SEC Form 13F

AllGen Financial Advisors, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$457,983,215
Positions36

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$95,822,027258,950
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$46,049,448627,291
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$40,433,769482,791
J P MORGAN EXCHANGE TRADED FJMUBMUNICIPAL ETF$33,669,879664,690
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$25,766,01285,045
VANGUARD WORLD FDMGVMEGA CAP VAL ETF$23,938,453146,457
ISHARES GOLD TRIAUISHARES NEW$23,119,689306,180
JANUS DETROIT STR TRJMBSHENDERSON MTG$22,345,348496,674
FRANKLIN TEMPLETON ETF TRDIVIINTL COR DIV TIL$17,722,696414,857
SPDR SERIES TRUSTSPIBST INTER BD ETF$17,397,009519,935

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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