Benningfield Financial Advisors

Benningfield Financial Advisors as of June 30, 2025

Portfolio Holdings for Benningfield Financial Advisors

Benningfield Financial Advisors holds 15 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Mktwide Value (DFUV) 17.5 $20M 480k 42.28
Palantir Technologies Cl A (PLTR) 17.3 $20M 147k 136.32
Vanguard Malvern Fds Strm Infproidx (VTIP) 15.8 $18M 365k 50.27
Ishares Tr 7-10 Yr Trsy Bd (IEF) 14.6 $17M 176k 95.77
Vanguard Index Fds Total Stk Mkt (VTI) 12.2 $14M 47k 303.96
Ea Series Trust Ea Bridgeway Omn (BSVO) 9.7 $11M 550k 20.38
Dimensional Etf Trust Internatnal Val (DFIV) 3.6 $4.1M 97k 42.83
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.5 $4.0M 44k 91.10
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.9 $2.1M 36k 59.81
Vanguard Index Fds Value Etf (VTV) 1.7 $2.0M 11k 176.74
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.2 $1.4M 7.8k 182.83
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $426k 7.9k 53.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $289k 5.9k 49.46
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $235k 5.4k 43.22
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $224k 3.5k 63.71