SJBENEN ADVISORY, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SA SJBENEN ADVISORY, LLC | Institutional Filer | ▲ 29.42% | $108.8M | 22 |
Current Portfolio Holdings
Showing all 22 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 63K | $40.7M | 37.45% |
| 2 | COIN | Coinbase Global, Inc. | Financial Services | 57K | $9.9M | 9.13% |
| 3 | TLT | ISHARES TR | — | 124K | $9.8M | 9.00% |
| 4 | ITOT | ISHARES TR | — | 61K | $8.8M | 8.05% |
| 5 | VTI | VANGUARD INDEX FDS | — | 25K | $7.9M | 7.24% |
| 6 | AAPL | Apple Inc. | Technology | 19K | $4.9M | 4.48% |
| 7 | PLTR | Palantir Technologies Inc. | Technology | 29K | $4.3M | 3.96% |
| 8 | SGOV | ISHARES TR | — | 35K | $3.6M | 3.27% |
| 9 | TSLA | Tesla, Inc. | Consumer Cyclical | 11K | $3.0M | 2.77% |
| 10 | JPM | JPMorgan Chase & Co. | Financial Services | 10K | $2.9M | 2.62% |
| 11 | LTPZ | PIMCO ETF TR | — | 49K | $2.5M | 2.30% |
| 12 | IXUS | ISHARES TR | — | 23K | $2.0M | 1.85% |
| 13 | SCHB | SCHWAB STRATEGIC TR | — | 76K | $1.9M | 1.76% |
| 14 | VEU | VANGUARD INTL EQUITY INDEX F | — | 23K | $1.8M | 1.62% |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 3K | $1.6M | 1.43% |
Showing 1 to 15 of 22 holdings