account_balance
Investment manager · 13F filer · SEC CIK 1964809
AllGen Financial Advisors, Inc.
Reported value$458Mas of Jun 30, 2026
Positions36 3 new, 7 sold out
Top 10 weight75.6%VTI alone is 21%
FiledJul 2222 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
20.9%Trimmed −6%
BNDVanguard Bd Index FDS
10.1%Trimmed −44%
VEUVanguard Intl Equity Index F
8.8%Trimmed −4%
JMUBJ P Morgan Exchange Traded F
7.4%Added +186%
QQQMInvesco Exch Traded Fd Tr II
5.6%Trimmed −10%
MGVVanguard World Fd
5.2%
IAUiShares Gold Trust
5.0%Trimmed −8%
JMBSJanus Detroit STR Tr
4.9%Added +60%
DIVIFranklin Templeton ETF Tr
3.9%+2%
SPIBSPDR Series Trust
3.8%+69%
TFLOiShares Tr
3.7%+2762%
SMLFiShares Tr
2.9%
VTIVanguard Index FDS
20.9%Trimmed −6%
BNDVanguard Bd Index FDS
10.1%
VEUVanguard Intl Equity Index F
8.8%
JMUBJ P Morgan Exchange Traded F
7.4%
QQQMInvesco Exch Traded Fd Tr II
5.6%−10%
MGVVanguard World Fd
5.2%
IAUiShares Gold Trust
5.0%
JMBSJanus Detroit STR Tr
4.9%
DIVI
SPIB
TFLO3.7%
SMLF
Boxes 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
VTI Vanguard Index FDS 20.9% Trimmed −6%
BND Vanguard Bd Index FDS 10.1% Trimmed −44%
VEU Vanguard Intl Equity Index F 8.8% Trimmed −4%
JMUB J P Morgan Exchange Traded F 7.4% Added +186%
QQQM Invesco Exch Traded Fd Tr II 5.6% Trimmed −10%
MGV Vanguard World Fd 5.2% Held
IAU iShares Gold Trust 5.0% Trimmed −8%JMBS Janus Detroit STR Tr 4.9% Added +60%
DIVI Franklin Templeton ETF Tr 3.9% Added +2%
SPIB SPDR Series Trust 3.8% Added +69%
TFLO iShares Tr 3.7% Added +2762%
SMLF iShares Tr 2.9% Trimmed −2%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- IALT $11.3M
- VWOB $9.44M
- SCHQ $6.94M
arrow_upwardAdded
- TFLO +2762%
- JMUB +186%
- SPIB +69%
- JMBS +60%
arrow_downwardTrimmed
- BND −44%
- SCHG −13%
- MSFT −12%
- QQQM −10%
remove_circleSold out
- SPTS $9.56M
- JPIB $7.46M
- ELD $3.92M
- FEMB $3.2M
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