell | ABERDEEN STD GOLD ETF TR | $11,300,000 | -15.4% | 618,172 | -15.7% | 2.72% | -18.7% |
| SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $10,572,000 | +27.4% | 231,598 | +24.4% | 2.55% | +22.4% |
| T | Sell | AT&T INC | $9,535,000 | -0.5% | 331,523 | -4.0% | 2.30% | -4.3% |
| AAPL | Buy | APPLE INC | $8,945,000 | +31.4% | 67,415 | +20.0% | 2.16% | +26.4% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $7,940,000 | +10.6% | 188,335 | +0.0% | 1.91% | +6.3% |
| SPY | Buy | SPDR S&P 500 ETF TRcall | $7,779,000 | +23.7% | 133,500 | +3.2% | 1.88% | +18.9% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $7,778,000 | +20.6% | 217,267 | -0.5% | 1.88% | +15.9% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $7,248,000 | -12.3% | 141,030 | -12.2% | 1.75% | -15.8% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $6,012,000 | +9.3% | 96,850 | +8.5% | 1.45% | +5.0% |
| SPMB | Sell | SPDR SER TRportfli mortgage | $5,564,000 | -1.2% | 210,597 | -0.7% | 1.34% | -5.1% |
| BX | Sell | BLACKSTONE GROUP INC | $5,297,000 | +15.2% | 81,738 | -1.6% | 1.28% | +10.7% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $5,041,000 | -4.2% | 149,359 | -14.6% | 1.22% | -8.0% |
| LW | LAMB WESTON HLDGS INC | $4,297,000 | +9.4% | 54,570 | 0.0% | 1.04% | +5.2% | |
| RYF | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $3,501,000 | +18.6% | 72,916 | -0.9% | 0.84% | +13.9% |
| DWX | Buy | SPDR INDEX SHS FDSs&p intl etf | $3,383,000 | +7.1% | 92,543 | +0.3% | 0.82% | +2.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $3,075,000 | +13.6% | 19,540 | +7.1% | 0.74% | +9.1% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $3,043,000 | +10.5% | 33,249 | +1.4% | 0.73% | +6.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,024,000 | +31.2% | 23,795 | +4.0% | 0.73% | +26.1% |
| JEPI | New | J P MORGAN EXCHANGE-TRADED Fequity premium | $2,849,000 | – | 51,095 | +100.0% | 0.69% | – |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,622,000 | +6.3% | 6,984 | -0.5% | 0.63% | +2.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,599,000 | +15.4% | 1,483 | +3.2% | 0.63% | +11.0% |
| HD | Sell | HOME DEPOT INC | $2,602,000 | -9.8% | 9,795 | -1.4% | 0.63% | -13.3% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $2,595,000 | +16.3% | 47,834 | +17.6% | 0.63% | +11.8% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $2,504,000 | +13.5% | 28,682 | +10.5% | 0.60% | +9.2% |
| MMM | Buy | 3M CO | $2,424,000 | +10.2% | 13,866 | +5.0% | 0.58% | +5.8% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $2,417,000 | +8.9% | 9,531 | -4.1% | 0.58% | +4.7% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $2,413,000 | +13.1% | 41,211 | +12.6% | 0.58% | +8.8% |
| EMLP | Sell | FIRST TR EXCHANGE-TRADED FDno amer energy | $2,404,000 | -62.2% | 114,622 | -63.5% | 0.58% | -63.6% |
| WMT | Buy | WALMART INC | $2,377,000 | -1.0% | 16,493 | +0.4% | 0.57% | -4.8% |
| CSCO | Sell | CISCO SYS INC | $2,368,000 | +8.2% | 52,912 | -3.8% | 0.57% | +4.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $2,344,000 | +26.4% | 27,601 | +22.0% | 0.56% | +21.5% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $2,322,000 | -1.4% | 9,978 | +30.8% | 0.56% | -5.2% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $2,296,000 | +59.2% | 38,572 | +44.8% | 0.55% | +53.0% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $2,267,000 | +7.5% | 35,350 | -2.1% | 0.55% | +3.4% |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $2,261,000 | +65.6% | 44,700 | +65.6% | 0.54% | +59.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $2,239,000 | +3.1% | 6,307 | +13.0% | 0.54% | -0.9% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $2,062,000 | +32.3% | 48,584 | +13.8% | 0.50% | +27.1% |
| PEP | Buy | PEPSICO INC | $1,991,000 | +9.6% | 13,428 | +6.1% | 0.48% | +5.3% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $1,953,000 | +8.8% | 18,171 | +1.8% | 0.47% | +4.7% |
| MSFT | Buy | MICROSOFT CORP | $1,835,000 | +1.3% | 8,250 | +1.5% | 0.44% | -2.9% |
| FB | Sell | FACEBOOK INCcl a | $1,740,000 | -15.5% | 6,370 | -14.6% | 0.42% | -18.8% |
| IAGG | Buy | ISHARES TRcore intl aggr | $1,740,000 | +8.3% | 30,952 | +7.5% | 0.42% | +4.0% |
| DIS | Sell | DISNEY WALT CO | $1,611,000 | +39.2% | 8,891 | -0.9% | 0.39% | +33.8% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $1,550,000 | -4.3% | 15,191 | -4.4% | 0.37% | -7.9% |
| XYL | Buy | XYLEM INC | $1,533,000 | +14.6% | 15,060 | +1.2% | 0.37% | +10.1% |
| CVX | Buy | CHEVRON CORP NEW | $1,455,000 | +60.8% | 17,227 | +39.8% | 0.35% | +54.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,408,000 | +4.6% | 23,969 | +5.7% | 0.34% | +0.3% |
| MU | Buy | MICRON TECHNOLOGY INC | $1,404,000 | +45.0% | 18,669 | +0.0% | 0.34% | +39.1% |
| BDX | New | BECTON DICKINSON & CO | $1,388,000 | – | 5,548 | +100.0% | 0.34% | – |
| GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $1,375,000 | +15.5% | 30,711 | -0.4% | 0.33% | +11.1% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $1,355,000 | +7.0% | 25,114 | +2.2% | 0.33% | +2.8% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,293,000 | +6.2% | 27,380 | -5.5% | 0.31% | +2.3% |
| MBB | Buy | ISHARES TRmbs etf | $1,170,000 | +14.8% | 10,620 | +14.8% | 0.28% | +10.2% |
| TDIV | Sell | FIRST TR EXCHANGE-TRADED FDnasd tech div | $1,165,000 | +1.7% | 23,548 | -5.8% | 0.28% | -2.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,131,000 | -3.7% | 8,131 | -0.2% | 0.27% | -7.5% |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $1,131,000 | -90.2% | 41,977 | -90.5% | 0.27% | -90.6% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $1,125,000 | +10.6% | 15,331 | +4.5% | 0.27% | +6.3% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $1,126,000 | +14.5% | 8,456 | +2.4% | 0.27% | +9.7% |
| O | Sell | REALTY INCOME CORP | $1,121,000 | +0.8% | 18,025 | -0.1% | 0.27% | -3.2% |
| AMZN | Sell | AMAZON COM INC | $1,091,000 | -8.7% | 335 | -3.5% | 0.26% | -12.3% |
| SPEU | Buy | SPDR INDEX SHS FDSportflo eurp etf | $1,011,000 | +12.1% | 26,822 | +0.0% | 0.24% | +8.0% |
| XOM | Sell | EXXON MOBIL CORP | $1,010,000 | -2.7% | 24,492 | -19.2% | 0.24% | -6.5% |
| KO | Buy | COCA COLA CO | $984,000 | +20.3% | 17,950 | +10.2% | 0.24% | +15.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $929,000 | +4.0% | 4,044 | -10.0% | 0.22% | 0.0% |
| MRK | Sell | MERCK & CO. INC | $909,000 | +0.3% | 11,109 | -1.1% | 0.22% | -3.5% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $888,000 | +5.8% | 8,147 | -13.0% | 0.21% | +1.9% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $849,000 | +10.3% | 23,576 | -1.4% | 0.20% | +6.2% |
| IJR | ISHARES TRcore s&p scp etf | $852,000 | +21.4% | 9,272 | 0.0% | 0.20% | +16.5% | |
| KHC | Buy | KRAFT HEINZ CO | $821,000 | +11.5% | 23,697 | +4.3% | 0.20% | +7.0% |
| AJG | GALLAGHER ARTHUR J & CO | $810,000 | +13.8% | 6,549 | 0.0% | 0.20% | +8.9% | |
| PFE | Buy | PFIZER INC | $808,000 | +9.3% | 21,959 | +9.7% | 0.20% | +5.4% |
| CHL | Sell | CHINA MOBILE LIMITEDsponsored adr | $793,000 | -17.1% | 27,779 | -5.0% | 0.19% | -20.4% |
| TOLZ | Sell | PROSHARES TRdj brkfld glb | $787,000 | -73.8% | 19,171 | -74.8% | 0.19% | -74.7% |
| BAC | Buy | BK OF AMERICA CORP | $779,000 | +22.9% | 25,687 | +1.1% | 0.19% | +18.2% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $763,000 | +19.2% | 8,577 | -0.7% | 0.18% | +14.3% |
| CAT | Buy | CATERPILLAR INC | $738,000 | +34.9% | 4,054 | +20.2% | 0.18% | +29.9% |
| RWR | Sell | SPDR SER TRdj reit etf | $726,000 | -18.9% | 8,378 | -23.8% | 0.18% | -21.9% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $697,000 | -0.6% | 5,426 | -5.5% | 0.17% | -4.5% |
| QUAL | ISHARES TRmsci usa qlt fct | $681,000 | +7.4% | 5,862 | 0.0% | 0.16% | +3.1% | |
| TROW | Buy | PRICE T ROWE GROUP INC | $650,000 | +16.3% | 4,293 | +10.8% | 0.16% | +12.1% |
| UNP | Buy | UNION PAC CORP | $650,000 | +3.2% | 3,121 | +0.5% | 0.16% | -0.6% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $592,000 | +9.8% | 19,304 | +0.0% | 0.14% | +5.9% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $564,000 | +32.1% | 7,886 | +147.1% | 0.14% | +27.1% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $534,000 | +8.1% | 3,308 | +3.8% | 0.13% | +4.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $501,000 | +1.4% | 4,415 | -3.3% | 0.12% | -2.4% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $499,000 | -11.1% | 8,913 | -11.0% | 0.12% | -14.9% |
| WPC | WP CAREY INC | $493,000 | +4.7% | 6,979 | 0.0% | 0.12% | +0.8% | |
| V | Buy | VISA INC | $461,000 | +31.3% | 2,106 | +22.4% | 0.11% | +26.1% |
| SCHW | Sell | SCHWAB CHARLES CORP | $444,000 | +34.5% | 8,367 | -4.6% | 0.11% | +28.9% |
| GILD | Sell | GILEAD SCIENCES INC | $439,000 | -28.3% | 7,537 | -20.5% | 0.11% | -31.2% |
| PSX | Buy | PHILLIPS 66 | $432,000 | +36.3% | 6,182 | +0.0% | 0.10% | +30.0% |
| TSLA | Sell | TESLA INC | $416,000 | +56.4% | 589 | -1.2% | 0.10% | +49.3% |
| BIDU | Sell | BAIDU INCspon adr rep a | $411,000 | +59.9% | 1,900 | -6.0% | 0.10% | +54.7% |
| CEF | New | SPROTT PHYSICAL GOLD & SILVEtr unit | $397,000 | – | 20,508 | +100.0% | 0.10% | – |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $392,000 | +11.0% | 7,831 | 0.0% | 0.10% | +6.7% | |
| SHW | SHERWIN WILLIAMS CO | $385,000 | +5.5% | 524 | 0.0% | 0.09% | +1.1% | |
| MDT | MEDTRONIC PLC | $381,000 | +9.5% | 3,251 | 0.0% | 0.09% | +5.7% | |
| DUK | DUKE ENERGY CORP NEW | $375,000 | -1.6% | 4,095 | 0.0% | 0.09% | -6.2% | |
| MO | Sell | ALTRIA GROUP INC | $375,000 | -0.8% | 9,136 | -4.8% | 0.09% | -5.3% |
| BP | Sell | BP PLCsponsored adr | $364,000 | +7.1% | 17,727 | -12.9% | 0.09% | +3.5% |
| PM | Sell | PHILIP MORRIS INTL INC | $357,000 | 0.0% | 4,311 | -4.4% | 0.09% | -4.4% |
| SHYD | VANECK VECTORS ETF TRshrt hgh yld mun | $351,000 | +2.3% | 14,153 | 0.0% | 0.08% | -1.2% | |
| DWM | WISDOMTREE TRintl equity fd | $348,000 | +9.4% | 6,868 | 0.0% | 0.08% | +5.0% | |
| BIIB | New | BIOGEN INC | $345,000 | – | 1,408 | +100.0% | 0.08% | – |
| DE | DEERE & CO | $322,000 | +13.4% | 1,198 | 0.0% | 0.08% | +9.9% | |
| DGRO | Buy | ISHARES TRcore div grwth | $310,000 | +9.9% | 6,910 | +1.5% | 0.08% | +5.6% |
| BA | Buy | BOEING CO | $310,000 | +36.0% | 1,447 | +2.9% | 0.08% | +31.6% |
| NOC | NORTHROP GRUMMAN CORP | $305,000 | -2.6% | 1,000 | 0.0% | 0.07% | -6.3% | |
| ABT | ABBOTT LABS | $297,000 | +1.0% | 2,710 | 0.0% | 0.07% | -2.7% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $280,000 | -1.1% | 784 | -4.0% | 0.07% | -4.2% |
| PYPL | Buy | PAYPAL HLDGS INC | $268,000 | +34.0% | 1,144 | +18.7% | 0.06% | +30.0% |
| FOXA | FOX CORP | $270,000 | +7.1% | 9,260 | 0.0% | 0.06% | +3.2% | |
| SBUX | Sell | STARBUCKS CORP | $267,000 | +10.3% | 2,496 | -7.1% | 0.06% | +4.9% |
| NVDA | Sell | NVIDIA CORPORATION | $262,000 | -24.9% | 501 | -18.3% | 0.06% | -28.4% |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $247,000 | +17.6% | 8,386 | 0.0% | 0.06% | +13.2% | |
| CMI | CUMMINS INC | $228,000 | +3.2% | 1,003 | 0.0% | 0.06% | 0.0% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $225,000 | -0.9% | 3,852 | +0.1% | 0.05% | -5.3% |
| MCD | Buy | MCDONALDS CORP | $225,000 | -5.5% | 1,049 | +0.3% | 0.05% | -10.0% |
| PFF | ISHARES TRpfd and incm sec | $221,000 | +4.2% | 5,737 | 0.0% | 0.05% | 0.0% | |
| RYU | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $215,000 | -3.2% | 2,145 | -3.0% | 0.05% | -7.1% |
| CAG | Sell | CONAGRA BRANDS INC | $213,000 | -4.9% | 5,871 | -0.7% | 0.05% | -8.9% |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $211,000 | – | 3,513 | +100.0% | 0.05% | – |
| HON | New | HONEYWELL INTL INC | $207,000 | – | 975 | +100.0% | 0.05% | – |
| KMI | New | KINDER MORGAN INC DEL | $147,000 | – | 10,787 | +100.0% | 0.04% | – |
| LW | New | LAMB WESTON HLDGS INCput | $107,000 | – | 50,200 | +100.0% | 0.03% | – |
| SPY | Sell | SPDR S&P 500 ETF TRput | $67,000 | -47.7% | 31,100 | -7.4% | 0.02% | -50.0% |
| HEPA | New | HEPION PHARMACEUTICALS INC | $52,000 | – | 23,685 | +100.0% | 0.01% | – |
| TLT | Buy | ISHARES TRput | $42,000 | – | 15,400 | +46.7% | 0.01% | – |
| SPY | SPDR S&P 500 ETF TRtr unit | $18,000 | +12.5% | 47 | 0.0% | 0.00% | 0.0% | |
| AGG | New | ISHARES TRput | $16,000 | – | 26,700 | +100.0% | 0.00% | – |
| JNK | New | SPDR SER TRput | $14,000 | – | 22,600 | +100.0% | 0.00% | – |
| AGG | New | ISHARES TRcore us aggbd et | $7,000 | – | 60 | +100.0% | 0.00% | – |
| XLU | New | SELECT SECTOR SPDR TRput | $6,000 | – | 16,000 | +100.0% | 0.00% | – |
| HYG | Sell | ISHARES TRput | $3,000 | -96.9% | 279,300 | -22.2% | 0.00% | -96.0% |
| TBT | New | PROSHARES TRput | $3,000 | – | 15,400 | +100.0% | 0.00% | – |
| CAG | CONAGRA BRANDS INCput | $0 | -100.0% | 85,000 | 0.0% | 0.00% | -100.0% | |
| PFF | Exit | ISHARES TRput | $0 | – | -1,700 | -100.0% | 0.00% | – |
| IEF | Exit | ISHARES TRput | $0 | – | -2,000 | -100.0% | 0.00% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $0 | – | 1 | +100.0% | 0.00% | – |
| T | Exit | AT&T INCput | $0 | – | -20,000 | -100.0% | -0.01% | – |
| KR | Exit | KROGER CO | $0 | – | -5,897 | -100.0% | -0.05% | – |
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -8,385 | -100.0% | -0.06% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -2,000 | -100.0% | -0.06% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -8,550 | -100.0% | -0.06% | – |
| VSAT | Exit | VIASAT INC | $0 | – | -8,257 | -100.0% | -0.07% | – |
| EQX | Exit | EQUINOX GOLD CORP | $0 | – | -28,184 | -100.0% | -0.09% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -3,009 | -100.0% | -0.14% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -3,093 | -100.0% | -0.14% | – |
| BBVA | Exit | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $0 | – | -1,143,465 | -100.0% | -0.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 24 | Q3 2023 | 3.4% |
| ISHARES TR | 24 | Q3 2023 | 1.7% |
| MICROSOFT CORP | 24 | Q3 2023 | 2.5% |
| HOME DEPOT INC COM | 24 | Q3 2023 | 1.8% |
| ALPHABET INC | 24 | Q3 2023 | 0.8% |
| AMAZON INC | 24 | Q3 2023 | 1.7% |
| CHEVRON CORP NEW COM | 24 | Q3 2023 | 0.7% |
| ISHARES TR | 24 | Q3 2023 | 1.1% |
| ISHARES TR | 24 | Q3 2023 | 0.4% |
| SCHWAB STRATEGIC TR | 23 | Q3 2023 | 11.5% |
View Allen Capital Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-10 |
| 13F-HR/A | 2022-01-31 |
View Allen Capital Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.