StockDriftsStockDriftsTop 40 Allgen Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 21.41% | 269.2K | $90.3M | +0.93%(+2.48K) | $283.55(+21.76%) | 2025-12-31 | |
| BND | VANGUARD BD INDEX FDS | 19.08% | 1.09M | $80.4M | +6.56%(+66.82K) | $73.41(+0.64%) | 2025-12-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 8.96% | 513.6K | $37.8M | +3.39%(+16.86K) | $62.75(+28.27%) | 2025-12-31 | |
| IAU | ISHARES GOLD TR | 7.29% | 378.7K | $30.7M | +3.45%(+12.62K) | $38.49(+134.45%) | 2025-12-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 6.26% | 104.3K | $26.4M | +3.08%(+3.11K) | $213.10(+23.17%) | 2025-12-31 | |
| MGV | VANGUARD WORLD FD | 5.46% | 163.2K | $23.0M | +3.86%(+6.07K) | $130.14(+14.64%) | 2025-12-31 | |
| JMBS | JANUS DETROIT STR TR | 4.87% | 449.7K | $20.5M | +39.47%(+127.25K) | $45.28(+0.73%) | 2025-12-31 | |
| DIVI | FRANKLIN TEMPLETON ETF TR | 3.59% | 389.5K | $15.1M | +6.39%(+23.38K) | $34.83(+21.55%) | 2025-12-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 3% | 250.3K | $12.6M | +8.28%(+19.15K) | $49.93(+0.90%) | 2025-12-31 | |
| BIL | SPDR SERIES TRUST | 2.93% | 135.3K | $12.4M | +20.31%(+22.84K) | $91.71(-0.22%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.90% | +25.62% |
| Top 20 Holdings Unweighted | +7.96% | +25.82% |
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