Allegiance Financial Group Advisory Services LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INTEL CORP | $807.7K | 0.2% |
| DIMENSIONAL ETF TRUST | $786.0K | 0.2% |
| Merck & Co., Inc. | $761.1K | 0.2% |
| VANGUARD CHARLOTTE FDS | $752.8K | 0.2% |
| VANGUARD MUN BD FDS | $752.5K | 0.2% |
| Atlassian Corporation | $722.7K | 0.2% |
| Visa Inc | $720.0K | 0.2% |
| Comfort Systems USA Inc | $698.1K | 0.1% |
| PG&E Corp | $677.8K | 0.1% |
| General Motors Co | $666.3K | 0.1% |
| Tesla Inc | $657.5K | 0.1% |
| PEPSICO INC | $625.3K | 0.1% |
| GE Vernova Inc. | $605.2K | 0.1% |
| Snowflake Inc. | $596.4K | 0.1% |
| Howmet Aerospace Inc. | $587.9K | 0.1% |
| INNOVATOR ETFS TRUST | $587.7K | 0.1% |
| MCKESSON CORP | $561.9K | 0.1% |
| Ralph Lauren Corp | $558.7K | 0.1% |
| Expedia Group Inc | $553.6K | 0.1% |
| Zoom Communications, Inc. | $549.6K | 0.1% |
| Illumina Inc | $544.8K | 0.1% |
| EDISON INTERNATIONAL | $543.1K | 0.1% |
| DIMENSIONAL ETF TRUST | $537.3K | 0.1% |
| VeriSign Inc | $515.5K | 0.1% |
| INNOVATOR ETFS TRUST | $514.8K | 0.1% |
| Medpace Holdings, Inc. | $503.8K | 0.1% |
| INNOVATOR ETFS TRUST | $497.0K | 0.1% |
| SCHWAB STRATEGIC TR | $496.9K | 0.1% |
| Airbnb, Inc. | $491.8K | 0.1% |
| CME Group Inc | $491.3K | 0.1% |
| INNOVATOR ETFS TRUST | $475.6K | 0.1% |
| MICRON TECHNOLOGY INC | $461.8K | 0.1% |
| ISHARES TR | $452.5K | 0.1% |
| INCYTE CORP | $449.1K | 0.1% |
| Chubb Ltd | $442.9K | 0.1% |
| Guidewire Software, Inc. | $437.2K | 0.1% |
| Warren E. Buffett | $436.3K | 0.1% |
| Robinhood Markets, Inc. | $425.4K | 0.1% |
| AMERICAN CENTY ETF TR | $421.7K | 0.1% |
| CAPITAL ONE FINANCIAL CORP | $421.0K | 0.1% |
| HUNT J B TRANSPORT SERVICES INC | $419.0K | 0.1% |
| 3M CO | $418.5K | 0.1% |
| Tapestry Inc | $407.1K | 0.1% |
| Marathon Petroleum Corp | $404.8K | 0.1% |
| SPDR SERIES TRUST | $396.8K | 0.1% |
| The PNC Financial Services Group, Inc. | $392.4K | 0.1% |
| EXELIXIS, INC. | $390.2K | 0.1% |
| Natera, Inc. | $389.7K | 0.1% |
| Ulta Beauty, Inc. | $389.0K | 0.1% |
| AMPHENOL CORP /DE | $384.9K | 0.1% |