account_balance
Investment manager · 13F filer · SEC CIK 1729869
Allied Investment Advisors, LLC
Reported value$1.06Bas of Sep 30, 2026
Positions112 6 new, 4 sold out
Top 10 weight47.0%BSV alone is 13%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BSVVanguard Short-Term Bond ETF
12.9%Added +551%
VTIPVanguard Short-Term Inflation-Protected Securities ETF
7.6%Added +37724%
BIVVanguard Intermediate-Term Bond ETF
6.2%Added +477%
SCHDSchwab US Dividend Equity ETF
4.7%Trimmed −18%
VHTVanguard Health Care ETF
4.3%Trimmed −20%
MSFTMicrosoft Corp
3.3%
JPMJPMorgan Chase & Co
2.2%
XOMExxonMobil Holdings Corp
2.0%
DEDeere & Co
1.9%
JNJJohnson & Johnson
1.9%
STTState Street Corp
1.9%−8%
SHELShell PLC
1.9%
BSVVanguard Short-Term Bond ETF
12.9%Added +551%
VTIPVanguard Short-Term Inflation-Protected Securities ETF
7.6%+37724%
BIVVanguard Intermediate-Term Bond ETF
6.2%+477%
SCHDSchwab US Dividend Equity ETF
4.7%−18%
VHTVanguard Health Care ETF
4.3%−20%
MSFTMicrosoft Corp
3.3%
JPM2.2%XOM2.0%DE1.9%JNJ1.9%STT1.9%SHELBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BSV Vanguard Short-Term Bond ETF 12.9% Added +551%
VTIP Vanguard Short-Term Inflation-Protected Securities ETF 7.6% Added +37724%
BIV Vanguard Intermediate-Term Bond ETF 6.2% Added +477%
SCHD Schwab US Dividend Equity ETF 4.7% Trimmed −18%
VHT Vanguard Health Care ETF 4.3% Trimmed −20%
MSFT Microsoft Corp 3.3% HeldJPM JPMorgan Chase & Co 2.2% HeldXOM ExxonMobil Holdings Corp 2.0% HeldDE Deere & Co 1.9% HeldJNJ Johnson & Johnson 1.9% HeldSTT State Street Corp 1.9% Trimmed −8%SHEL Shell PLC 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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