Allen Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| LOCKHEED MARTIN CORP | $3.17M | 1.9% |
| CISCO SYSTEMS, INC. | $3.18M | 1.9% |
| CHEVRON CORP | $4.09M | 2.5% |
| EXXON MOBIL CORP | $4.27M | 2.6% |
| ALPS ETF TR | $4.99M | 3.0% |
| VANGUARD WORLD FD | $12.61M | 7.6% |
| VANGUARD INDEX FDS | $12.96M | 7.8% |
| DIMENSIONAL ETF TRUST | $12.96M | 7.8% |
| SCHWAB STRATEGIC TR | $25.00M | 15.0% |
| VANGUARD INDEX FDS | $29.21M | 17.6% |