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

Name: Holdings of L.K. Benson & Company, P.C.
Creator: Titelia

100 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 68 % of the equity sleeve

Sector breakdown

Financials 44.8 %
Funds 4.5 %
Technology 0.9 %
Consumer staples 0.7 %
Health care 0.4 %
Energy 0.2 %
Communication 0.1 %
Industrials 0.1 %
Unattributed 48.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 100.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	100	285.9M $	100.00 %

Positions

Rank	Company	Shares	Value
1	T Rowe Price Group Inc	1,398,751	126.1M $
2	Vanguard Total International S	166,972	12.9M $
3	Alpha Architect High Inflation And Deflation ETF	471,357	11.3M $
4	Vanguard Total Stock Market ETF	29,174	9.4M $
5	Vanguard Total Bond Market ETF	106,507	7.8M $
6	Schwab Intermediate-Term U.S. Treasury ETF	288,924	7.2M $
7	Schwab International Equity ETF	270,856	6.7M $
8	Vanguard S&P 500 ETF	7,775	4.6M $
9	Vanguard Extended Market ETF	21,172	4.4M $
10	Dimensional International Value ETF	77,113	4.1M $
11	iShares Core S&P 500 ETF	6,081	4M $
12	Dimensional ETF Trust	54,738	3.9M $
13	Vanguard Tax-Exempt Bond Index ETF	75,951	3.8M $
14	Vanguard Large-Cap ETF	11,770	3.5M $
15	American Century ETF Trust	30,039	3.3M $
16	Vanguard Value ETF	15,932	3.1M $
17	Avantis International Equity ETF	31,293	2.7M $
18	Schwab U.S. Small-Cap ETF	88,741	2.6M $
19	Vanguard FTSE Developed Markets ETF	39,411	2.5M $
20	Schwab Fundamental International Equity Etf	46,622	2.3M $
21	iShares Core U.S. Aggregate Bond ETF	22,853	2.3M $
22	Schwab U.S. Large-Cap ETF	85,099	2.2M $
23	Alpha Architect US Quantitativ	27,071	1.8M $
24	Vanguard Total World Stock ETF	13,146	1.8M $
25	Dimensional ETF Trust	48,120	1.7M $
26	iShares Short-Term National Muni Bond ETF	15,872	1.7M $
27	Walmart Inc	13,420	1.7M $
28	Avantis Emerging Markets Equity ETF	20,675	1.7M $
29	Avantis Core Fixed Income ETF	38,732	1.6M $
30	Avantis International Small Cap Value ETF	15,508	1.5M $
31	Vanguard Short-term Bond Etf	16,373	1.3M $
32	Schwab US TIPS ETF	47,656	1.3M $
33	Dimensional U S Targeted Value ETF	20,289	1.3M $
34	Apple Inc	4,852	1.2M $
35	Schwab Emerging Markets Equity ETF	34,839	1.1M $
36	Schwab US Broad Market ETF	45,263	1.1M $
37	iShares Core S&P Total U.S. Stock Market ETF	7,846	1.1M $
38	Vanguard Malvern Funds	21,981	1.1M $
39	Vanguard Small-Cap ETF	4,162	1.1M $
40	M&T Bank Corp	5,165	1.1M $
41	Vanguard Real Estate ETF	11,535	1M $
42	Alpha Architect International	24,288	967.4K $
43	Freedom 100 Emerging Markets E	17,435	952.8K $
44	iShares Trust	9,039	909.9K $
45	Vanguard Charlotte Funds	18,389	883.6K $
46	State Street SPDR S&P 500 ETF Trust	1,324	861.1K $
47	iShares Trust	10,322	852.3K $
48	iShares Trust	11,147	851.1K $
49	Vanguard International Equity Index Funds	15,596	843K $
50	iShares Trust	16,263	828.6K $
51	iShares National Muni Bond ETF	7,644	811.4K $
52	Microsoft Corp	2,022	748.5K $
53	Schwab Fundamental U.S. Large Company ETF	26,725	744.3K $
54	Schwab Short-Term U.S. Treasury ETF	30,018	728.5K $
55	JPMorgan BetaBuilders Canada E	7,000	658.4K $
56	Avantis US Equity ETF	5,897	655.7K $
57	SPDR Gold Shares	1,494	642.9K $
58	International Business Machines Corp.	2,620	635.1K $
59	Vanguard Core Bond ETF	7,871	609K $
60	Exxon Mobil Corp	3,292	558.5K $
61	Dimensional ETF Trust	14,241	554.8K $
62	ISHARES TRUST	20,620	551K $
63	PIMCO ETF Trust	5,711	527.1K $
64	Vanguard Short-Term Tax-Exempt Bond ETF	5,159	521.7K $
65	Vanguard Intermediate-Term Corporate Bond ETF	6,166	510.3K $
66	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	2,177	468.2K $
67	ALPS ETF Trust	8,866	466.7K $
68	iShares Trust	4,785	465.3K $
69	Berkshire Hathaway Inc	956	458.1K $
70	Dimensional ETF Trust	13,487	456.7K $
71	Vanguard High Dividend Yield E	3,055	452.5K $
72	Vanguard Scottsdale Funds	7,689	450.1K $
73	Select Sector Spdr Trust	7,140	437.4K $
74	Newmark Group Inc	28,254	423.5K $
75	Alpha Architect 1-3 Month Box	3,605	419.2K $
76	AbbVie Inc	1,892	411.5K $
77	JPMorgan Chase & Co	1,325	389.6K $
78	Vanguard Mid-Cap ETF	1,349	387.4K $
79	Alphabet Inc	1,349	387K $
80	Johnson & Johnson	1,577	385.4K $
81	Eos Energy Enterprises Inc	71,990	357.1K $
82	iShares U.S. Equity Factor ETF	4,979	328.6K $
83	State Street Multi-Asset Real Return ETF	8,985	324.8K $
84	Invesco QQQ Trust Series 1	558	322.1K $
85	iShares Trust	2,392	306.5K $
86	State Street SPDR S&P Dividend ETF	1,968	287.2K $
87	Coca-Cola Co/The	3,747	285K $
88	Dimensional ETF Trust	7,115	276.5K $
89	T Rowe Price Exchange-Traded Funds Inc	7,435	272.6K $
90	First Trust Exchange-Traded Fund III	3,791	266.7K $
91	Abbott Laboratories	2,484	255K $
92	iShares MSCI EAFE ETF	2,542	246.9K $
93	iShares Core MSCI EAFE ETF	2,616	236.8K $
94	VanEck Gold Miners ETF/USA	2,562	235.2K $
95	Merck & Co Inc	1,860	223.7K $
96	TRP GROWTH STOCK ETF	5,488	222.3K $
97	Boeing Co/The	1,087	216.3K $
98	iShares Core S&P Mid-Cap ETF	3,169	214K $
99	Vanguard Bond Index Funds	2,610	201.4K $
100	BlackRock Corporate High Yield Fund Inc.	15,405	131.3K $