SJBENEN ADVISORY, LLC
24 holdingsFiling period: 2026-03-31Current AUM: $126.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 62.7K | $40.7M | $46.8M | 36.88% | -29,957 | 2026-03-31 |
| 2 | IBIT | ISHARES BITCOIN TRUST ETF | 364.8K | $11.0M | $10.2M | 8.02% | -14,200 | 2026-03-31 |
| 3 | COIN | COINBASE GLOBAL INC | 56.9K | $9.9M | $8.3M | 6.56% | -3,000 | 2026-03-31 |
| 4 | TLT | ISHARES TR | 123.5K | $9.8M | $9.3M | 7.32% | +20.7K | 2026-03-31 |
| 5 | ITOT | ISHARES TR | 61.5K | $8.8M | $10.1M | 7.93% | -47,552 | 2026-03-31 |
| 6 | VTI | VANGUARD INDEX FDS | 24.6K | $7.9M | $9.0M | 7.13% | -23,593 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 19.2K | $4.9M | $5.9M | 4.68% | -34 | 2026-03-31 |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | 29.4K | $4.3M | $3.6M | 2.85% | -- | 2026-03-31 |
| 9 | SGOV | ISHARES TR | 35.3K | $3.6M | $3.6M | 2.80% | -7,854 | 2026-03-31 |
| 10 | TSLA | TESLA INC | 10.6K | $3.0M | $2.5M | 1.99% | -- | 2026-03-31 |
| 11 | JPM | JPMORGAN CHASE & CO | 9.7K | $2.9M | $3.4M | 2.69% | +582 | 2026-03-31 |
| 12 | LTPZ | PIMCO ETF TR | 49.1K | $2.5M | $2.4M | 1.86% | -30,585 | 2026-03-31 |
| 13 | IXUS | ISHARES TR | 23.2K | $2.0M | $2.2M | 1.73% | -8,604 | 2026-03-31 |
| 14 | SCHB | SCHWAB STRATEGIC TR | 76.4K | $1.9M | $2.2M | 1.74% | -28,715 | 2026-03-31 |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | 23.5K | $1.8M | $1.9M | 1.53% | -4,051 | 2026-03-31 |
| 16 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.2K | $1.6M | $1.6M | 1.22% | +2.1K | 2026-03-31 |
| 17 | VOO | VANGUARD INDEX FDS | 1.9K | $1.1M | $1.3M | 1.03% | -- | 2026-03-31 |
| 18 | IVV | ISHARES TR | 1.2K | $757K | $870K | 0.69% | -143 | 2026-03-31 |
| 19 | SCHW | SCHWAB CHARLES CORP | 5.8K | $545K | $610K | 0.48% | -- | 2026-03-31 |
| 20 | IWM | ISHARES TR | 1.4K | $347K | $407K | 0.32% | -3,300 | 2026-03-31 |
| 21 | BAC | BANK AMERICA CORP | 264 | $314K | $399K | 0.31% | -- | 2026-03-31 |
| 22 | VNQ | VANGUARD INDEX FDS | 2.3K | $204K | $228K | 0.18% | -- | 2026-03-31 |
| 23 | TIP | ISHARES TR | 15.4K | $47K | $46K | 0.04% | +9.8K | 2026-03-31 |
| 24 | NRXP | NRX PHARMACEUTICALS INC | 15.0K | $31K | $46K | 0.04% | -- | 2026-03-31 |
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