17% of Richard W. Allen's disclosed equity book sits in stocks we independently rate Buy — biggest equity positions SCHB & SCHD. Their most recent disclosure: sold ACN, filed 39d after the trade.
Year-end holdings from their latest annual disclosure · 72 holdings · as of 2023
Reported asset value, disclosed ranges · how we built this
254 disclosed trades
Holdings come from Richard W. Allen's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.
Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.
Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.
Source: U.S. House Clerk + U.S. Senate eFD (public records).