Sjbenen Advisory

Sjbenen Advisory as of Dec. 31, 2025

Portfolio Holdings for Sjbenen Advisory

Sjbenen Advisory holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Bitcoin Trust Etf Shs Ben Int Put Option (IBIT) 17.8 $19M 379k 49.65
Ishares Tr Core S&p Ttl Stk (ITOT) 15.3 $16M 109k 148.69
Coinbase Global Com Cl A (COIN) 12.8 $14M 60k 226.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 12.2 $13M 93k 139.30
Vanguard Index Fds Total Stk Mkt (VTI) 7.3 $7.7M 48k 159.92
Apple (AAPL) 4.9 $5.2M 19k 271.86
Palantir Technologies Cl A (PLTR) 4.9 $5.2M 29k 177.75
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 3.9 $4.1M 80k 51.75
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.8 $3.0M 103k 28.87
JPMorgan Chase & Co. (JPM) 2.8 $2.9M 9.1k 322.22
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.6 $2.8M 105k 26.23
Ishares Tr Core Msci Total (IXUS) 2.5 $2.7M 32k 84.64
Proshares Tr Ultrashrt S&p500 Put Option (SDS) 2.4 $2.5M 37k 68.49
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.6 $1.7M 17k 96.16
Ishares Tr Russell 2000 Etf (IWM) 1.1 $1.2M 4.7k 246.16
Proshares Tr Ultrashort Real Put Option (SRS) 1.1 $1.1M 23k 49.34
Ishares Tr Core S&p500 Etf (IVV) 0.8 $892k 1.3k 684.91
Ishares Tr Tips Bd Etf Put Option (TIP) 0.6 $616k 5.6k 109.91
Tesla Motors (TSLA) 0.6 $589k 11k 55.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $559k 1.1k 502.65
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $375k 43k 8.70
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.3 $331k 264.00 1252.00
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $298k 28k 10.82
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $284k 590.00 480.57
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.2 $264k 468.00 564.56
Nrx Pharmaceuticals Com New (NRXP) 0.0 $41k 15k 2.71