L.K. Benson & Company, P.C.
114 holdingsFiling period: 2026-03-31Current AUM: $346.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TROW | PRICE T ROWE GROUP INC | 1.40M | $126.1M | $156.3M | 45.16% | +1.09M | 2026-03-31 |
| 2 | VXUS | VANGUARD STAR FDS | 167.0K | $12.9M | $14.1M | 4.08% | +3.3K | 2026-03-31 |
| 3 | HIDE | EA SERIES TRUST | 471.4K | $11.3M | $11.5M | 3.33% | +40.2K | 2026-03-31 |
| 4 | VTI | VANGUARD INDEX FDS | 29.2K | $9.4M | $10.7M | 3.10% | +3.2K | 2026-03-31 |
| 5 | BND | VANGUARD BD INDEX FDS | 106.5K | $7.8M | $7.7M | 2.22% | +9.9K | 2026-03-31 |
| 6 | SCHR | SCHWAB STRATEGIC TR | 288.9K | $7.2M | $7.1M | 2.04% | +63.7K | 2026-03-31 |
| 7 | CAOS | EA SERIES TRUST | 77.0K | $7.0M | $7.0M | 2.01% | +7.4K | 2026-03-31 |
| 8 | SCHF | SCHWAB STRATEGIC TR | 270.9K | $6.7M | $7.4M | 2.15% | -1,914 | 2026-03-31 |
| 9 | VOO | VANGUARD INDEX FDS | 7.8K | $4.6M | $5.3M | 1.54% | +55 | 2026-03-31 |
| 10 | VXF | VANGUARD INDEX FDS | 21.2K | $4.4M | $5.0M | 1.44% | +1.4K | 2026-03-31 |
| 11 | DFIV | DIMENSIONAL ETF TRUST | 77.1K | $4.1M | $4.4M | 1.28% | +143 | 2026-03-31 |
| 12 | IVV | ISHARES TR | 6.1K | $4.0M | $4.6M | 1.32% | +63 | 2026-03-31 |
| 13 | DFUS | DIMENSIONAL ETF TRUST | 54.7K | $3.9M | $4.5M | 1.29% | +78 | 2026-03-31 |
| 14 | VTEB | VANGUARD MUN BD FDS | 76.0K | $3.8M | $3.8M | 1.09% | -2,251 | 2026-03-31 |
| 15 | VV | VANGUARD INDEX FDS | 11.8K | $3.5M | $4.0M | 1.17% | +940 | 2026-03-31 |
| 16 | AVUV | AMERICAN CENTY ETF TR | 30.0K | $3.3M | $3.8M | 1.09% | -136 | 2026-03-31 |
| 17 | VTV | VANGUARD INDEX FDS | 15.9K | $3.1M | $3.5M | 1.01% | -394 | 2026-03-31 |
| 18 | AVDE | AMERICAN CENTY ETF TR | 31.3K | $2.7M | $2.9M | 0.82% | -141 | 2026-03-31 |
| 19 | SCHA | SCHWAB STRATEGIC TR | 88.7K | $2.6M | $3.0M | 0.86% | -117 | 2026-03-31 |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | 39.4K | $2.5M | $2.8M | 0.80% | +8.7K | 2026-03-31 |
| 21 | FNDF | SCHWAB STRATEGIC TR | 46.6K | $2.3M | $2.5M | 0.73% | -1,505 | 2026-03-31 |
| 22 | AGG | ISHARES TR | 22.9K | $2.3M | $2.2M | 0.64% | +106 | 2026-03-31 |
| 23 | SCHX | SCHWAB STRATEGIC TR | 85.1K | $2.2M | $2.5M | 0.72% | +131 | 2026-03-31 |
| 24 | QVAL | EA SERIES TRUST | 38.0K | $2.0M | $2.2M | 0.64% | +4.1K | 2026-03-31 |
| 25 | QMOM | EA SERIES TRUST | 27.1K | $1.8M | $2.0M | 0.58% | +3.0K | 2026-03-31 |
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