L.K. Benson & Company, P.C.

L.K. Benson & Company, P.C. as of March 31, 2025

Portfolio Holdings for L.K. Benson & Company, P.C.

L.K. Benson & Company, P.C. holds 98 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
T. Rowe Price (TROW) 20.6 $30M 324k 91.87
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.8 $8.4M 135k 62.10
Vanguard Index Fds Total Stk Mkt (VTI) 4.2 $6.1M 22k 274.85
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.8 $5.5M 276k 19.78
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.6 $5.2M 70k 73.45
Ea Series Trust Alpha Architect (HIDE) 3.5 $5.0M 219k 22.80
Dimensional Etf Trust Us Equity Market (DFUS) 2.3 $3.3M 55k 60.48
Vanguard Index Fds Value Etf (VTV) 2.2 $3.2M 19k 172.75
Dimensional Etf Trust Internatnal Val (DFIV) 2.1 $3.0M 75k 39.36
Vanguard Index Fds Extend Mkt Etf (VXF) 2.0 $2.9M 17k 172.25
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.8 $2.6M 30k 87.17
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.7 $2.4M 98k 24.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $2.3M 4.5k 513.94
Vanguard Index Fds Large Cap Etf (VV) 1.6 $2.3M 9.0k 257.05
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $2.3M 45k 49.62
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $2.1M 89k 23.43
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.4 $2.0M 31k 66.27
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $1.9M 19k 98.92
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $1.9M 85k 22.08
Ea Series Trust Alpha Architect (CAOS) 1.3 $1.8M 21k 87.95
Schwab Strategic Tr Fundamental Intl (FNDF) 1.2 $1.8M 49k 36.14
American Centy Etf Tr Avantis Core Fi (AVIG) 1.1 $1.6M 39k 41.39
Ishares Tr Shrt Nat Mun Etf (SUB) 1.1 $1.5M 14k 105.60
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.5M 2.6k 561.87
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.0 $1.4M 47k 30.57
American Centy Etf Tr Core Muni Fxd In (AVMU) 1.0 $1.4M 31k 45.49
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.0 $1.4M 12k 115.94
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.9 $1.3M 21k 60.17
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $1.3M 14k 90.54
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.2M 44k 26.89
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $1.2M 15k 78.29
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.8 $1.1M 16k 69.74
Wal-Mart Stores (WMT) 0.7 $1.1M 12k 87.79
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $959k 45k 21.53
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $952k 19k 51.49
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $949k 34k 27.57
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $920k 7.5k 122.01
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $866k 17k 49.90
Ishares Tr National Mun Etf (MUB) 0.6 $865k 8.2k 105.44
Vanguard Index Fds Small Cp Etf (VB) 0.6 $844k 3.8k 221.78
Apple (AAPL) 0.6 $826k 3.7k 222.12
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $822k 16k 51.05
M&T Bank Corporation (MTB) 0.6 $800k 4.5k 178.76
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $798k 16k 50.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $741k 1.3k 559.39
Ishares Tr Rusel 2500 Etf (SMMD) 0.5 $728k 12k 62.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $727k 16k 45.26
International Business Machines (IBM) 0.5 $721k 2.9k 248.66
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $700k 14k 50.02
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $658k 3.4k 194.00
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $653k 11k 58.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $651k 1.2k 532.58
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $650k 14k 47.60
Ishares Tr Faln Angls Usd (FALN) 0.4 $625k 23k 26.79
Schwab Strategic Tr Fundamental Us L (FNDX) 0.4 $622k 26k 23.61
Ea Series Trust Us Quan Value (QVAL) 0.4 $618k 15k 42.65
Microsoft Corporation (MSFT) 0.4 $598k 1.6k 375.39
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $595k 12k 48.82
Ea Series Trust Us Quan Momentum (QMOM) 0.4 $540k 9.1k 59.40
Procter & Gamble Company (PG) 0.4 $515k 3.0k 170.43
Bgc Group Cl A (BGC) 0.4 $510k 56k 9.17
American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $507k 5.5k 92.37
Vanguard Wellington Short Trm Tax Ex (VTES) 0.3 $504k 5.0k 100.51
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.3 $501k 7.0k 71.56
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $476k 1.8k 258.52
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $443k 8.5k 51.94
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $441k 4.8k 92.43
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.3 $431k 5.6k 77.43
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $426k 5.1k 82.72
Ea Series Trust Freedom 100 Em (FRDM) 0.3 $426k 12k 35.05
Markel Corporation (MKL) 0.3 $413k 221.00 1869.61
Abbvie (ABBV) 0.3 $409k 2.0k 209.52
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $389k 3.3k 117.49
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.3 $388k 3.5k 111.48
Abbott Laboratories (ABT) 0.3 $383k 2.9k 132.65
Exxon Mobil Corporation (XOM) 0.3 $377k 3.2k 118.93
Spdr Gold Tr Gold Shs (GLD) 0.2 $360k 1.2k 288.14
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $355k 2.8k 128.94
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $354k 15k 24.34
Newmark Group Cl A (NMRK) 0.2 $337k 28k 12.17
Ea Series Trust Intl Quan Value (IVAL) 0.2 $309k 12k 25.54
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $295k 11k 25.89
Ishares Tr U S Equity Factr (LRGF) 0.2 $287k 5.0k 57.89
Coca-Cola Company (KO) 0.2 $280k 3.9k 71.62
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.2 $277k 5.6k 49.64
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $276k 7.2k 38.44
Ea Series Trust Intl Quan Momntm (IMOM) 0.2 $269k 9.5k 28.21
Ssga Active Etf Tr Mult Ass Rlrtn (RLY) 0.2 $260k 9.1k 28.54
Johnson & Johnson (JNJ) 0.2 $251k 1.5k 165.83
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.2 $243k 3.8k 64.08
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $239k 4.6k 51.55
Vanguard Index Fds Growth Etf (VUG) 0.2 $233k 627.00 370.80
Select Sector Spdr Tr Energy (XLE) 0.2 $219k 2.3k 93.45
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $214k 7.6k 28.15
Alphabet Cap Stk Cl C (GOOG) 0.1 $209k 1.3k 156.23
Ishares Tr Msci Eafe Etf (EFA) 0.1 $208k 2.5k 81.73
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $203k 6.5k 31.23
BlackRock Corporate High Yield Fund VI (HYT) 0.1 $120k 13k 9.58