AllGen Financial Advisors, Inc. current holdings: USA ETF
AllGen Financial Advisors, Inc. reported $0.43 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 24 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are VTI, BND, VEU.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 258,950; Value $95,822,027.
- BND: Country of operation —; Class TOTAL BND MRKT; Shares 627,291; Value $46,049,448.
- VEU: Country of operation —; Class ALLWRLD EX US; Shares 482,791; Value $40,433,769.
- JMUB: Country of operation —; Class MUNICIPAL ETF; Shares 664,690; Value $33,669,879.
Form 13F-HR as filed (SEC CIK 1964809): quarter ended 2026-06-30, filed 2026-07-22. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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