The Analysis of BENNINGFIELD FINANCIAL ADVISORS, LLC's Holdings
Currently, BENNINGFIELD FINANCIAL ADVISORS, LLC holds 18 types of securities in its portfolio with a total value $127.8M. In the most recent quarter, they have increased their positions in IEF (+7.6K shares, valued at $727.8K), VTIP (+12.8K shares, valued at $633.2K), AVUV (+5.4K shares, valued at $555.4K); decreased their positions in PLTR (-10.0K shares, valued at $1.8M), BSVO (-15.1K shares, valued at $352.2K), QUAL (-1.0K shares, valued at $206.2K); initiated new positions in VXUS (+3.6K shares, valued at $274.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUV DIMENSIONAL ETF TRUST505.2K shares0.25%2025-12-312026-01-27
VTIP VANGUARD MALVERN FDS398.3K shares3.32%2025-12-312026-01-27 PLTR PALANTIR TECHNOLOGIES INC107.3K shares-8.52%2025-12-312026-01-27 IEF ISHARES TR194.4K shares4.05%2025-12-312026-01-27 VTI VANGUARD INDEX FDS47.3K shares1.28%2025-12-312026-01-27 BSVO EA SERIES TRUST541.3K shares-2.72%2025-12-312026-01-27 AVUV AMERICAN CENTY ETF TR57.2K shares10.52%2025-12-312026-01-27 DFIV DIMENSIONAL ETF TRUST95.7K shares-2.73%2025-12-312026-01-27 VTV VANGUARD INDEX FDS11.4K shares4.30%2025-12-312026-01-27 VGIT VANGUARD SCOTTSDALE FDS35.8K shares0.00%2025-12-312026-01-27 QUAL ISHARES TR6.8K shares-13.33%2025-12-312026-01-27 DFAT DIMENSIONAL ETF TRUST7.2K shares0.00%2025-12-312026-01-27 IVLU ISHARES TR8.1K shares-3.43%2025-12-312026-01-27 VWO VANGUARD INTL EQUITY INDEX F5.4K shares0.00%2025-12-312026-01-27 VXUS VANGUARD STAR FDS3.6K sharesnew addition2025-12-312026-01-27 DFAS DIMENSIONAL ETF TRUST3.4K shares0.00%2025-12-312026-01-27 CAT CATERPILLAR INC400 shares-20.00%2025-12-312026-01-27 IJS ISHARES TR2.0K shares0.00%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available