Mga Batayang Estadistika
Nilai Portofolio $ 162,819,974
Posisi Saat Ini 99
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

L.K. Benson & Company, P.C. telah mengungkapkan total kepemilikan 99 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 162,819,974 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama L.K. Benson & Company, P.C. adalah T. Rowe Price Group, Inc. (US:TROW) , Vanguard STAR Funds - Vanguard Total International Stock ETF (US:VXUS) , Vanguard Index Funds - Vanguard Total Stock Market ETF (US:VTI) , EA Series Trust - Alpha Architect High Inflation and Deflation ETF (US:HIDE) , and Vanguard Bond Index Funds - Vanguard Total Bond Market ETF (US:BND) . Posisi baru L.K. Benson & Company, P.C. meliputi: Vanguard Municipal Bond Funds - Vanguard Core Tax-Exempt Bond ETF (US:VCRM) , iShares Trust - iShares 0-3 Month Treasury Bond ETF (US:SGOV) , The Boeing Company (US:BA) , Amazon.com, Inc. (US:AMZN) , and .

L.K. Benson & Company, P.C. - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.03 3.09 1.8956 0.6289
0.01 0.89 0.5476 0.5476
0.29 6.52 4.0038 0.5449
0.15 10.16 6.2379 0.4364
0.00 2.25 1.3836 0.3739
0.02 7.49 4.5992 0.3543
0.09 6.39 3.9249 0.3513
0.01 3.01 1.8488 0.2540
0.12 3.11 1.9130 0.2236
0.06 2.90 1.7808 0.2223
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.32 31.32 19.2331 -1.3757
0.03 1.27 0.7806 -0.3264
0.02 1.10 0.6782 -0.3051
0.02 3.23 1.9840 -0.2303
0.02 1.85 1.1351 -0.1959
0.01 0.50 0.3086 -0.1413
0.00 0.52 0.3222 -0.1288
0.01 1.24 0.7597 -0.1235
0.01 1.54 0.9473 -0.1046
0.00 0.76 0.4688 -0.1034
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-23 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
TROW / T. Rowe Price Group, Inc. 0.32 0.18 31.32 5.23 19.2331 -1.3757
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF 0.15 8.97 10.16 21.24 6.2379 0.4364
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.02 10.47 7.49 22.17 4.5992 0.3543
HIDE / EA Series Trust - Alpha Architect High Inflation and Deflation ETF 0.29 30.54 6.52 30.51 4.0038 0.5449
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.09 23.54 6.39 23.84 3.9249 0.3513
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.28 -0.22 6.08 11.48 3.7333 -0.0423
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0.05 -0.01 3.65 10.80 2.2433 -0.0393
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.02 2.57 3.36 14.76 2.0629 0.0360
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 0.08 1.11 3.26 10.02 2.0035 -0.0497
VTV / Vanguard Index Funds - Vanguard Value ETF 0.02 -1.26 3.23 1.03 1.9840 -0.2303
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF 0.12 26.81 3.11 27.68 1.9130 0.2236
CAOS / EA Series Trust - Alpha Architect Tail Risk ETF 0.03 67.05 3.09 68.73 1.8956 0.6289
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.01 18.25 3.01 30.76 1.8488 0.2540
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.06 30.38 2.90 28.84 1.7808 0.2223
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.03 1.75 2.79 6.34 1.7109 -0.1030
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.01 3.35 2.64 14.74 1.6210 0.0279
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.09 0.13 2.25 8.11 1.3839 -0.0592
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 39.81 2.25 54.46 1.3836 0.3739
AVDE / American Century ETF Trust - Avantis International Equity ETF 0.03 -1.28 2.24 10.24 1.3758 -0.0314
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.09 0.31 2.08 11.01 1.2760 -0.0197
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.05 -1.38 1.92 9.21 1.1804 -0.0383
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.02 -4.12 1.85 -3.85 1.1351 -0.1959
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.01 2.35 1.59 13.45 0.9795 0.0060
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.01 0.83 1.54 1.51 0.9473 -0.1046
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF 0.06 30.14 1.53 29.12 0.9425 0.1195
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 0.02 0.97 1.48 15.03 0.9077 0.0179
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF 0.05 0.47 1.47 1.94 0.9058 -0.0960
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.02 15.50 1.36 16.17 0.8341 0.0241
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF 0.02 -0.50 1.28 13.15 0.7874 0.0026
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF 0.03 -20.94 1.27 -20.53 0.7806 -0.3264
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.01 -1.41 1.24 -3.06 0.7597 -0.1235
WMT / Walmart Inc. 0.01 0.00 1.20 11.37 0.7342 -0.0090
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.02 26.31 1.13 41.60 0.6945 0.1418
MTB / M&T Bank Corporation 0.01 28.97 1.12 40.05 0.6873 0.1336
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf 0.02 -20.96 1.10 -22.20 0.6782 -0.3051
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.04 0.39 1.07 11.17 0.6544 -0.0096
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.03 0.08 1.04 9.49 0.6376 -0.0195
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.01 1.88 1.04 12.84 0.6370 0.0001
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 0.02 -5.06 0.95 -0.53 0.5814 -0.0776
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 -0.58 0.90 6.16 0.5508 -0.0338
VCRM / Vanguard Municipal Bond Funds - Vanguard Core Tax-Exempt Bond ETF 0.01 0.89 0.5476 0.5476
QVAL / EA Series Trust - Alpha Architect U.S. Quantitative Value ETF 0.02 38.80 0.89 43.20 0.5438 0.1158
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF 0.02 0.19 0.87 0.92 0.5370 -0.0629
QMOM / EA Series Trust - Alpha Architect U.S. Quantitative Momentum ETF 0.01 46.88 0.87 60.56 0.5330 0.1590
MUB / iShares Trust - iShares National Muni Bond ETF 0.01 0.00 0.86 -0.93 0.5262 -0.0725
IBM / International Business Machines Corporation 0.00 0.00 0.85 18.45 0.5250 0.0257
SPY / SPDR S&P 500 ETF 0.00 0.00 0.82 10.54 0.5024 -0.0105
FLOT / iShares Trust - iShares Floating Rate Bond ETF 0.02 -1.92 0.81 -1.95 0.4946 -0.0743
SMMD / iShares Trust - iShares Russell 2500 ETF 0.01 0.80 0.80 9.35 0.4884 -0.0156
MSFT / Microsoft Corporation 0.00 0.00 0.79 32.50 0.4864 0.0725
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.02 -3.26 0.77 5.64 0.4721 -0.0314
AAPL / Apple Inc. 0.00 0.00 0.76 -7.63 0.4688 -0.1034
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.01 19.80 0.72 21.51 0.4443 0.0320
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund 0.01 0.26 0.70 0.57 0.4323 -0.0524
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF 0.01 0.73 0.66 0.92 0.4048 -0.0476
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF 0.03 0.64 0.65 4.66 0.3999 -0.0311
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF 0.02 1.22 0.64 2.56 0.3938 -0.0392
VCRB / Vanguard Core Bond Fund 0.01 36.40 0.59 36.66 0.3619 0.0634
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 -16.87 0.58 -12.18 0.3544 -0.1011
FRDM / EA Series Trust - Freedom 100 Emerging Markets ETF 0.01 17.03 0.57 34.82 0.3525 0.0578
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF 0.01 0.00 0.56 12.80 0.3469 0.0001
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF 0.01 0.97 0.56 10.28 0.3428 -0.0080
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 0.01 24.75 0.55 24.55 0.3367 0.0316
BRK.B / Berkshire Hathaway Inc. 0.00 -11.69 0.52 -19.51 0.3222 -0.1288
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF 0.01 0.48 0.51 0.99 0.3121 -0.0366
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF 0.01 -23.03 0.50 -22.65 0.3086 -0.1413
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.00 -4.40 0.49 3.36 0.3027 -0.0272
BGC / BGC Group, Inc. 0.05 -15.22 0.48 -5.30 0.2962 -0.0569
XOM / Exxon Mobil Corporation 0.00 37.38 0.47 24.40 0.2886 0.0273
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.00 0.00 0.46 17.99 0.2820 0.0126
IVAL / EA Series Trust - Alpha Architect International Quantitative Value ETF 0.02 32.77 0.45 45.13 0.2748 0.0610
AMLP / ALPS ETF Trust - Alerian MLP ETF 0.01 3.85 0.43 -2.26 0.2661 -0.0410
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.01 0.10 0.43 0.24 0.2622 -0.0327
IMOM / EA Series Trust - Alpha Architect International Quantitative Momentum ETF 0.01 31.79 0.43 58.96 0.2618 0.0757
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF 0.00 2.67 0.40 3.61 0.2473 -0.0214
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.00 4.33 0.38 7.91 0.2350 -0.0106
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.01 1.05 0.36 1.42 0.2200 -0.0251
ABBV / AbbVie Inc. 0.00 -2.56 0.35 -13.48 0.2168 -0.0664
ABT / Abbott Laboratories 0.00 -11.13 0.35 -8.90 0.2142 -0.0508
NMRK / Newmark Group, Inc. 0.03 0.00 0.34 -0.30 0.2067 -0.0267
GLD / SPDR Gold Trust 0.00 -12.09 0.33 -6.96 0.2056 -0.0436
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 0.01 0.76 0.33 12.93 0.2040 -0.0001
LRGF / iShares Trust - iShares U.S. Equity Factor ETF 0.00 0.14 0.32 10.84 0.1953 -0.0032
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF 0.01 -2.67 0.30 7.25 0.1820 -0.0093
TBUX / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 0.01 0.00 0.28 0.36 0.1702 -0.0213
KO / The Coca-Cola Company 0.00 0.00 0.28 -1.43 0.1701 -0.0240
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF 0.01 0.37 0.27 2.32 0.1632 -0.0167
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 0.00 0.00 0.25 3.72 0.1543 -0.0139
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0.00 0.25 0.1526 0.1526
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF 0.01 8.01 0.24 19.80 0.1489 0.0085
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF 0.01 8.03 0.24 13.15 0.1482 0.0002
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 0.00 0.82 0.24 0.84 0.1474 -0.0181
GOOG / Alphabet Inc. 0.00 0.00 0.24 13.40 0.1458 0.0010
JNJ / Johnson & Johnson 0.00 0.00 0.23 -7.97 0.1422 -0.0319
BA / The Boeing Company 0.00 0.23 0.1399 0.1399
EFA / iShares Trust - iShares MSCI EAFE ETF 0.00 0.00 0.23 9.66 0.1396 -0.0043
AMZN / Amazon.com, Inc. 0.00 0.22 0.1325 0.1325
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -22.65 0.21 -8.62 0.1306 -0.0304
HYT / BlackRock Corporate High Yield Fund, Inc. 0.01 12.32 0.14 14.29 0.0840 0.0012
MKL / Markel Group Inc. 0.00 -100.00 0.00 0.0000
PG / The Procter & Gamble Company 0.00 -100.00 0.00 0.0000
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000