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Bruce G. Allen Investments, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Bruce G. Allen Investments, LLC
报告期 2026-03-31 · CIK 0002005409
持仓数
1,084
前50大市值合计
$120.2M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
EFV
ISHARES MSCI EAFE VALUE ETF
ETF
$23.7M
318,695
19.7%
VTV
VANGUARD VALUE ETF
ETF
$17.2M
87,811
14.3%
SCHD
SCHWAB US DIVIDEND EQUITY ETF
ETF
$13.0M
423,476
10.8%
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
ETF
$10.9M
223,450
9.1%
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
ETF
$9.8M
350,606
8.1%
VOE
VANGUARD MID-CAP VALUE ETF
ETF
$5.1M
27,654
4.2%
DJP
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
ETF
$4.7M
98,123
3.9%
PHYS
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
CEF
$4.0M
113,065
3.3%
AAPL
APPLE INC COM
Stock
$2.1M
8,124
1.7%
VONV
VANGUARD RUSSELL 1000 VALUE ETF
ETF
$1.9M
20,075
1.6%
IWD
ISHARES RUSSELL 1000 VALUE ETF
ETF
$1.6M
7,292
1.3%
SPY
STATE STREET SPDR S&P 500 ETF
ETF
$1.5M
2,376
1.3%
RAFE
PIMCO RAFI ESG U.S. ETF
ETF
$1.5M
36,739
1.3%
VBR
VANGUARD SMALL CAP VALUE ETF
ETF
$1.3M
6,135
1.1%
GE
GE AEROSPACE COM NEW
Stock
$1.2M
4,218
1.0%
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
ETF
$1.1M
8,957
0.9%
DLS
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
ETF
$1.0M
12,742
0.9%
NBB
NUVEEN TAXABLE MUNICPAL INM FD COM
CEF
$925.4K
59,091
0.8%
—
EXXON MOBIL CORP COM
Stock
$920.1K
5,423
0.8%
PG
PROCTER & GAMBLE CO COM
Stock
$816.2K
5,651
0.7%
JNJ
JOHNSON & JOHNSON COM
Stock
$761.4K
3,115
0.6%
GEV
GE VERNOVA INC COM
Stock
$754.2K
864
0.6%
SHEL
SHELL PLC SPON ADS
ADR
$742.4K
7,983
0.6%
VZ
VERIZON COMMUNICATIONS INC COM
Stock
$736.7K
14,676
0.6%
T
AT&T INC COM
Stock
$691.5K
23,854
0.6%
FNDA
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
ETF
$675.6K
20,833
0.6%
GOOGL
ALPHABET INC CAP STK CL A
Stock
$657.9K
2,288
0.5%
JPM
JPMORGAN CHASE & CO COM
Stock
$648.0K
2,203
0.5%
CMI
CUMMINS INC COM
Stock
$584.3K
1,086
0.5%
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
$569.8K
1,189
0.5%
BCI
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
ETF
$563.1K
23,182
0.5%
UCIB
ETRACS CMCI TOTAL RETURN ETN SERIES B
ETF
$545.2K
16,538
0.5%
CVX
CHEVRON CORPORATION COM
Stock
$535.7K
2,589
0.4%
BNY
BANK NEW YORK MELLON CORP COM
Stock
$525.5K
4,430
0.4%
MSFT
MICROSOFT CORP COM
Stock
$509.9K
1,378
0.4%
KO
COCA COLA CO COM
Stock
$507.6K
6,674
0.4%
ABBV
ABBVIE INC COM
Stock
$499.8K
2,298
0.4%
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
ETF
$491.2K
6,365
0.4%
CL
COLGATE PALMOLIVE CO COM
Stock
$490.8K
5,758
0.4%
META
META PLATFORMS INC CL A
Stock
$489.2K
855
0.4%
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ETF
$488.0K
7,965
0.4%
MRK
MERCK & CO INC COM
Stock
$467.4K
3,886
0.4%
BAC
BANK OF AMER CORP COM
Stock
$429.3K
8,805
0.4%
UNP
UNION PAC CORP COM
Stock
$388.5K
1,601
0.3%
HD
HOME DEPOT INC COM
Stock
$386.8K
1,176
0.3%
WFC
WELLS FARGO & CO COM
Stock
$385.1K
4,837
0.3%
WMT
WALMART INC COM
Stock
$353.6K
2,845
0.3%
IWR
ISHARES RUSSELL MIDCAP ETF
ETF
$343.4K
3,531
0.3%
NEE
NEXTERA ENERGY INC COM
Stock
$341.6K
3,678
0.3%
GLD
SPDR GOLD SHARES
ETF
$330.5K
768
0.3%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
66%
前 6 大占比
EFV
19.7%
VTV
14.3%
SCHD
10.8%
FNDF
9.1%
FNDX
8.1%
VOE
4.2%
其他
33.7%
