Top 18 Benningfield Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | 19.38% | 506.8K | $24.6M | +0.31%(+1.58K) | $41.45(+32.33%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 16.69% | 423.5K | $21.2M | +6.31%(+25.13K) | $49.05(+1.07%) | 2026-03-31 | |
| IEF | ISHARES TR | 15.62% | 207.4K | $19.8M | +6.65%(+12.93K) | $95.32(-1.26%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 12.77% | 50.5K | $16.2M | +6.60%(+3.12K) | $289.70(+27.29%) | 2026-03-31 | |
| BSVO | EA SERIES TRUST | 10.46% | 522.3K | $13.3M | -3.51%(-19.00K) | $21.87(+31.86%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 10.09% | 87.4K | $12.8M | -18.54%(-19.90K) | $56.41(+129.19%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 5.37% | 61.6K | $6.8M | +7.62%(+4.36K) | $93.43(+32.19%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.91% | 93.8K | $5.0M | -1.96%(-1.88K) | $36.93(+48.59%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.72% | 11.1K | $2.2M | -2.41%(-274) | $172.70(+26.91%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 1.68% | 35.8K | $2.1M | +0.00%(+0) | $59.21(-0.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.13% | +69.07% |
| Top 20 Holdings Unweighted | +19.25% | +69.57% |
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