Sjbenen Advisory

Sjbenen Advisory as of March 31, 2026

Portfolio Holdings for Sjbenen Advisory

Sjbenen Advisory holds 24 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
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 36.8 $41M 63k 650.34
Ishares Tr 20 Yr Tr Bd Etf (TLT) 9.7 $11M 124k 86.69
Coinbase Global Com Cl A (COIN) 9.0 $9.9M 57k 174.61
Ishares Tr Core S&p Ttl Stk (ITOT) 7.9 $8.8M 62k 142.43
Vanguard Index Fds Total Stk Mkt (VTI) 7.1 $7.9M 25k 320.81
Apple (AAPL) 4.4 $4.9M 19k 253.79
Palantir Technologies Cl A (PLTR) 3.9 $4.3M 29k 146.28
Tesla Motors (TSLA) 3.6 $3.9M 11k 371.75
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.2 $3.6M 35k 100.66
JPMorgan Chase & Co. (JPM) 2.6 $2.9M 9.7k 294.16
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 2.3 $2.5M 49k 51.03
Ishares Tr Core Msci Total (IXUS) 1.8 $2.0M 23k 86.64
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.7 $1.9M 76k 25.10
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.6 $1.8M 24k 75.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $1.6M 3.2k 479.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.1M 1.9k 597.55
Ishares Tr Core S&p500 Etf (IVV) 0.7 $757k 1.2k 653.21
Charles Schwab Corporation (SCHW) 0.5 $545k 5.8k 93.98
Ishares Tr Russell 2000 Etf (IWM) 0.3 $347k 1.4k 248.00
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.3 $315k 264.00 1191.56
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $204k 2.3k 88.70
Ishares Tr Tips Bd Etf Put Option (TIP) 0.0 $47k 15k 3.08
Nrx Pharmaceuticals Com New (NRXP) 0.0 $32k 15k 2.13
Ishares Bitcoin Trust Etf Shs Ben Int Put Option (IBIT) 0.0 $28k 365k 0.08