Benson Investment Management Company, Inc.
7 holdingsFiling period: 2026-03-31Current AUM: $12.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 150.8K | $3.9M | $4.4M | 35.30% | -- | 2026-03-31 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 96.5K | $3.8M | $4.1M | 32.29% | +81.1K | 2026-03-31 |
| 3 | DISV | DIMENSIONAL ETF TRUST | 42.6K | $1.7M | $1.8M | 14.35% | -- | 2026-03-31 |
| 4 | WFC | WELLS FARGO & CO | 615 | $710K | $771K | 6.13% | -345 | 2026-03-31 |
| 5 | BAC | BANK AMERICA CORP | 475 | $565K | $718K | 5.71% | -- | 2026-03-31 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 569 | $370K | $425K | 3.38% | -143 | 2026-03-31 |
| 7 | VOO | VANGUARD INDEX FDS | 521 | $311K | $357K | 2.84% | +19 | 2026-03-31 |
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