Benson Investment Management Company, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BI Benson Investment Management Company, Inc. | Institutional Filer | ▼ 96.07% | $11.3M | 7 |
Current Portfolio Holdings
Showing all 7 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | — | 151K | $3.9M | 34.32% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | — | 96K | $3.8M | 33.37% |
| 3 | DISV | DIMENSIONAL ETF TRUST | — | 43K | $1.7M | 14.93% |
| 4 | WFCPRL | WELLS FARGO & CO | — | 615 | $710K | 6.31% |
| 5 | BACPRL | BANK AMERICA CORP | — | 475 | $566K | 5.02% |
| 6 | SPY | SPDR S&P 500 ETF Trust | — | 569 | $370K | 3.28% |
| 7 | VOO | VANGUARD INDEX FDS | — | 521 | $311K | 2.76% |
Showing 1 to 7 of 7 holdings