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

Portfolio Manager
L.K. Benson & Company, P.C.
Performance
-2.62% (2026 Q1)
AUM (13F)
$302.50M
# of Holdings
113
Performance Rank
Allocation (Top 20)
76.29%

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

Top 50 L.K. Benson & Company, P.C. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TROW
PRICE T ROWE GROUP INC
41.68%1.40M$126.1M
+356.71%(+1.09M)
2025-Q1: 323.9K shares2025-Q2: 324.5K shares2025-Q3: 315.8K shares2025-Q4: 306.3K shares2026-Q1: 1.40M shares
$99.48(+3.55%)
2026-03-31
VXUS
VANGUARD STAR FDS
4.26%167.0K$12.9M
+2.00%(+3.27K)
2025-Q1: 134.9K shares2025-Q2: 147.0K shares2025-Q3: 160.8K shares2025-Q4: 163.7K shares2026-Q1: 167.0K shares
$63.31(+34.40%)
2026-03-31
HIDE
EA SERIES TRUST
3.74%471.4K$11.3M
+9.33%(+40.22K)
2025-Q1: 219.1K shares2025-Q2: 286.0K shares2025-Q3: 331.6K shares2025-Q4: 431.1K shares2026-Q1: 471.4K shares
$22.90(+7.43%)
2026-03-31
VTI
VANGUARD INDEX FDS
3.09%29.2K$9.4M
+12.53%(+3.25K)
2025-Q1: 22.3K shares2025-Q2: 24.6K shares2025-Q3: 24.1K shares2025-Q4: 25.9K shares2026-Q1: 29.2K shares
$293.65(+24.20%)
2026-03-31
BND
VANGUARD BD INDEX FDS
2.59%106.5K$7.8M
+10.25%(+9.90K)
2025-Q1: 70.3K shares2025-Q2: 86.8K shares2025-Q3: 96.7K shares2025-Q4: 96.6K shares2026-Q1: 106.5K shares
$73.47(-0.39%)
2026-03-31
SCHR
SCHWAB STRATEGIC TR
2.38%288.9K$7.2M
+28.30%(+63.73K)
2025-Q1: 98.1K shares2025-Q2: 124.4K shares2025-Q3: 158.3K shares2025-Q4: 225.2K shares2026-Q1: 288.9K shares
$24.93(-0.99%)
2026-03-31
CAOS
EA SERIES TRUST
2.31%77.0K$7.0M
+10.63%(+7.40K)
2025-Q1: 20.8K shares2025-Q2: 34.7K shares2025-Q3: 45.2K shares2025-Q4: 69.6K shares2026-Q1: 77.0K shares
$88.81(+1.97%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
2.22%270.9K$6.7M
-0.70%(-1.91K)
2025-Q1: 275.6K shares2025-Q2: 275.1K shares2025-Q3: 275.5K shares2025-Q4: 272.8K shares2026-Q1: 270.9K shares
$19.53(+39.80%)
2026-03-31
VOO
VANGUARD INDEX FDS
1.54%7.8K$4.6M
+0.71%(+55)
2025-Q1: 4.5K shares2025-Q2: 5.3K shares2025-Q3: 9.0K shares2025-Q4: 7.7K shares2026-Q1: 7.8K shares
$557.60(+22.38%)
2026-03-31
VXF
VANGUARD INDEX FDS
1.44%21.2K$4.4M
+7.29%(+1.44K)
2025-Q1: 17.0K shares2025-Q2: 17.4K shares2025-Q3: 20.8K shares2025-Q4: 19.7K shares2026-Q1: 21.2K shares
$189.65(+20.01%)
2026-03-31

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