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

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

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

L.K. Benson & Company, P.C. holds 106 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
T. Rowe Price (TROW) 17.5 $32M 316k 102.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.4 $12M 161k 73.46
Vanguard Index Fds Total Stk Mkt (VTI) 4.3 $7.9M 24k 328.15
Ea Series Trust Alpha Architect (HIDE) 4.1 $7.7M 332k 23.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $7.2M 97k 74.37
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.5 $6.4M 276k 23.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.0 $5.5M 9.0k 612.41
Ishares Tr Core S&p500 Etf (IVV) 2.4 $4.5M 6.8k 669.35
Vanguard Index Fds Extend Mkt Etf (VXF) 2.3 $4.4M 21k 209.32
Ea Series Trust Alpha Architect (CAOS) 2.2 $4.0M 45k 89.53
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.1 $4.0M 158k 25.13
Dimensional Etf Trust Us Equity Market (DFUS) 2.1 $4.0M 55k 72.44
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.0 $3.6M 73k 50.07
Dimensional Etf Trust Internatnal Val (DFIV) 1.9 $3.5M 77k 46.12
Vanguard Index Fds Large Cap Etf (VV) 1.7 $3.1M 10k 307.83
Vanguard Index Fds Value Etf (VTV) 1.7 $3.1M 17k 186.49
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $3.0M 30k 99.52
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $2.5M 89k 27.90
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.3 $2.4M 30k 78.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $2.3M 86k 26.34
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $2.1M 21k 100.25
Schwab Strategic Tr Fundamental Intl (FNDF) 1.1 $2.1M 48k 42.96
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.9 $1.6M 12k 137.82
American Centy Etf Tr Avantis Core Fi (AVIG) 0.9 $1.6M 38k 42.08
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $1.6M 15k 106.77
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.8 $1.6M 48k 32.90
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $1.6M 21k 75.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $1.4M 24k 59.92
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.8 $1.4M 16k 89.03
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.4M 53k 26.95
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $1.3M 17k 78.91
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $1.3M 14k 91.42
Ea Series Trust Alpha Architect (AAUS) 0.7 $1.3M 23k 53.99
Wal-Mart Stores (WMT) 0.7 $1.3M 12k 103.06
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $1.2M 20k 58.21
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.2M 45k 25.71
M&T Bank Corporation (MTB) 0.6 $1.1M 5.8k 197.61
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $1.1M 34k 33.37
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $1.1M 7.8k 145.65
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.6 $1.1M 24k 45.60
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.1M 4.2k 254.24
Ea Series Trust Us Quan Value (QVAL) 0.6 $1.0M 22k 46.65
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.5 $989k 13k 75.25
Ea Series Trust Us Quan Momentum (QMOM) 0.5 $963k 15k 64.44
Apple (AAPL) 0.5 $947k 3.7k 254.63
Ishares Tr National Mun Etf (MUB) 0.5 $912k 8.6k 106.49
Eos Energy Enterprises Com Cl A (EOSE) 0.5 $887k 78k 11.39
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $884k 18k 50.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $882k 1.3k 666.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $844k 16k 54.18
Ishares Tr Rusel 2500 Etf (SMMD) 0.4 $821k 11k 73.73
International Business Machines (IBM) 0.4 $818k 2.9k 282.16
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $816k 16k 51.08
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $723k 15k 49.46
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.4 $711k 14k 50.57
Schwab Strategic Tr Fundamental Us L (FNDX) 0.4 $700k 27k 26.30
Microsoft Corporation (MSFT) 0.4 $681k 1.3k 517.95
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.4 $674k 8.6k 78.41
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $665k 11k 58.85
Ea Series Trust Freedom 100 Em (FRDM) 0.4 $650k 15k 44.31
American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $620k 5.7k 108.71
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.3 $611k 7.0k 87.23
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $583k 6.2k 93.36
Ishares Tr Faln Angls Usd (FALN) 0.3 $559k 20k 27.78
Ea Series Trust Intl Quan Value (IVAL) 0.3 $541k 18k 30.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $531k 1.1k 502.74
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $519k 1.8k 293.79
Newmark Group Cl A (NMRK) 0.3 $517k 28k 18.65
Vanguard Wellington Short Trm Tax Ex (VTES) 0.3 $516k 5.1k 101.93
Ea Series Trust Intl Quan Momntm (IMOM) 0.3 $515k 14k 36.65
Spdr Series Trust Nuveen Ice Short (SHM) 0.3 $507k 11k 48.22
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $504k 2.3k 215.77
Exxon Mobil Corporation (XOM) 0.3 $492k 4.4k 112.75
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $472k 3.3k 142.41
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $429k 14k 31.84
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $428k 5.2k 82.96
Abbvie (ABBV) 0.2 $423k 1.8k 231.54
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $420k 3.0k 140.95
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $416k 8.9k 46.93
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $410k 3.6k 113.85
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $409k 11k 36.35
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $397k 16k 24.40
Spdr Gold Tr Gold Shs (GLD) 0.2 $390k 1.1k 355.47
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $364k 12k 31.53
Abbott Laboratories (ABT) 0.2 $343k 2.6k 133.94
Ishares Tr U S Equity Factr (LRGF) 0.2 $343k 5.0k 69.09
Alphabet Cap Stk Cl C (GOOG) 0.2 $326k 1.3k 243.55
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $320k 7.0k 45.76
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $310k 3.1k 100.69
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $294k 4.5k 65.26
Johnson & Johnson (JNJ) 0.2 $281k 1.5k 185.40
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.1 $278k 5.6k 49.84
Ssga Active Etf Tr Mult Ass Rlrtn (RLY) 0.1 $275k 8.9k 30.88
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $265k 3.8k 69.95
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $246k 4.7k 52.28
Coca-Cola Company (KO) 0.1 $244k 3.7k 66.32
Ishares Tr Msci Eafe Etf (EFA) 0.1 $237k 2.5k 93.37
Boeing Company (BA) 0.1 $235k 1.1k 215.83
Vanguard Index Fds Growth Etf (VUG) 0.1 $233k 485.00 479.91
Bgc Group Cl A (BGC) 0.1 $227k 24k 9.46
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $219k 5.7k 38.57
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $218k 1.8k 118.82
Select Sector Spdr Tr Energy (XLE) 0.1 $209k 2.3k 89.34
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $200k 673.00 297.41
Cambria Etf Tr Tail Risk (TAIL) 0.1 $171k 14k 11.83
BlackRock Corporate High Yield Fund VI (HYT) 0.1 $133k 14k 9.50