Sjbenen Advisory

Sjbenen Advisory as of June 30, 2026

Portfolio Holdings for Sjbenen Advisory

Sjbenen Advisory holds 31 positions in its portfolio as reported in the June 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) 36.4 $64M 86k 745.98
Ishares Tr Core S&p Ttl Stk (ITOT) 10.0 $18M 108k 163.86
Vanguard Index Fds Total Stk Mkt (VTI) 10.0 $18M 48k 368.97
Ishares Tr 20 Yr Tr Bd Etf (TLT) 9.4 $17M 193k 86.03
Ishares Bitcoin Trust Etf Shs Ben Int Put Option (IBIT) 5.7 $10M 301k 33.29
Coinbase Global Com Cl A (COIN) 4.5 $7.9M 50k 157.66
Apple (AAPL) 3.4 $5.9M 19k 307.76
Tesla Motors Put Option (TSLA) 2.5 $4.4M 11k 420.60
Palantir Technologies Cl A (PLTR) 2.2 $3.8M 29k 129.87
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 1.9 $3.3M 67k 50.10
JPMorgan Chase & Co. (JPM) 1.8 $3.2M 9.7k 330.94
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.7 $3.0M 105k 28.92
Ishares Tr Core Msci Total (IXUS) 1.7 $3.0M 32k 95.19
Ishares Tr 0-3 Mth Treasury (SGOV) 1.6 $2.8M 28k 100.65
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.3 $2.3M 27k 83.61
Ishares Tr Tips Bd Etf Put Option (TIP) 1.0 $1.7M 15k 109.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.6M 3.1k 502.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.3M 1.9k 686.73
Direxion Shares Etf Trust Daily 20 Yr Trea Put Option (TMV) 0.7 $1.2M 32k 37.06
Ishares Tr Core S&p500 Etf (IVV) 0.6 $975k 1.3k 748.61
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) 0.4 $619k 532.00 1162.79
Spdr Gold Tr Gold Shs (GLD) 0.3 $553k 1.5k 368.38
Charles Schwab Corporation (SCHW) 0.3 $545k 5.8k 93.95
Ishares Tr Russell 2000 Etf (IWM) 0.2 $421k 1.4k 300.45
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) 0.2 $317k 254.00 1246.32
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $310k 590.00 525.03
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $310k 3.2k 96.80
Cisco Systems (CSCO) 0.1 $251k 2.2k 112.49
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $232k 650.00 357.00
Vanguard World Industrial Etf (VIS) 0.1 $229k 646.00 354.31
Nrx Pharmaceuticals Com New (NRXP) 0.0 $58k 15k 3.85