StockDriftsStockDriftsTop 50 Bruce G. Allen Investments, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EFV | ISHARES MSCI EAFE VALUE ETF | 15.5% | 318.7K | $23.7M | -1.90%(-6.16K) | $51.12(+52.29%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 11.27% | 87.8K | $17.2M | +2.95%(+2.52K) | $152.94(+43.30%) | 2026-03-31 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 8.5% | 423.5K | $13.0M | +3.38%(+13.85K) | $25.67(+26.15%) | 2026-03-31 | |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 7.15% | 223.4K | $10.9M | -2.91%(-6.69K) | $33.43(+57.74%) | 2026-03-31 | |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 6.39% | 350.6K | $9.8M | -0.16%(-556) | $20.35(+53.65%) | 2026-03-31 | |
| VOE | VANGUARD MID-CAP VALUE ETF | 3.33% | 27.7K | $5.1M | -2.15%(-607) | $142.07(+40.88%) | 2026-03-31 | |
| DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | 3.09% | 98.1K | $4.7M | -5.06%(-5.23K) | $31.64(+37.76%) | 2026-03-31 | |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 2.62% | 113.1K | $4.0M | -14.54%(-19.24K) | $15.13(+105.49%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 1.35% | 8.1K | $2.1M | -1.50%(-124) | $181.87(+69.70%) | 2026-03-31 | |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | 1.23% | 20.1K | $1.9M | +0.00%(+0) | $71.19(+52.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.53% | +54.19% |
| Top 20 Holdings Unweighted | +13.56% | +46.44% |
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