Sjbenen Advisory

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

  • Top 5 stock holdings are SPY, TLT, COIN, ITOT, VTI, and represent 70.47% of Sjbenen Advisory's stock portfolio.
  • Added to shares of these 7 stocks: TLT, VOO, BRK.B, SCHW, VNQ, JPM, TIP.
  • Started 3 new stock positions in VNQ, SCHW, VOO.
  • Reduced shares in these 10 stocks: SPY (-$20M), VTI (-$7.6M), ITOT (-$6.8M), SDS, IEF, LTPZ, SRS, IWM, SGOV, IXUS.
  • Sold out of its positions in IEF, SRS, SDS, DIA, WFC.PL.
  • Sjbenen Advisory was a net seller of stock by $-40M.
  • Sjbenen Advisory has $111M in assets under management (AUM), dropping by 4.57%.
  • Central Index Key (CIK): 0001813225

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Portfolio Holdings for Sjbenen Advisory

Sjbenen Advisory holds 24 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 36.8 $41M -32% 63k 650.34
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 9.7 $11M +20% 124k 86.69
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Coinbase Global Com Cl A (COIN) 9.0 $9.9M -5% 57k 174.61
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Ishares Tr Core S&p Ttl Stk (ITOT) 7.9 $8.8M -43% 62k 142.43
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Vanguard Index Fds Total Stk Mkt (VTI) 7.1 $7.9M -48% 25k 320.81
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Apple (AAPL) 4.4 $4.9M 19k 253.79
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Palantir Technologies Cl A (PLTR) 3.9 $4.3M 29k 146.28
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Tesla Motors (TSLA) 3.6 $3.9M 11k 371.75
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Ishares Tr 0-3 Mnth Treasry (SGOV) 3.2 $3.6M -18% 35k 100.66
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JPMorgan Chase & Co. (JPM) 2.6 $2.9M +6% 9.7k 294.16
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Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 2.3 $2.5M -38% 49k 51.03
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Ishares Tr Core Msci Total (IXUS) 1.8 $2.0M -27% 23k 86.64
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.7 $1.9M -27% 76k 25.10
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.6 $1.8M -14% 24k 75.10
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $1.6M +191% 3.2k 479.20
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.1M NEW 1.9k 597.55
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Ishares Tr Core S&p500 Etf (IVV) 0.7 $757k -10% 1.2k 653.21
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Charles Schwab Corporation (SCHW) 0.5 $545k NEW 5.8k 93.98
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $347k -70% 1.4k 248.00
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Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.3 $315k 264.00 1191.56
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $204k NEW 2.3k 88.70
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Ishares Tr Tips Bd Etf Put Option (TIP) 0.0 $47k +175% 15k 3.08
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Nrx Pharmaceuticals Com New (NRXP) 0.0 $32k 15k 2.13
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Ishares Bitcoin Trust Etf Shs Ben Int Put Option (IBIT) 0.0 $28k -3% 365k 0.08
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Past Filings by Sjbenen Advisory

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