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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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28
1
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1
1
0
14
2
1
ALLEN CAPITAL GROUP LLC

Time Period2018-12-31

Total Holdings118

Total Value ($x1000)283,001
Activities
New11

Increased60

Unchanged11

Decreased36

Sold Out25

Top 10 Stock Holdingstotal 48.33%
SCHX9.31

JPST7.25

SCHO6.74

BSJL6.26

NOBL5.23

 
SCHF2.95

BRK.B2.91

SST2.91

T2.49

SGOL2.28

-- hover over a symbol below for details --
SEC 13F
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Detail
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SCHX
9.31%
US LRG CAP ETF
JPST
7.25%
ULTRA SHRT INC
SCHO
6.74%
SHT TM US TRES
BSJL
6.26%
BULSHS 2021 HY
NOBL
5.23%
S&P 500 ARISTO
SCHF
2.95%
INTL EQTY ETF
BRK.B
2.91%
CL B NEW
SST
2.91%
SHRT TRSRY ETF
T
2.49%
COM
SGOL
2.28%
PHYSCL SWISS GLD
SCHV
2.12%
US LCAP VA ETF
SCHE
2.12%
EMRG MKTEQ ETF
BBVA
2.04%
SPONSORED ADR
BSJM
1.98%
BULSHS 2022 HY
CVY
1.79%
ZACKS MULT AST
SCHZ
1.56%
US AGGREGATE B
SCHA
1.53%
US SML CAP ETF
CAG
1.38%
COM
LW
1.35%
COM
RYF
1.21%
S&P500 EQL FIN
AAPL
1.15%
COM
DWX
1.12%
S&P INTL ETF
ONEK
1.06%
RUSSELL 1000 ETF
BX
1.04%
COM UNIT LTD
IVV
0.98%
CORE S&P500 ETF
JNJ
0.89%
COM
SCHH
0.86%
US REIT ETF
DGRW
0.86%
US DIVD GRT FD
SCHD
0.85%
US DIVIDEND EQ
MDYG
0.81%
S&P 400 MDCP GRW
AMZN
0.77%
COM
SCHG
0.75%
US LCAP GR ETF
RYT
0.75%
S&P500 EQL TEC
WMT
0.72%
COM
XOM
0.68%
COM
GWL
0.66%
S&P WRLD EX US
BP
0.63%
SPONSORED ADR
FEU
0.59%
STOXX EUR 50 ETF
GOOGL
0.58%
CAP STK CL A
GNR
0.58%
GLB NAT RESRCE
FB
0.57%
CL A
SPY
0.56%
CALL
MSFT
0.53%
COM
JPM
0.52%
COM
CHL
0.52%
SPONSORED ADR
PSX
0.47%
COM
DLN
0.47%
LARGECAP DIVID
TDIV
0.45%
NASD TECH DIV
HD
0.45%
COM
LMT
0.44%
COM
VEA
0.44%
FTSE DEV MKT ETF
UNH
0.42%
COM
LAG
0.41%
BRCLYS AGG ETF
O
0.41%
COM
BAC
0.41%
COM
MMP
0.4%
COM UNIT RP LP
MRK
0.38%
COM
MO
0.38%
COM
IJH
0.35%
CORE S&P MCP ETF
CVX
0.34%
COM
SPYV
0.33%
S&P 500 VALUE
BABA
0.33%
SPONSORED ADS
PRF
0.32%
FTSE RAFI 1000
RYE
0.3%
S&P500 EQL ENR
MU
0.3%
COM
CAG
0.29%
PUT
IJR
0.29%
CORE S&P SCP ETF
V
0.28%
COM CL A
PG
0.27%
COM
VLO
0.27%
COM
EFAV
0.26%
EAFE MIN VOL ETF
MA
0.25%
CL A
PAYX
0.24%
COM
IAGG
0.23%
CORE INTL AGGR
SPY
0.21%
TR UNIT
AXP
0.21%
COM
ABT
0.21%
COM
DIS
0.21%
COM DISNEY
WPC
0.2%
COM
XLV
0.2%
SBI HEALTHCARE
BA
0.18%
COM
QUAL
0.18%
MSCI USA QLT FAC
NTG
0.17%
COM
GMM
0.17%
EMERG MKTS ETF
VTI
0.16%
TOTAL STK MKT
SLYV
0.16%
S&P 600 SMCP VAL
UNP
0.16%
COM
RDS/B
0.15%
SPON ADR B
PFE
0.15%
COM
HYG
0.15%
PUT
MPC
0.15%
COM
WY
0.14%
COM
WSM
0.14%
COM
VZ
0.13%
COM
IBM
0.13%
COM
DUK
0.13%
COM NEW
CAT
0.12%
COM
NOC
0.12%
COM
HCN
0.11%
COM
VWO
0.1%
FTSE EMR MKT ETF
RYU
0.1%
S&P500 EQL UTL
MDT
0.1%
SHS
TCMD
0.1%
COM
TWOK
0.09%
SPDR RUSSEL 2000
WFC
0.09%
COM
KMB
0.09%
COM
EHC
0.08%
COM
PGX
0.08%
PFD ETF
XLF
0.08%
SBI INT-FINL
GLD
0.08%
GOLD SHS
INTC
0.07%
COM
MCD
0.07%
COM
DSI
0.07%
MSCI KLD400 SOC
SLV
0.05%
ISHARES
SPY
0.04%
PUT
SRCI
0.03%
COM
LW
0.01%
PUT
AMMA
< 0.01%
COM
BSJK
5.04%
BULSHS 2020 HY
BSJJ
4.45%
BULSHS 2019 HY
SCHP
1.75%
US TIPS ETF
SGOL
1.21%
SHS
BKLN
0.85%
SR LN ETF
STIP
0.76%
0-5 YR TIPS ETF
VOO
0.41%
SHS
WCN
0.26%
COM
AJG
0.22%
COM
VXUS
0.17%
VG TL INTL STK F
XRX
0.15%
COM NEW
UPS
0.15%
CL B
FTSL
0.14%
SENIOR LN FD
UTX
0.11%
COM
EEFT
0.1%
COM
VB
0.09%
SMALL CP ETF
SCHR
0.08%
INTRM TRM TRES
AGG
0.08%
CORE TOTUSBD ETF
HON
0.07%
COM
FLIR
0.07%
COM
NEP
0.07%
COM UNIT PART IN
PM
0.07%
COM
IAU
0.05%
ISHARES
RCS
0.03%
COM
LOAN
0.01%
COM