Filer Name: L.K. BENSON & COMPANY, P.C.
CIK: 2055235
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 95
Portfolio Value: $0.14B

L.K. Benson & Company, P.C. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
TROW US T ROWE PRICE GROUP INC 324,020 $37M 25.83% - -
VXUS US VANGUARD TOTAL INTL STOCK 122,515 $7M 5.09% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 19,143 $6M 3.91% - -
SCHF US SCHWAB INTL EQUITY ETF 277,427 $5M 3.62% - -
BND US VANGUARD TOTAL BOND MARKET 55,389 $4M 2.81% - -
DFUS US DIMENSIONAL US EQ MKT ETF 56,706 $4M 2.55% - -
HIDE US ALPHA ARC HIGH INF & DEF ETF 155,505 $3M 2.44% - -
VTV US VANGUARD VALUE ETF 20,232 $3M 2.41% - -
VXF US VANGUARD EXTENDED MARKET ETF 17,240 $3M 2.31% - -
AVUV US AVANTIS US SMALL CAP VALUE 30,445 $3M 2.07% - -
DFIV US DIMENSIONAL INTERNATIONAL VA 74,486 $3M 1.86% - -
VOO US VANGUARD S&P 500 ETF 4,468 $2M 1.70% - -
VV US VANGUARD LARGE-CAP ETF 8,636 $2M 1.64% - -
SCHA US SCHWAB US SMALL-CAP ETF 88,865 $2M 1.62% - -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 40,383 $2M 1.43% - -
SCHX US SCHWAB US LARGE-CAP ETF 85,032 $2M 1.39% - -
AVDE US AVANTIS INTERNATIONAL EQUITY 31,667 $2M 1.37% - -
AGG US ISHARES CORE U.S. AGGREGATE 19,364 $2M 1.32% - -
FNDF US SCHWAB FNDMN INTL LRG CO ETF 49,156 $2M 1.15% - -
AVIG US AVANTIS CORE FIXED INCOME 38,499 $2M 1.10% - -
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