The Analysis of L.K. Benson & Company, P.C.'s Holdings
Currently, L.K. Benson & Company, P.C. holds 112 types of securities in its portfolio with a total value $199.3M. In the most recent quarter, they have increased their positions in HIDE (+99.5K shares, valued at $2.3M), CAOS (+24.5K shares, valued at $2.2M), SCHR (+66.9K shares, valued at $1.7M); decreased their positions in TROW (-9.6K shares, valued at $980.2K), N/A (-1.3K shares, valued at $800.8K), IVV (-770 shares, valued at $527.4K); initiated new positions in IWR (+4.8K shares, valued at $460.7K), JPM (+1.3K shares, valued at $426.8K), N/A (+558 shares, valued at $342.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TROW PRICE T ROWE GROUP INC306.3K shares-3.03%2025-12-312026-02-06
VXUS VANGUARD STAR FDS163.7K shares1.79%2025-12-312026-02-06 HIDE EA SERIES TRUST431.1K shares30.00%2025-12-312026-02-06 VTI VANGUARD INDEX FDS25.9K shares7.50%2025-12-312026-02-06 BND VANGUARD BD INDEX FDS96.6K shares-0.07%2025-12-312026-02-06 SCHF SCHWAB STRATEGIC TR272.8K shares-0.98%2025-12-312026-02-06 CAOS EA SERIES TRUST69.6K shares54.18%2025-12-312026-02-06 SCHR SCHWAB STRATEGIC TR225.2K shares42.29%2025-12-312026-02-06 VXF VANGUARD INDEX FDS19.7K shares-5.10%2025-12-312026-02-06 IVV ISHARES TR6.0K shares-11.34%2025-12-312026-02-06 DFUS DIMENSIONAL ETF TRUST54.7K shares0.14%2025-12-312026-02-06 VTEB VANGUARD MUN BD FDS78.2K shares7.61%2025-12-312026-02-06 DFIV DIMENSIONAL ETF TRUST77.0K shares0.48%2025-12-312026-02-06 VV VANGUARD INDEX FDS10.8K shares6.88%2025-12-312026-02-06 VTV VANGUARD INDEX FDS16.3K shares-2.19%2025-12-312026-02-06 AVUV AMERICAN CENTY ETF TR30.2K shares0.78%2025-12-312026-02-06 AVDE AMERICAN CENTY ETF TR31.4K shares3.67%2025-12-312026-02-06 SCHA SCHWAB STRATEGIC TR88.9K shares0.06%2025-12-312026-02-06 SCHX SCHWAB STRATEGIC TR85.0K shares-0.81%2025-12-312026-02-06 AGG ISHARES TR22.7K shares9.95%2025-12-312026-02-06 FNDF SCHWAB STRATEGIC TR48.1K shares0.38%2025-12-312026-02-06 VEA VANGUARD TAX-MANAGED FDS30.7K shares27.62%2025-12-312026-02-06 VT VANGUARD INTL EQUITY INDEX F12.9K shares9.62%2025-12-312026-02-06 QVAL EA SERIES TRUST33.9K shares52.48%2025-12-312026-02-06 SUB ISHARES TR15.4K shares3.46%2025-12-312026-02-06 DFLV DIMENSIONAL ETF TRUST47.9K shares0.39%2025-12-312026-02-06 AVIG AMERICAN CENTY ETF TR38.5K shares1.18%2025-12-312026-02-06 AVEM AMERICAN CENTY ETF TR20.4K shares-1.74%2025-12-312026-02-06 QMOM EA SERIES TRUST24.1K shares60.96%2025-12-312026-02-06 WMT WALMART INC13.4K shares9.78%2025-12-312026-02-06 AVDV AMERICAN CENTY ETF TR15.6K shares-2.17%2025-12-312026-02-06 AAPL APPLE INC4.9K shares30.83%2025-12-312026-02-06 AAUS EA SERIES TRUST23.4K shares0.00%2025-12-312026-02-06 BSV VANGUARD BD INDEX FDS16.3K shares-4.65%2025-12-312026-02-06 SCHP SCHWAB STRATEGIC TR48.3K shares-8.53%2025-12-312026-02-06 DFAT DIMENSIONAL ETF TRUST20.2K shares0.32%2025-12-312026-02-06 SCHB SCHWAB STRATEGIC TR45.2K shares-0.13%2025-12-312026-02-06 ITOT ISHARES TR7.8K shares1.03%2025-12-312026-02-06 SCHE SCHWAB STRATEGIC TR34.8K shares1.95%2025-12-312026-02-06 VNQ VANGUARD INDEX FDS12.6K shares-8.92%2025-12-312026-02-06 AVMU AMERICAN CENTY ETF TR24.1K shares0.77%2025-12-312026-02-06 VB VANGUARD INDEX FDS4.2K shares0.07%2025-12-312026-02-06 MTB M & T BK CORP5.2K shares-10.88%2025-12-312026-02-06 VCRM VANGUARD MUN BD FDS13.4K shares1.89%2025-12-312026-02-06 MSFT MICROSOFT CORP2.0K shares53.76%2025-12-312026-02-06 VTIP VANGUARD MALVERN FDS19.6K shares12.12%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR1.3K shares0.00%2025-12-312026-02-06 FRDM EA SERIES TRUST17.6K shares19.75%2025-12-312026-02-06 BNDX VANGUARD CHARLOTTE FDS18.3K shares25.51%2025-12-312026-02-06 IVAL EA SERIES TRUST27.9K shares55.43%2025-12-312026-02-06 IMOM EA SERIES TRUST22.9K shares62.84%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F15.6K shares0.18%2025-12-312026-02-06 SMMD ISHARES TR11.1K shares0.07%2025-12-312026-02-06 EOSE EOS ENERGY ENTERPRISES INC72.0K shares-7.57%2025-12-312026-02-06 FLOT ISHARES TR16.2K shares1.28%2025-12-312026-02-06 MUB ISHARES TR7.6K shares-10.94%2025-12-312026-02-06 IBM INTERNATIONAL BUSINESS MACHS2.6K shares-9.66%2025-12-312026-02-06 SHY ISHARES TR9.3K shares81.19%2025-12-312026-02-06 SCHO SCHWAB STRATEGIC TR29.9K shares83.63%2025-12-312026-02-06 SGOV ISHARES TR7.2K shares134.93%2025-12-312026-02-06 FNDX SCHWAB STRATEGIC TR26.6K shares-0.02%2025-12-312026-02-06 SMMU PIMCO ETF TR14.1K shares0.29%2025-12-312026-02-06 VGSH VANGUARD SCOTTSDALE FDS11.4K shares0.89%2025-12-312026-02-06 AVUS AMERICAN CENTY ETF TR5.9K shares3.30%2025-12-312026-02-06 VCRB VANGUARD MALVERN FDS7.5K shares-12.55%2025-12-312026-02-06 FALN ISHARES TR20.5K shares1.94%2025-12-312026-02-06 DFAI DIMENSIONAL ETF TRUST14.3K shares27.17%2025-12-312026-02-06 BOND PIMCO ETF TR5.7K shares-8.65%2025-12-312026-02-06 VTES VANGUARD WELLINGTON FD5.1K shares1.64%2025-12-312026-02-06 SHM SPDR SERIES TRUST10.3K shares-2.27%2025-12-312026-02-06 NMRK NEWMARK GROUP INC28.3K shares1.99%2025-12-312026-02-06 VIG VANGUARD SPECIALIZED FUNDS2.2K shares-6.89%2025-12-312026-02-06 IWR ISHARES TR4.8K sharesnew addition2025-12-312026-02-06 GLD SPDR GOLD TR1.1K shares4.10%2025-12-312026-02-06 DFSV DIMENSIONAL ETF TRUST13.4K shares-0.10%2025-12-312026-02-06 DFAE DIMENSIONAL ETF TRUST13.5K shares16.54%2025-12-312026-02-06 VYM VANGUARD WHITEHALL FDS3.1K shares2.42%2025-12-312026-02-06 ABBV ABBVIE INC1.9K shares3.56%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.1.3K sharesnew addition2025-12-312026-02-06 ALPHABET INC ALPHABET INC1.3K shares0.00%2025-12-312026-02-06 ALPS ETF TR ALPS ETF TR8.9K shares0.00%2025-12-312026-02-06 BOXX EA SERIES TRUST3.6K shares0.11%2025-12-312026-02-06 XOM EXXON MOBIL CORP3.3K shares-24.48%2025-12-312026-02-06 VO VANGUARD INDEX FDS1.4K shares-22.88%2025-12-312026-02-06 IWP ISHARES TR2.8K shares-14.92%2025-12-312026-02-06 LRGF ISHARES TR5.0K shares0.16%2025-12-312026-02-06 INVESCO QQQ TR INVESCO QQQ TR558 sharesnew addition2025-12-312026-02-06 DFAU DIMENSIONAL ETF TRUST7.0K shares-0.27%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON1.6K shares4.02%2025-12-312026-02-06 XLE SELECT SECTOR SPDR TR7.1K shares204.61%2025-12-312026-02-06 ABT ABBOTT LABS2.5K shares-3.12%2025-12-312026-02-06 RLY SSGA ACTIVE ETF TR9.0K shares0.96%2025-12-312026-02-06 DFAC DIMENSIONAL ETF TRUST7.1K shares25.17%2025-12-312026-02-06 TBUX T ROWE PRICE ETF INC5.6K shares0.00%2025-12-312026-02-06 SDY SPDR SERIES TRUST2.0K sharesnew addition2025-12-312026-02-06 FTLS FIRST TR EXCH TRADED FD III3.8K shares0.00%2025-12-312026-02-06 TMSL T ROWE PRICE ETF INC7.4K sharesnew addition2025-12-312026-02-06 KO COCA COLA CO3.7K shares1.93%2025-12-312026-02-06 VCIT VANGUARD SCOTTSDALE FDS3.1K sharesnew addition2025-12-312026-02-06 TGRW T ROWE PRICE ETF INC5.5K sharesnew addition2025-12-312026-02-06 MUNI PIMCO ETF TR4.8K shares0.81%2025-12-312026-02-06 EFA ISHARES TR2.5K shares0.00%2025-12-312026-02-06 BA BOEING CO1.1K shares0.00%2025-12-312026-02-06 GDX VANECK ETF TRUST2.6K sharesnew addition2025-12-312026-02-06 VUG VANGUARD INDEX FDS448 shares-7.63%2025-12-312026-02-06 IJH ISHARES TR3.2K shares-29.89%2025-12-312026-02-06 LLY ELI LILLY & CO190 sharesnew addition2025-12-312026-02-06 BIV VANGUARD BD INDEX FDS2.6K sharesnew addition2025-12-312026-02-06 HYT BLACKROCK CORPOR HI YLD FD I14.0K shares0.00%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available