Bruce G. Allen Investments, LLC
Annual return '25
+23.0%
SPY '25
+17.7%
Alpha
+5.2ptsvs SPY
Invested
$152.9M
Holdings
1,085
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$EFV
ISHARES MSCI EAFE VALUE ETF
Held since at least Q1 2024
15.5%
02
$VTV
VANGUARD VALUE ETF
Held since at least Q1 2024
11.3%
03
$SCHD
SCHWAB US DIVIDEND EQUITY ETF
Held since at least Q1 2024
8.5%
04
$FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Held since at least Q1 2024
7.2%
05
$FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
Held since at least Q1 2024
6.4%
06
$VOE
VANGUARD MID-CAP VALUE ETF
Held since at least Q1 2024
3.3%
07
$DJP
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
Held since at least Q1 2024
3.1%
08
$PHYS
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
Held since at least Q1 2024
2.6%
09
$AAPL
APPLE INC COM
Q1 2026: Sold 13.1% (115.8k → 100.7k shares)
1.3%
10
$VONV
VANGUARD RUSSELL 1000 VALUE ETF
Held since at least Q1 2024
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:36 UTC.