The Analysis of L.K. Benson & Company, P.C.'s Holdings
Currently, L.K. Benson & Company, P.C. holds 106 types of securities in its portfolio with a total value $185.5M. In the most recent quarter, they have increased their positions in VOO (+3.7K shares, valued at $2.3M), IVV (+3.2K shares, valued at $2.1M), AAUS (+23.4K shares, valued at $1.3M); decreased their positions in TROW (-8.7K shares, valued at $890.0K), VTV (-1.6K shares, valued at $295.6K), BGC (-23.1K shares, valued at $218.5K); initiated new positions in AAUS (+23.4K shares, valued at $1.3M), EOSE (+77.9K shares, valued at $887.2K), IJH (+4.5K shares, valued at $294.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TROW PRICE T ROWE GROUP INC315.8K shares-2.67%2025-09-302025-11-05
VXUS VANGUARD STAR FDS160.8K shares9.40%2025-09-302025-11-05 VTI VANGUARD INDEX FDS24.1K shares-2.11%2025-09-302025-11-05 HIDE EA SERIES TRUST331.6K shares15.94%2025-09-302025-11-05 BND VANGUARD BD INDEX FDS96.7K shares11.38%2025-09-302025-11-05 SCHF SCHWAB STRATEGIC TR275.5K shares0.16%2025-09-302025-11-05 VOO VANGUARD INDEX FDS9.0K shares69.79%2025-09-302025-11-05 IVV ISHARES TR6.8K shares87.10%2025-09-302025-11-05 VXF VANGUARD INDEX FDS20.8K shares19.31%2025-09-302025-11-05 CAOS EA SERIES TRUST45.2K shares29.96%2025-09-302025-11-05 SCHR SCHWAB STRATEGIC TR158.3K shares27.18%2025-09-302025-11-05 DFUS DIMENSIONAL ETF TRUST54.6K shares0.16%2025-09-302025-11-05 VTEB VANGUARD MUN BD FDS72.7K shares22.89%2025-09-302025-11-05 DFIV DIMENSIONAL ETF TRUST76.6K shares0.58%2025-09-302025-11-05 VV VANGUARD INDEX FDS10.1K shares9.55%2025-09-302025-11-05 VTV VANGUARD INDEX FDS16.7K shares-8.67%2025-09-302025-11-05 AVUV AMERICAN CENTY ETF TR29.9K shares-2.08%2025-09-302025-11-05 SCHA SCHWAB STRATEGIC TR88.8K shares-0.29%2025-09-302025-11-05 AVDE AMERICAN CENTY ETF TR30.3K shares0.17%2025-09-302025-11-05 SCHX SCHWAB STRATEGIC TR85.7K shares0.77%2025-09-302025-11-05 AGG ISHARES TR20.7K shares11.05%2025-09-302025-11-05 FNDF SCHWAB STRATEGIC TR47.9K shares-0.16%2025-09-302025-11-05 VT VANGUARD INTL EQUITY INDEX F11.8K shares-5.05%2025-09-302025-11-05 AVIG AMERICAN CENTY ETF TR38.1K shares24.75%2025-09-302025-11-05 SUB ISHARES TR14.9K shares2.90%2025-09-302025-11-05 DFLV DIMENSIONAL ETF TRUST47.8K shares0.45%2025-09-302025-11-05 AVEM AMERICAN CENTY ETF TR20.8K shares-3.51%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS24.1K shares21.47%2025-09-302025-11-05 AVDV AMERICAN CENTY ETF TR16.0K shares-1.15%2025-09-302025-11-05 SCHP SCHWAB STRATEGIC TR52.8K shares-8.22%2025-09-302025-11-05 BSV VANGUARD BD INDEX FDS17.1K shares-0.99%2025-09-302025-11-05 VNQ VANGUARD INDEX FDS13.9K shares-0.21%2025-09-302025-11-05 AAUS EA SERIES TRUST23.4K sharesnew addition2025-09-302025-11-05 WMT WALMART INC12.2K shares0.00%2025-09-302025-11-05 DFAT DIMENSIONAL ETF TRUST20.2K shares14.97%2025-09-302025-11-05 SCHB SCHWAB STRATEGIC TR45.3K shares1.27%2025-09-302025-11-05 MTB M & T BK CORP5.8K shares0.23%2025-09-302025-11-05 SCHE SCHWAB STRATEGIC TR34.2K shares-0.77%2025-09-302025-11-05 ITOT ISHARES TR7.8K shares1.11%2025-09-302025-11-05 AVMU AMERICAN CENTY ETF TR23.9K shares-3.08%2025-09-302025-11-05 VB VANGUARD INDEX FDS4.2K shares10.17%2025-09-302025-11-05 QVAL EA SERIES TRUST22.2K shares10.45%2025-09-302025-11-05 VCRM VANGUARD MUN BD FDS13.1K shares8.48%2025-09-302025-11-05 QMOM EA SERIES TRUST14.9K shares11.87%2025-09-302025-11-05 AAPL APPLE INC3.7K shares0.00%2025-09-302025-11-05 MUB ISHARES TR8.6K shares4.48%2025-09-302025-11-05 EOSE EOS ENERGY ENTERPRISES INC77.9K sharesnew addition2025-09-302025-11-05 VTIP VANGUARD MALVERN FDS17.5K shares0.33%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR1.3K shares0.00%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F15.6K shares0.18%2025-09-302025-11-05 SMMD ISHARES TR11.1K shares-5.08%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS2.9K shares0.00%2025-09-302025-11-05 FLOT ISHARES TR16.0K shares1.24%2025-09-302025-11-05 BNDX VANGUARD CHARLOTTE FDS14.6K shares0.00%2025-09-302025-11-05 SMMU PIMCO ETF TR14.1K shares0.28%2025-09-302025-11-05 FNDX SCHWAB STRATEGIC TR26.6K shares0.38%2025-09-302025-11-05 MSFT MICROSOFT CORP1.3K shares-17.40%2025-09-302025-11-05 VCRB VANGUARD MALVERN FDS8.6K shares13.18%2025-09-302025-11-05 VGSH VANGUARD SCOTTSDALE FDS11.3K shares0.70%2025-09-302025-11-05 FRDM EA SERIES TRUST14.7K shares3.31%2025-09-302025-11-05 AVUS AMERICAN CENTY ETF TR5.7K shares2.94%2025-09-302025-11-05 BBCA J P MORGAN EXCHANGE TRADED F7.0K shares0.00%2025-09-302025-11-05 BOND PIMCO ETF TR6.2K shares5.01%2025-09-302025-11-05 FALN ISHARES TR20.1K shares-14.92%2025-09-302025-11-05 IVAL EA SERIES TRUST17.9K shares11.85%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares-2.22%2025-09-302025-11-05 VO VANGUARD INDEX FDS1.8K shares0.23%2025-09-302025-11-05 NMRK NEWMARK GROUP INC27.7K shares0.00%2025-09-302025-11-05 VTES VANGUARD WELLINGTON FD5.1K shares0.50%2025-09-302025-11-05 IMOM EA SERIES TRUST14.1K shares11.99%2025-09-302025-11-05 SHM SPDR SERIES TRUST10.5K shares0.06%2025-09-302025-11-05 VIG VANGUARD SPECIALIZED FUNDS2.3K shares-17.13%2025-09-302025-11-05 XOM EXXON MOBIL CORP4.4K shares0.00%2025-09-302025-11-05 IWP ISHARES TR3.3K shares0.00%2025-09-302025-11-05 DFSV DIMENSIONAL ETF TRUST13.5K shares64.22%2025-09-302025-11-05 SHY ISHARES TR5.2K shares0.10%2025-09-302025-11-05 ABBV ABBVIE INC1.8K shares-3.94%2025-09-302025-11-05 VYM VANGUARD WHITEHALL FDS3.0K shares3.87%2025-09-302025-11-05 AMLP ALPS ETF TR8.9K shares0.00%2025-09-302025-11-05 BOXX EA SERIES TRUST3.6K shares0.73%2025-09-302025-11-05 DFAI DIMENSIONAL ETF TRUST11.2K shares60.26%2025-09-302025-11-05 SCHO SCHWAB STRATEGIC TR16.3K shares10.69%2025-09-302025-11-05 GLD SPDR GOLD TR1.1K shares0.00%2025-09-302025-11-05 DFAE DIMENSIONAL ETF TRUST11.6K shares0.71%2025-09-302025-11-05 ABT ABBOTT LABS2.6K shares0.00%2025-09-302025-11-05 LRGF ISHARES TR5.0K shares0.12%2025-09-302025-11-05 GOOG ALPHABET INC1.3K shares0.00%2025-09-302025-11-05 DFAU DIMENSIONAL ETF TRUST7.0K shares0.04%2025-09-302025-11-05 SGOV ISHARES TR3.1K shares24.72%2025-09-302025-11-05 IJH ISHARES TR4.5K sharesnew addition2025-09-302025-11-05 JNJ JOHNSON & JOHNSON1.5K shares0.00%2025-09-302025-11-05 TBUX T ROWE PRICE ETF INC5.6K shares0.00%2025-09-302025-11-05 RLY SSGA ACTIVE ETF TR8.9K shares-2.57%2025-09-302025-11-05 FTLS FIRST TR EXCH TRADED FD III3.8K shares0.00%2025-09-302025-11-05 MUNI PIMCO ETF TR4.7K shares0.86%2025-09-302025-11-05 KO COCA COLA CO3.7K shares-6.08%2025-09-302025-11-05 EFA ISHARES TR2.5K shares0.00%2025-09-302025-11-05 BA BOEING CO1.1K shares0.00%2025-09-302025-11-05 VUG VANGUARD INDEX FDS485 shares0.00%2025-09-302025-11-05 BGC BGC GROUP INC24.0K shares-49.00%2025-09-302025-11-05 DFAC DIMENSIONAL ETF TRUST5.7K sharesnew addition2025-09-302025-11-05 IJR ISHARES TR1.8K sharesnew addition2025-09-302025-11-05 XLE SELECT SECTOR SPDR TR2.3K sharesnew addition2025-09-302025-11-05 VBK VANGUARD INDEX FDS673 sharesnew addition2025-09-302025-11-05 TAIL CAMBRIA ETF TR14.4K sharesnew addition2025-09-302025-11-05 HYT BLACKROCK CORPOR HI YLD FD I14.0K shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available