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The Analysis of SJBENEN ADVISORY, LLC's Holdings & P&L

Currently, SJBENEN ADVISORY, LLC holds 23 types of securities in its portfolio with a total value $119.7M. In the most recent quarter, they have increased their positions in TLT (+15.2K shares, valued at $1.3M), N/A (+1.9K shares, valued at $1.1M), N/A (+2.1K shares, valued at $1.0M); decreased their positions in SPY (-30.0K shares, valued at $19.5M), VTI (-23.6K shares, valued at $7.6M), ITOT (-47.6K shares, valued at $6.8M); initiated new positions in N/A (+1.9K shares, valued at $1.1M), SCHW (+5.8K shares, valued at $545.1K), VNQ (+2.3K shares, valued at $204.0K).

1M P&L

+2.7M+2.24%

3M P&L

-2.1M-1.66%

HY P&L

-3.5M-2.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A91.5M

78.2%

2Financial Data & Stock Exchanges9.9M

8.5%

3Consumer Electronics4.9M

4.2%

Top Industries by Stock Count

1N/A14 stocks

66.7%

2Consumer Electronics1 stocks

4.8%

3Financial Data & Stock Exchanges1 stocks

4.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T62.7K shares-32.35%2026-03-312026-04-13

IBIT ISHARES BITCOIN TRUST ETF285.6K shares-4.74%2026-03-312026-04-13

COIN COINBASE GLOBAL INC56.9K shares-5.01%2026-03-312026-04-13

TLT ISHARES TR112.4K shares15.64%2026-03-312026-04-13

ITOT ISHARES TR61.5K shares-43.61%2026-03-312026-04-13

VTI VANGUARD INDEX FDS24.6K shares-48.99%2026-03-312026-04-13

AAPL APPLE INC19.2K shares-0.18%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC29.4K shares0.00%2026-03-312026-04-13

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SGOV ISHARES TR35.3K shares-18.20%2026-03-312026-04-13

TSLA TESLA INC8.1K shares0.00%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO9.7K shares6.38%2026-03-312026-04-13

LTPZ PIMCO ETF TR49.1K shares-38.38%2026-03-312026-04-13

IXUS ISHARES TR23.2K shares-27.07%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR76.4K shares-27.31%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F23.5K shares-14.71%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares191.10%2026-03-312026-04-13

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VANGUARD INDEX FDS VANGUARD INDEX FDS1.9K sharesnew addition2026-03-312026-04-13

IVV ISHARES TR1.2K shares-10.98%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP5.8K sharesnew addition2026-03-312026-04-13

IWM ISHARES TR1.4K shares-70.21%2026-03-312026-04-13

BAC-PL BANK AMERICA CORP264 shares0.00%2026-03-312026-04-13

VNQ VANGUARD INDEX FDS2.3K sharesnew addition2026-03-312026-04-13

NRXP NRX PHARMACEUTICALS INC15.0K shares0.00%2026-03-312026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

-32.35%

Shares62.7K

Event2026-03-31

Filed2026-04-13

IBIT

ISHARES BITCOIN TRUST ETF

-4.74%

Shares285.6K

Event2026-03-31

Filed2026-04-13

COIN

COINBASE GLOBAL INC

-5.01%

Shares56.9K

Event2026-03-31

Filed2026-04-13

TLT

ISHARES TR

15.64%

Shares112.4K

Event2026-03-31

Filed2026-04-13

ITOT

ISHARES TR

-43.61%

Shares61.5K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

-48.99%

Shares24.6K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-0.18%

Shares19.2K

Event2026-03-31

Filed2026-04-13

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares29.4K

Event2026-03-31

Filed2026-04-13

SGOV

ISHARES TR

-18.20%

Shares35.3K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

6.38%

Shares9.7K

Event2026-03-31

Filed2026-04-13

LTPZ

PIMCO ETF TR

-38.38%

Shares49.1K

Event2026-03-31

Filed2026-04-13

IXUS

ISHARES TR

-27.07%

Shares23.2K

Event2026-03-31

Filed2026-04-13

SCHB

SCHWAB STRATEGIC TR

-27.31%

Shares76.4K

Event2026-03-31

Filed2026-04-13

VEU

VANGUARD INTL EQUITY INDEX F

-14.71%

Shares23.5K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

191.10%

Shares3.2K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

New

Shares1.9K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

-10.98%

Shares1.2K

Event2026-03-31

Filed2026-04-13

SCHW

SCHWAB CHARLES CORP

New

Shares5.8K

Event2026-03-31

Filed2026-04-13

IWM

ISHARES TR

-70.21%

Shares1.4K

Event2026-03-31

Filed2026-04-13

BAC-PL

BANK AMERICA CORP

0.00%

Shares264

Event2026-03-31

Filed2026-04-13

VNQ

VANGUARD INDEX FDS

New

Shares2.3K

Event2026-03-31

Filed2026-04-13

NRXP

NRX PHARMACEUTICALS INC

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

TLT Put PutISHARES TR11.1K shares98.21%2026-03-312026-04-13

TIP Put PutISHARES TR15.4K shares175.00%2026-03-312026-04-13

IBIT Put PutISHARES BITCOIN TRUST ETF79.2K shares0.00%2026-03-312026-04-13

TSLA Put PutTESLA INC2.5K shares0.00%2026-03-312026-04-13

TLT Put

ISHARES TR

98.21%

Shares11.1K

Event2026-03-31

Filed2026-04-13

TIP Put

ISHARES TR

175.00%

Shares15.4K

Event2026-03-31

Filed2026-04-13

IBIT Put

ISHARES BITCOIN TRUST ETF

0.00%

Shares79.2K

Event2026-03-31

Filed2026-04-13

TSLA Put

TESLA INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-13

SJBENEN ADVISORY, LLC Institutional Holdings, Portfolio & P&L — TradeFomo