0001601384-23-000002.txt : 20230428
0001601384-23-000002.hdr.sgml : 20230428
20230428093609
ACCESSION NUMBER: 0001601384-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230428
DATE AS OF CHANGE: 20230428
EFFECTIVENESS DATE: 20230428
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Allen Capital Group, LLC
CENTRAL INDEX KEY: 0001601384
IRS NUMBER: 203230944
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18371
FILM NUMBER: 23860913
BUSINESS ADDRESS:
STREET 1: 3032 WEST STOLLEY PARK RD
CITY: GRAND ISLAND
STATE: NE
ZIP: 68801
BUSINESS PHONE: 3083851500
MAIL ADDRESS:
STREET 1: 3032 WEST STOLLEY PARK RD
CITY: GRAND ISLAND
STATE: NE
ZIP: 68801
13F-HR
1
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03-31-2023
03-31-2023
Allen Capital Group, LLC
3032 WEST STOLLEY PARK RD
GRAND ISLAND
NE
68801
13F HOLDINGS REPORT
028-18371
N
Mark Allen
Chief Compliance Officer
308-385-1500
Mark Allen
Grand Island
NE
04-28-2023
0
187
550693637
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SOLE
0
0
38485
TESLA INC
COM
88160R101
397099
1914
SH
SOLE
0
0
1914
TIDAL ETF TR
ZEGA BUY AND HED
886364660
18383390
1113470
SH
SOLE
0
0
1113470
TRACTOR SUPPLY CO
COM
892356106
2068587
8801
SH
SOLE
0
0
8801
UNILEVER PLC
SPON ADR NEW
904767704
2825875
54417
SH
SOLE
0
0
54417
UNION PAC CORP
COM
907818108
1297610
6447
SH
SOLE
0
0
6447
UNITED PARCEL SERVICE INC
CL B
911312106
412811
2128
SH
SOLE
0
0
2128
VANECK ETF TRUST
SHRT HGH YLD MUN
92189F387
508190
22799
SH
SOLE
0
0
22799
VANGUARD INDEX FDS
GROWTH ETF
922908736
272388
1092
SH
SOLE
0
0
1092
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
4504361
54243
SH
SOLE
0
0
54243
VANGUARD INDEX FDS
SMALL CP ETF
922908751
229557
1211
SH
SOLE
0
0
1211
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
226394
602
SH
SOLE
0
0
602
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
648561
16053
SH
SOLE
0
0
16053
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
1426484
28158
SH
SOLE
0
0
28158
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
1018403
22546
SH
SOLE
0
0
22546
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
3037632
28793
SH
SOLE
0
0
28793
VERIZON COMMUNICATIONS INC
COM
92343V104
2919917
75081
SH
SOLE
0
0
75081
VICTORY PORTFOLIOS II
VCTRYSHS USAA CR
92647N535
4577837
93330
SH
SOLE
0
0
93330
VISA INC
COM CL A
92826C839
2181915
9678
SH
SOLE
0
0
9678
WALMART INC
COM
931142103
2214257
15017
SH
SOLE
0
0
15017
WILLIAMS COS INC
COM
969457100
261275
8750
SH
SOLE
0
0
8750
WISDOMTREE TR
US LARGECAP DIVD
97717W307
2923442
47259
SH
SOLE
0
0
47259
WISDOMTREE TR
US QTLY DIV GRT
97717X669
623137
9996
SH
SOLE
0
0
9996
WISDOMTREE TR
INTL EQUITY FD
97717W703
341546
6868
SH
SOLE
0
0
6868
WP CAREY INC
COM
92936U109
541995
6998
SH
SOLE
0
0
6998
XYLEM INC
COM
98419M100
3863503
36901
SH
SOLE
0
0
36901