L.K. Benson & Company, P.C. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LB L.K. Benson & Company, P.C. | Institutional Filer | ▲ 51.80% | $302.5M | 113 |
Current Portfolio Holdings
Showing all 113 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TROW | T. Rowe Price Group, Inc. | Financial Services | 1.4M | $126.1M | 41.68% |
| 2 | VXUS | VANGUARD STAR FDS | — | 167K | $12.9M | 4.26% |
| 3 | HIDE | EA SERIES TRUST | — | 471K | $11.3M | 3.74% |
| 4 | VTI | VANGUARD INDEX FDS | — | 29K | $9.4M | 3.09% |
| 5 | BND | VANGUARD BD INDEX FDS | — | 107K | $7.8M | 2.59% |
| 6 | SCHR | SCHWAB STRATEGIC TR | — | 289K | $7.2M | 2.38% |
| 7 | CAOS | EA SERIES TRUST | — | 77K | $7.0M | 2.31% |
| 8 | SCHF | SCHWAB STRATEGIC TR | — | 271K | $6.7M | 2.22% |
| 9 | VOO | VANGUARD INDEX FDS | — | 8K | $4.6M | 1.54% |
| 10 | VXF | VANGUARD INDEX FDS | — | 21K | $4.4M | 1.44% |
| 11 | DFIV | DIMENSIONAL ETF TRUST | — | 77K | $4.1M | 1.35% |
| 12 | IVV | ISHARES TR | — | 6K | $4.0M | 1.31% |
| 13 | DFUS | DIMENSIONAL ETF TRUST | — | 55K | $3.9M | 1.28% |
| 14 | VTEB | VANGUARD MUN BD FDS | — | 76K | $3.8M | 1.25% |
| 15 | VV | VANGUARD INDEX FDS | — | 12K | $3.5M | 1.16% |
Showing 1 to 15 of 113 holdings