Top 50 L.K. Benson & Company, P.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | 41.68% | 1.40M | $126.1M | +356.71%(+1.09M) | $99.48(+3.55%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.26% | 167.0K | $12.9M | +2.00%(+3.27K) | $63.31(+34.40%) | 2026-03-31 | |
| HIDE | EA SERIES TRUST | 3.74% | 471.4K | $11.3M | +9.33%(+40.22K) | $22.90(+7.43%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.09% | 29.2K | $9.4M | +12.53%(+3.25K) | $293.65(+24.20%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 2.59% | 106.5K | $7.8M | +10.25%(+9.90K) | $73.47(-0.39%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 2.38% | 288.9K | $7.2M | +28.30%(+63.73K) | $24.93(-0.99%) | 2026-03-31 | |
| CAOS | EA SERIES TRUST | 2.31% | 77.0K | $7.0M | +10.63%(+7.40K) | $88.81(+1.97%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 2.22% | 270.9K | $6.7M | -0.70%(-1.91K) | $19.53(+39.80%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.54% | 7.8K | $4.6M | +0.71%(+55) | $557.60(+22.38%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 1.44% | 21.2K | $4.4M | +7.29%(+1.44K) | $189.65(+20.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.40% | +7.38% |
| Top 20 Holdings Unweighted | +10.29% | +34.16% |
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