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

L.K. Benson & Company, P.C. as of March 31, 2026

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

L.K. Benson & Company, P.C. holds 113 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
T. Rowe Price (TROW) 41.7 $126M 1.4M 90.14
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.3 $13M 167k 77.11
Ea Series Trust Alpha Architect (HIDE) 3.7 $11M 471k 24.00
Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $9.4M 29k 320.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.6 $7.8M 107k 73.64
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.4 $7.2M 289k 24.91
Ea Series Trust Alpha Architect (CAOS) 2.3 $7.0M 77k 90.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.2 $6.7M 271k 24.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $4.6M 7.8k 597.49
Vanguard Index Fds Extend Mkt Etf (VXF) 1.4 $4.4M 21k 205.79
Dimensional Etf Trust Internatnal Val (DFIV) 1.3 $4.1M 77k 52.78
Ishares Tr Core S&p500 Etf (IVV) 1.3 $4.0M 6.1k 653.05
Dimensional Etf Trust Us Equity Market (DFUS) 1.3 $3.9M 55k 70.91
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $3.8M 76k 49.89
Vanguard Index Fds Large Cap Etf (VV) 1.2 $3.5M 12k 298.81
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.1 $3.3M 30k 110.47
Vanguard Index Fds Value Etf (VTV) 1.0 $3.1M 16k 196.21
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.9 $2.7M 31k 84.84
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $2.6M 89k 29.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $2.5M 39k 64.08
Schwab Strategic Tr Fundamental Intl (FNDF) 0.8 $2.3M 47k 48.93
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $2.3M 23k 99.27
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $2.2M 85k 25.64
Ea Series Trust Us Quan Value (QVAL) 0.7 $2.0M 38k 52.14
Ea Series Trust Us Quan Momentum (QMOM) 0.6 $1.8M 27k 68.31
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.8M 13k 138.34
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.6 $1.7M 48k 35.71
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.7M 16k 106.50
Wal-Mart Stores (WMT) 0.6 $1.7M 13k 124.28
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $1.7M 21k 80.59
American Centy Etf Tr Avantis Core Fi (AVIG) 0.5 $1.6M 39k 41.54
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.5 $1.5M 16k 99.85
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $1.3M 16k 78.41
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $1.3M 48k 26.61
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $1.3M 20k 62.45
Apple (AAPL) 0.4 $1.2M 4.9k 253.79
Ea Series Trust Alpha Architect (AAUS) 0.4 $1.2M 23k 52.38
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $1.1M 35k 32.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $1.1M 45k 25.10
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.4 $1.1M 25k 45.79
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.1M 7.8k 142.43
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $1.1M 22k 49.95
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.1M 4.2k 261.98
M&T Bank Corporation (MTB) 0.4 $1.1M 5.2k 206.73
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $1.0M 12k 88.70
Ea Series Trust Intl Quan Value (IVAL) 0.3 $1.0M 30k 33.96
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.3 $1.0M 13k 75.15
Ea Series Trust Intl Quan Momntm (IMOM) 0.3 $967k 24k 39.83
Ea Series Trust Freedom 100 Em (FRDM) 0.3 $953k 17k 54.65
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $910k 9.0k 100.66
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $884k 18k 48.05
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $861k 1.3k 650.34
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $852k 10k 82.57
Ishares Tr Rusel 2500 Etf (SMMD) 0.3 $851k 11k 76.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $843k 16k 54.05
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $829k 16k 50.95
Ishares Tr National Mun Etf (MUB) 0.3 $811k 7.6k 106.15
Spdr Series Trust State Street Spd (SHM) 0.3 $798k 17k 47.83
Microsoft Corporation (MSFT) 0.2 $749k 2.0k 370.17
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $744k 27k 27.85
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $729k 30k 24.27
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.2 $714k 14k 50.45
J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.2 $658k 7.0k 94.06
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $656k 5.9k 111.18
Spdr Gold Tr Gold Shs (GLD) 0.2 $643k 1.5k 430.29
International Business Machines (IBM) 0.2 $635k 2.6k 242.39
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.2 $609k 7.9k 77.37
Exxon Mobil Corporation (XOM) 0.2 $559k 3.3k 169.66
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $555k 14k 38.96
Ishares Tr Faln Angls Usd (FALN) 0.2 $551k 21k 26.72
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $527k 5.7k 92.29
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $522k 5.2k 101.13
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $510k 6.2k 82.76
Ishares Tr Core 40/60 Moder (AOM) 0.2 $491k 10k 47.37
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $468k 2.2k 215.06
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $467k 8.9k 52.64
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $465k 4.8k 97.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $458k 956.00 479.20
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $457k 14k 33.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $453k 3.1k 148.11
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $450k 7.7k 58.54
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $437k 7.1k 61.26
Newmark Group Cl A (NMRK) 0.1 $424k 28k 14.99
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $419k 3.6k 116.28
Abbvie (ABBV) 0.1 $412k 1.9k 217.49
JPMorgan Chase & Co. (JPM) 0.1 $390k 1.3k 294.07
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $387k 1.3k 287.20
Alphabet Cap Stk Cl C (GOOG) 0.1 $387k 1.3k 286.86
Johnson & Johnson (JNJ) 0.1 $385k 1.6k 244.42
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $379k 11k 35.04
Eos Energy Enterprises Com Cl A (EOSE) 0.1 $357k 72k 4.96
Ishares Tr U S Equity Factr (LRGF) 0.1 $329k 5.0k 65.99
Ssga Active Etf Tr State Street Mul (RLY) 0.1 $325k 9.0k 36.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $322k 558.00 577.18
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $315k 7.0k 45.12
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $307k 2.4k 128.12
Spdr Series Trust State Street Spd (SDY) 0.1 $287k 2.0k 145.94
Coca-Cola Company (KO) 0.1 $285k 3.7k 76.05
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.1 $277k 5.6k 49.75
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $277k 7.1k 38.86
T Rowe Price Etf Small Mid Cap (TMSL) 0.1 $273k 7.4k 36.67
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $267k 3.8k 70.36
Abbott Laboratories (ABT) 0.1 $255k 2.5k 102.67
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $250k 4.8k 52.19
Ishares Tr Msci Eafe Etf (EFA) 0.1 $247k 2.5k 97.13
Ishares Tr Core Msci Eafe (IEFA) 0.1 $237k 2.6k 90.53
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $235k 2.6k 91.79
Merck & Co (MRK) 0.1 $224k 1.9k 120.29
T Rowe Price Etf Price Grw Stock (TGRW) 0.1 $222k 5.5k 40.50
Boeing Company (BA) 0.1 $216k 1.1k 199.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $214k 3.2k 67.54
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $201k 2.6k 77.17
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $131k 15k 8.52