account_balance
Investment manager · 13F filer · SEC CIK 2005409
Bruce G. Allen Investments, LLC
Reported value$157Mas of Jun 30, 2026
Positions1,037 41 new, 87 sold out
Top 10 weight59.4%EFV alone is 15%
FiledJul 3131 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
EFViShares MSCI EAFE Value ETF
14.8%Trimmed −5%
VTVVanguard Value ETF
11.4%Trimmed −7%
SCHDSchwab US Dividend Equity ETF
8.1%Trimmed −6%
FNDXSchwab Fundamental U.S. Large Company ETF
7.0%
FNDFSchwab Fundamental International Equity ETF
7.0%Trimmed −7%
VOEVanguard Mid-Cap Value ETF
3.2%Trimmed −9%
DJPBarclays Bank PLC
2.9%Added +6%
PHYSSprott Physical Gold Trust
2.2%
AAPL1.6%VONVVanguard Russell 1000 Value ETF
1.4%
IWD1.2%
SPY1.2%EFViShares MSCI EAFE Value ETF
14.8%Trimmed −5%
VTVVanguard Value ETF
11.4%Trimmed −7%
SCHDSchwab US Dividend Equity ETF
8.1%Trimmed −6%
FNDXSchwab Fundamental U.S. Large Company ETF
7.0%
FNDFSchwab Fundamental International Equity ETF
7.0%−7%
VOE3.2%
DJP2.9%PHYS2.2%AAPLIWD
SPYBoxes 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
EFV iShares MSCI EAFE Value ETF 14.8% Trimmed −5%
VTV Vanguard Value ETF 11.4% Trimmed −7%
SCHD Schwab US Dividend Equity ETF 8.1% Trimmed −6%
FNDX Schwab Fundamental U.S. Large Company ETF 7.0% Held
FNDF Schwab Fundamental International Equity ETF 7.0% Trimmed −7%
VOE Vanguard Mid-Cap Value ETF 3.2% Trimmed −9%
DJP Barclays Bank PLC 2.9% Added +6%PHYS Sprott Physical Gold Trust 2.2% HeldAAPL Apple Inc. 1.6% Added +4%VONV Vanguard Russell 1000 Value ETF 1.4% Held
IWD iShares Russell 1000 Value ETF 1.2% Added +10%
SPY SPDR S&P 500 ETF Trust 1.2% Added +6%What changed
Biggest moves since Mar 31, 2026
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