$104 Million is the total value of Allegiance Financial Group Advisory Services LLC's 69 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 4 | Q3 2023 | 11.2% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 8.7% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 8.5% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 5.9% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 5.0% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 5.1% |
| VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 5.0% |
| ISHARES TR | 4 | Q3 2023 | 4.1% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.4% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 4.2% |
View Allegiance Financial Group Advisory Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-01 |
View Allegiance Financial Group Advisory Services 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.