Notify me when AllGen Financial Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 40 | $421,655,447 | +$22,428,764 | -$15,209,902 | +$7,218,862 | VTI, BND, VEU, IAU, QQQM | 13F-HR | 22 Jan 2026, 10:03 |
| Q3 2025 | 42 | $407,014,895 | +$46,278,033 | -$31,106,884 | +$15,171,149 | VTI, BND, VEU, IAU, QQQM | 13F-HR | 28 Oct 2025, 17:40 |
| Q2 2025 | 42 | $372,306,319 | +$155,403,061 | -$134,600,125 | +$20,802,936 | VTI, BND, VEU, IAU, QQQM | 13F-HR | 07 Aug 2025, 14:20 |
| Q1 2025 | 38 | $337,803,156 | +$53,790,828 | -$18,242,755 | +$35,548,073 | BND, VTI, JCPB, IAU, VGSH | 13F-HR | 06 May 2025, 09:54 |
| Q4 2024 | 37 | $297,765,047 | +$39,296,707 | -$22,168,530 | +$17,128,177 | BND, JCPB, VTI, IAU, VGSH | 13F-HR | 12 Feb 2025, 18:37 |
| Q3 2024 | 40 | $308,112,276 | +$70,840,041 | -$41,208,529 | +$29,631,512 | BND, JCPB, VTI, IAU, VGSH | 13F-HR | 24 Oct 2024, 13:52 |
| Q2 2024 | 37 | $263,653,825 | +$49,943,477 | -$33,308,557 | +$16,634,920 | JCPB, VGSH, SCHD, BND, IAU | 13F-HR | 12 Aug 2024, 15:09 |
| Q1 2024 | 38 | $245,696,953 | +$72,990,006 | -$24,116,554 | +$48,873,452 | JCPB, VGSH, SCHD, JMUB, IAU | 13F-HR | 23 Apr 2024, 15:47 |
| Q4 2023 | 32 | $192,271,472 | +$51,481,707 | -$11,121,992 | +$40,359,715 | JCPB, SCHD, SPTL, IAU, SCHG | 13F-HR | 06 Feb 2024, 13:16 |
| Q3 2023 | 30 | $140,623,267 | +$13,008,608 | -$25,082,852 | -$12,074,244 | JCPB, SPTL, SCHD, JMUB, MSFT | 13F-HR | 16 Oct 2023, 10:58 |
| Q2 2023 | 34 | $158,858,462 | +$17,811,095 | -$3,653,451 | +$14,157,644 | JCPB, SCHD, SPTL, JMUB, TLT | 13F-HR | 26 Jul 2023, 17:40 |
| Q1 2023 | 33 | $143,238,992 | +$8,060,889 | -$5,848,985 | +$2,211,904 | JCPB, SCHD, SPTL, JMUB, TLT | 13F-HR | 05 May 2023, 14:09 |
| Q4 2022 | 36 | $139,409,873 | +$37,218,365 | -$33,513,092 | +$3,705,273 | JCPB, SCHD, SPTL, JMUB, TLT | 13F-HR | 14 Feb 2023, 19:13 |
| Q3 2022 | 38 | $120,393,488 | +$32,323,580 | -$6,452,658 | +$25,870,922 | SCHD, SPTL, JCPB, IAU, COM | 13F-HR | 14 Feb 2023, 19:11 |
| Q2 2022 | 35 | $92,850,829 | +$12,926,963 | -$13,249,735 | -$322,772 | SCHD, SPTL, COM, IAU, MSFT | 13F-HR | 14 Feb 2023, 19:09 |
| Q1 2022 | 35 | $118,543,058 | +$8,883,024 | -$15,517,442 | -$6,634,418 | SCHD, SPTL, COM, VTEB, SCHP | 13F-HR | 14 Feb 2023, 19:06 |
| Q4 2021 | 37 | $129,266,934 | +$15,716,855 | -$13,127,323 | +$2,589,532 | SCHD, SCHP, SPTL, COM, VTEB | 13F-HR | 14 Feb 2023, 19:04 |
| Q3 2021 | 33 | $108,335,838 | +$12,146,514 | -$19,493,977 | -$7,347,463 | SCHD, SPTL, SCHP, VTEB, MSFT | 13F-HR | 14 Feb 2023, 19:02 |
| Q2 2021 | 33 | $123,919,021 | +$17,833,225 | -$24,989,565 | -$7,156,340 | SCHD, SPTL, IAU, SCHP, COM | 13F-HR | 14 Feb 2023, 19:00 |
| Q1 2021 | 34 | $104,730,606 | +$12,031,552 | -$2,650,046 | +$9,381,506 | SCHD, IAU, SPTL, SCHP, VTEB | 13F-HR | 14 Feb 2023, 18:58 |
| Q4 2020 | 32 | $97,053,818 | $0 | $0 | $0 | SCHD, IAU, SPTL, SCHP, VTEB | 13F-HR | 14 Feb 2023, 18:56 |