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Sjbenen Advisory

Latest statistics and disclosures from Sjbenen Advisory's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001813225

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Positions held by Sjbenen Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sjbenen Advisory

Sjbenen Advisory holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Bitcoin Trust Etf Shs Ben Int Put Option (IBIT)	17.8	$19M	379k	49.65	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	15.3	$16M	109k	148.69	View chart
Coinbase Global Com Cl A (COIN)	12.8	$14M	60k	226.14	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	12.2	$13M	93k	139.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.3	$7.7M	48k	159.92	View chart
Apple (AAPL)	4.9	$5.2M	19k	271.86	View chart
Palantir Technologies Cl A (PLTR)	4.9	$5.2M	29k	177.75	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	3.9	$4.1M	80k	51.75	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.8	$3.0M	103k	28.87	View chart
JPMorgan Chase & Co. (JPM)	2.8	$2.9M	9.1k	322.22	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.6	$2.8M	105k	26.23	View chart
Ishares Tr Core Msci Total (IXUS)	2.5	$2.7M	32k	84.64	View chart
Proshares Tr Ultrashrt S&p500 Put Option (SDS)	2.4	$2.5M	37k	68.49	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.6	$1.7M	17k	96.16	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.1	$1.2M	4.7k	246.16	View chart
Proshares Tr Ultrashort Real Put Option (SRS)	1.1	$1.1M	23k	49.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$892k	1.3k	684.91	View chart
Ishares Tr Tips Bd Etf Put Option (TIP)	0.6	$616k	5.6k	109.91	View chart
Tesla Motors (TSLA)	0.6	$589k	11k	55.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$559k	1.1k	502.65	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$375k	43k	8.70	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.3	$331k	264.00	1252.00	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$298k	28k	10.82	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$284k	590.00	480.57	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.2	$264k	468.00	564.56	View chart
Nrx Pharmaceuticals Com New (NRXP)	0.0	$41k	15k	2.71	View chart

Past Filings by Sjbenen Advisory

SEC 13F filings are viewable for Sjbenen Advisory going back to 2025

Sjbenen Advisory 2025 Q4 filed Jan. 14, 2026

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