# EDGAR Filing Document

**Accession Number:** 0001601384
**File Stem:** 0001601384-23-000001
**Filing Date:** 2023-2
**Character Count:** 7875
**Document Hash:** dcb5e283d835006f1d1bf9d0c802ef34
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001601384-23-000001.hdr.sgml**: 20230203

**ACCESSION NUMBER**: 0001601384-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230203

**DATE AS OF CHANGE**: 20230203

**EFFECTIVENESS DATE**: 20230203

**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:** 23584990

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Allen Capital Group LLC<br>**Address:** 3032 WEST STOLLEY PARK RD<br>GRAND ISLAND, NE 68801

**Form 13F File Number:** 028-18371

**CRD Number (if applicable):** 000135879

**SEC File Number (if applicable):** 801-64514

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Mark Allen<br>**Title:** Chief Compliance Officer<br>**Phone:** 308-385-1500

**Signature, Place, and Date of Signing:**

Mark Allen  Grand Island, NE  02-03-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 191

**Form 13F Information Table Value Total:** $480123191

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON INC | COM | 023135106 |  | 405468 | 4827 | SH |  | SOLE |  | 0 | 0 | 4827 |
| APPLE INC | COM | 037833100 |  | 3360124 | 25861 | SH |  | SOLE |  | 0 | 0 | 25861 |
| CHEVRON CORP NEW COM | COM | 166764100 |  | 566904 | 3158 | SH |  | SOLE |  | 0 | 0 | 3158 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 10820146 | 142127 | SH |  | SOLE |  | 0 | 0 | 142127 |
| HOME DEPOT INC COM | COM | 437076102 |  | 238777 | 756 | SH |  | SOLE |  | 0 | 0 | 755 |
| ISHARES TR | CORE S 500 ETF | 464287200 |  | 1708278 | 4446 | SH |  | SOLE |  | 0 | 0 | 4446 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 15516630 | 159982 | SH |  | SOLE |  | 0 | 0 | 159981 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 848791 | 12931 | SH |  | SOLE |  | 0 | 0 | 12931 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1115677 | 4612 | SH |  | SOLE |  | 0 | 0 | 4612 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 3635739 | 26219 | SH |  | SOLE |  | 0 | 0 | 26218 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 396080 | 4185 | SH |  | SOLE |  | 0 | 0 | 4185 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 1035505 | 9931 | SH |  | SOLE |  | 0 | 0 | 9931 |
| ISHARES TR | AGGRES ALLOC ETF | 464289859 |  | 2364856 | 39579 | SH |  | SOLE |  | 0 | 0 | 39579 |
| ISHARES TR | MODERT ALLOC ETF | 464289875 |  | 448328 | 11795 | SH |  | SOLE |  | 0 | 0 | 11795 |
| ISHARES TR | CONSER ALLOC ETF | 464289883 |  | 3407702 | 101390 | SH |  | SOLE |  | 0 | 0 | 101389 |
| MARSH  MCLENNAN COS | INC | 571748102 |  | 568589 | 3436 | SH |  | SOLE |  | 0 | 0 | 3436 |
| MICROSOFT CORP | COM | 594918104 |  | 724780 | 3022 | SH |  | SOLE |  | 0 | 0 | 3022 |
| SCHWAB STRATEGIC TR | SCHWB FDT INTL LG | 808524755 |  | 510992 | 17578 | SH |  | SOLE |  | 0 | 0 | 17578 |
| STARBUCKS CORP | COM | 855244109 |  | 220736 | 2225 | SH |  | SOLE |  | 0 | 0 | 2225 |
| VANGUARD BD INDEX FDS | SHORT TRM BND | 921937827 |  | 4685404 | 62240 | SH |  | SOLE |  | 0 | 0 | 62239 |
| VANGUARD BD INDEX FDS | TOTAL BD MRKT | 921937835 |  | 638235 | 8884 | SH |  | SOLE |  | 0 | 0 | 8884 |
| VANGUARD TAX-MANATGED INTL FD | FTSE DEV MKT ETF | 921943858 |  | 3329867 | 79339 | SH |  | SOLE |  | 0 | 0 | 79339 |
| VANGUARD MALVERN FDS | STRM INFOPRO IDX | 922020805 |  | 233625 | 2159 | SH |  | SOLE |  | 0 | 0 | 2159 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 10822053 | 231686 | SH |  | SOLE |  | 0 | 0 | 231686 |
| VANGUARD INTL EQUITY INDEX FD | FTSE EMR MKT ETF | 922042858 |  | 9013051 | 179758 | SH |  | SOLE |  | 0 | 0 | 179757 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 3708603 | 95141 | SH |  | SOLE |  | 0 | 0 | 95141 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 289517 | 5850 | SH |  | SOLE |  | 0 | 0 | 5850 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 447959 | 1275 | SH |  | SOLE |  | 0 | 0 | 1275 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 1394747 | 16910 | SH |  | SOLE |  | 0 | 0 | 16910 |
| VANGUARD VALUE ETF | ETF | 922908744 |  | 218307 | 1253 | SH |  | SOLE |  | 0 | 0 | 1253 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 320745 | 2285 | SH |  | SOLE |  | 0 | 0 | 2285 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 |  | 1234705 | 6458 | SH |  | SOLE |  | 0 | 0 | 6458 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 572236 | 2149 | SH |  | SOLE |  | 0 | 0 | 2149 |
| ALPHABET INC CAP STK | CL C | 02079K107 |  | 224753 | 2533 | SH |  | SOLE |  | 0 | 0 | 2533 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 406446 | 4607 | SH |  | SOLE |  | 0 | 0 | 4606 |
| COSTCO WHSL CORP NEW COM | COM | 22160K105 |  | 228339 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| FLEXSHARES TR | IBOXX 5YR TRGT | 33939L605 |  | 6967974 | 295003 | SH |  | SOLE |  | 0 | 0 | 295003 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 231226 | 1637 | SH |  | SOLE |  | 0 | 0 | 1637 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 840740 | 8671 | SH |  | SOLE |  | 0 | 0 | 8671 |
| PIMCO ETF TR | 1-5 US TIP IDX | 72201R205 |  | 6226868 | 124862 | SH |  | SOLE |  | 0 | 0 | 124862 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 1188831 | 12051 | SH |  | SOLE |  | 0 | 0 | 12051 |

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