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

L.K. Benson & Company, P.C. as of June 30, 2025

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

L.K. Benson & Company, P.C. holds 99 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
T. Rowe Price (TROW) 19.2 $31M 325k 96.50
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.2 $10M 147k 69.09
Vanguard Index Fds Total Stk Mkt (VTI) 4.6 $7.5M 25k 303.94
Ea Series Trust Alpha Architect (HIDE) 4.0 $6.5M 286k 22.79
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $6.4M 87k 73.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.7 $6.1M 275k 22.10
Dimensional Etf Trust Us Equity Market (DFUS) 2.2 $3.7M 55k 67.02
Vanguard Index Fds Extend Mkt Etf (VXF) 2.1 $3.4M 17k 192.72
Dimensional Etf Trust Internatnal Val (DFIV) 2.0 $3.3M 76k 42.83
Vanguard Index Fds Value Etf (VTV) 2.0 $3.2M 18k 176.75
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.9 $3.1M 124k 25.03
Ea Series Trust Alpha Architect (CAOS) 1.9 $3.1M 35k 88.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $3.0M 5.3k 568.06
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $2.9M 59k 49.03
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.7 $2.8M 31k 91.10
Vanguard Index Fds Large Cap Etf (VV) 1.6 $2.6M 9.3k 285.33
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $2.3M 89k 25.30
Ishares Tr Core S&p500 Etf (IVV) 1.4 $2.3M 3.6k 620.96
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.4 $2.2M 30k 74.01
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $2.1M 85k 24.44
Schwab Strategic Tr Fundamental Intl (FNDF) 1.2 $1.9M 48k 40.02
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $1.8M 19k 99.20
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.0 $1.6M 12k 128.50
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $1.5M 15k 106.33
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $1.5M 58k 26.68
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.9 $1.5M 22k 68.54
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.9 $1.5M 48k 31.02
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $1.4M 17k 78.70
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.8 $1.3M 16k 79.28
American Centy Etf Tr Avantis Core Fi (AVIG) 0.8 $1.3M 31k 41.62
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.2M 14k 89.06
Wal-Mart Stores (WMT) 0.7 $1.2M 12k 97.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.1M 20k 57.01
M&T Bank Corporation (MTB) 0.7 $1.1M 5.8k 193.99
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.7 $1.1M 25k 44.76
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $1.1M 45k 23.83
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $1.0M 34k 30.14
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $1.0M 7.7k 135.04
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $947k 18k 53.96
Vanguard Index Fds Small Cp Etf (VB) 0.6 $897k 3.8k 236.99
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.5 $892k 12k 73.57
Ea Series Trust Us Quan Value (QVAL) 0.5 $885k 20k 44.01
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $874k 17k 50.27
Ea Series Trust Us Quan Momentum (QMOM) 0.5 $868k 13k 64.98
Ishares Tr National Mun Etf (MUB) 0.5 $857k 8.2k 104.48
International Business Machines (IBM) 0.5 $855k 2.9k 294.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $818k 1.3k 617.85
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $805k 16k 51.02
Ishares Tr Rusel 2500 Etf (SMMD) 0.5 $795k 12k 67.79
Microsoft Corporation (MSFT) 0.5 $792k 1.6k 497.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $769k 16k 49.46
Apple (AAPL) 0.5 $763k 3.7k 205.17
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $723k 15k 49.51
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.4 $704k 14k 50.17
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $659k 11k 58.78
Schwab Strategic Tr Fundamental Us L (FNDX) 0.4 $651k 27k 24.54
Ishares Tr Faln Angls Usd (FALN) 0.4 $641k 24k 27.14
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.4 $589k 7.6k 77.59
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $577k 2.8k 204.70
Ea Series Trust Freedom 100 Em (FRDM) 0.4 $574k 14k 40.40
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.3 $565k 7.0k 80.70
American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $558k 5.5k 100.81
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $548k 5.9k 92.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $525k 1.1k 485.77
Vanguard Wellington Short Trm Tax Ex (VTES) 0.3 $508k 5.0k 100.94
Spdr Series Trust Nuveen Ice Short (SHM) 0.3 $503k 11k 47.83
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $493k 1.8k 279.75
Bgc Group Cl A (BGC) 0.3 $482k 47k 10.23
Exxon Mobil Corporation (XOM) 0.3 $470k 4.4k 107.80
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $459k 3.3k 138.68
Ea Series Trust Intl Quan Value (IVAL) 0.3 $447k 16k 27.88
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $433k 8.9k 48.86
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $427k 5.2k 82.85
Ea Series Trust Intl Quan Momntm (IMOM) 0.3 $426k 13k 33.96
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $403k 3.6k 112.67
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $383k 2.9k 133.33
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $358k 15k 24.38
Abbvie (ABBV) 0.2 $353k 1.9k 185.62
Abbott Laboratories (ABT) 0.2 $349k 2.6k 136.01
Newmark Group Cl A (NMRK) 0.2 $337k 28k 12.15
Spdr Gold Tr Gold Shs (GLD) 0.2 $335k 1.1k 304.83
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $332k 12k 28.95
Ishares Tr U S Equity Factr (LRGF) 0.2 $318k 5.0k 64.13
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $296k 7.0k 42.36
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.2 $277k 5.6k 49.74
Coca-Cola Company (KO) 0.2 $277k 3.9k 70.75
Ssga Active Etf Tr Mult Ass Rlrtn (RLY) 0.2 $266k 9.1k 29.09
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.2 $251k 3.8k 66.28
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $249k 2.5k 100.69
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $242k 7.0k 34.57
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $241k 8.2k 29.43
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $240k 4.7k 51.36
Alphabet Cap Stk Cl C (GOOG) 0.1 $237k 1.3k 177.39
Johnson & Johnson (JNJ) 0.1 $232k 1.5k 152.74
Boeing Company (BA) 0.1 $228k 1.1k 209.53
Ishares Tr Msci Eafe Etf (EFA) 0.1 $227k 2.5k 89.39
Amazon (AMZN) 0.1 $216k 983.00 219.39
Vanguard Index Fds Growth Etf (VUG) 0.1 $213k 485.00 438.57
BlackRock Corporate High Yield Fund VI (HYT) 0.1 $137k 14k 9.75