Allegiance Financial Group Advisory Services LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Vienna, VA
CIK
0001964068
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 79 287,356 VTI, AVLV, MSFT, AVDV 13F-HR 11/13/2024 000108514624005663
Q2 2024 72 261,213 VTI, AVLV, MSFT, AVDV 13F-HR 7/24/2024 000196406824000003
Q1 2024 71 244,440 AVLV, VTI, MSFT, AVDV 13F-HR 4/30/2024 000196406824000002
Q4 2023 66 212,527 AMERICAN CENTY ETF TR, VTI, MSFT, AVDV 13F-HR 1/22/2024 000196406824000001
Q3 2023 66 177,547 AMERICAN CENTY ETF TR, VTI, MSFT, AVDV 13F-HR 10/31/2023 000196406823000004
Q2 2023 68 170,118 AMERICAN CENTY ETF TR, MSFT, VTI, AVUV 13F-HR 7/26/2023 000196406823000003
Q1 2023 68 135,610 AMERICAN CENTY ETF TR, MSFT, VTI, VOO 13F-HR 4/25/2023 000196406823000002
Q4 2022 69 104,082 MSFT, AMERICAN CENTY ETF TR, VOO, VEU 13F-HR 2/1/2023 000196406823000001