Bruce G. Allen Investments, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Denver, CO
CIK
0002005409
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 1,116 128,765 EFV, VTV, FNDF, FNDX 13F-HR 10/8/2024 000200540924000005
Q2 2024 1,007 118,939 EFV, VTV, FNDF, FNDX 13F-HR 7/12/2024 000200540924000003
Q1 2024 961 121,617 EFV, VTV, FNDF, FNDX 13F-HR 4/10/2024 000200540924000002
Q4 2023 1,008 109,822 EFV, VTV, SCHD, FNDX 13F-HR 1/10/2024 000200540924000001