StockDriftsStockDriftsTop 5 Benson Investment Management Company, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 34.32% | 150.8K | $3.9M | new | $26.27(+8.47%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 33.37% | 96.5K | $3.8M | +527.32%(+81.09K) | $37.75(+8.28%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 14.93% | 42.6K | $1.7M | new | $38.72(+6.28%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.28% | 569 | $370K | -20.08%(-143) | $572.69(+26.38%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.76% | 521 | $311K | +3.78%(+19) | $555.44(+19.78%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.27% | +65.43% |
| Top 20 Holdings Unweighted | +18.59% | +66.77% |
Sign up free to track Benson Investment Management Company, Inc., compare funds side by side, and get alerts the moment positions change.