L.K. Benson & Company, P.C. Top Holdings and 13F Report (2025) About L.K. Benson & Company, P.C.Investment ActivityL.K. Benson & Company, P.C. has $141.89 million in total holdings as of December 31, 2024.L.K. Benson & Company, P.C. owns shares of 95 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Largest Holdings T. Rowe Price Group $36,643,423Vanguard Total International Stock ETF $7,219,779Vanguard Total Stock Market ETF $5,548,198Schwab International Equity ETF $5,132,417Vanguard Total Bond Market ETF $3,983,070 Sector AllocationMap of 500 Largest Holdings ofL.K. Benson & Company, P.C. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorTROWT. Rowe Price Group$36,643,423324,02025.8%FinanceVXUSVanguard Total International Stock ETF$7,219,779122,5155.1%ETFVTIVanguard Total Stock Market ETF$5,548,19819,1433.9%ETFSCHFSchwab International Equity ETF$5,132,417277,4273.6%ETFBNDVanguard Total Bond Market ETF$3,983,07055,3892.8%ETFDFUSDimensional U.S. Equity ETF$3,614,96456,7062.5%ETFHIDEAlpha Architect High Inflation and Deflation ETF$3,461,580155,5052.4%ETFVTVVanguard Value ETF$3,425,32320,2322.4%ETFVXFVanguard Extended Market ETF$3,275,52917,2402.3%ETFAVUVAvantis U.S. Small Cap Value ETF$2,938,86230,4452.1%ETFDFIVDimensional International Value ETF$2,642,74974,4861.9%ETFVOOVanguard S&P 500 ETF$2,407,7744,4681.7%ETFVVVanguard Large-Cap ETF$2,328,9208,6361.6%ETFSCHASchwab US Small-Cap ETF$2,298,05988,8651.6%ETFVTEBVanguard Tax-Exempt Bond ETF$2,024,42740,3831.4%ETFSCHXSchwab US Large-Cap ETF$1,971,00385,0321.4%ETFAVDEAvantis International Equity ETF$1,943,49131,6671.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,876,33419,3641.3%FinanceFNDFSchwab Fundamental International Large Company Index ETF$1,632,44649,1561.2%ETFSUBiShares Short-Term National Muni Bond ETF$1,564,70614,8341.1%ETFAVIGAvantis Core Fixed Income ETF$1,561,91938,4991.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,473,61660,6681.0%ETFAVMUAvantis Core Municipal Fixed Income ETF$1,435,29331,1101.0%ETFDFLVDimensional US Large Cap Value ETF$1,415,20847,1271.0%ETFVTVanguard Total World Stock ETF$1,358,36711,5641.0%ETFSCHPSchwab U.S. TIPS ETF$1,358,01252,5751.0%ETFVNQVanguard Real Estate ETF$1,254,80614,0880.9%ETFAVEMAvantis Emerging Markets Equity ETF$1,252,58721,3070.9%ETFWMTWalmart$1,104,52912,2250.8%Retail/WholesaleAVDVAvantis International Small Cap Value ETF$1,058,03616,2580.7%ETFDFATDimensional U.S. Targeted Value ETF$1,026,13618,4360.7%ETFSCHBSchwab US Broad Market ETF$996,22343,8860.7%ETFCAOSAlpha Architect Tail Risk ETF$981,76011,2150.7%ETFVBVanguard Small-Cap ETF$951,0053,9580.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$947,6727,3680.7%ETFSCHESchwab Emerging Markets Equity ETF$923,61834,6820.7%ETFMUBiShares National Muni Bond ETF$873,6998,2000.6%ETFFLOTiShares Floating Rate Bond ETF$846,99516,6470.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$840,59217,3620.6%ManufacturingMTBM&T Bank$834,5884,4390.6%FinanceAAPLApple$811,8113,2420.6%Computer and TechnologySMMDiShares Russell 2500 ETF$787,88111,5860.6%ETFSPYSPDR S&P 500 ETF Trust$775,9701,3240.5%FinanceSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$695,45713,9540.5%ETFVWOVanguard FTSE Emerging Markets ETF$691,08215,6920.5%ETFIVViShares Core S&P 500 ETF$664,8701,1290.5%ETFVIGVanguard Dividend Appreciation ETF$663,3183,3870.5%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$646,59713,6440.5%FinanceVGSHVanguard Short-Term Treasury Index ETF$644,61411,0800.5%ETFIBMInternational Business Machines$637,5072,9000.4%Computer and TechnologyFNDXSchwab Fundamental U.S. Large Company Index ETF$624,43826,3700.4%ETFFALNiShares Fallen Angels USD Bond ETF$619,53123,1940.4%ManufacturingBNDXVanguard Total International Bond ETF$610,28312,4420.4%ETFBSVVanguard Short-Term Bond ETF$602,1287,7910.4%ETFMSFTMicrosoft$571,9761,3570.4%Computer and TechnologyBGCGeneral Cable$557,65261,5510.4%FinanceBRK.BBerkshire Hathaway$543,4831,1990.4%FinanceAVUSAvantis U.S. Equity ETF$530,0035,4670.4%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$501,9025,0070.4%ETFBBCAJPMorgan BetaBuilders Canada ETF$494,1307,0000.3%ETFVOVanguard Mid-Cap ETF$484,9911,8350.3%ETFIWPiShares Russell Mid-Cap Growth ETF$483,5513,8150.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$464,3175,6640.3%ManufacturingPIMCO ETF TR$430,6644,7630.3%ACTIVE BD ETFGLDSPDR Gold Shares$407,7471,6840.3%FinanceNMRKNewmark Group$398,49331,1080.3%FinanceAMLPAlerian MLP ETF$385,6178,0070.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$348,17914,4720.2%ETFABBVAbbVie$346,8701,9520.2%MedicalQVALAlpha Architect U.S. Quantitative Value ETF$344,2427,7110.2%ETFXOMExxon Mobil$341,3203,1730.2%Oils/EnergyVYMVanguard High Dividend Yield ETF$328,1542,5720.2%ETFABTAbbott Laboratories$326,3222,8850.2%MedicalVEAVanguard FTSE Developed Markets ETF$322,2036,7380.2%ETFVANGUARD MALVERN FDS$308,8774,0740.2%CORE BD ETFLRGFiShares U.S. Equity Factor ETF$298,4504,9460.2%ETFPGProcter & Gamble$295,1091,7600.2%Consumer StaplesFRDMAlpha Architect Freedom 100 Emerging Market ETF$291,3718,9150.2%ETFDFAUDimensional US Core Equity Market ETF$290,7017,1800.2%ETFDFAEDimensional Emerging Core Equity Market ETF$288,31311,3640.2%ETFBOXXAlpha Architect 1-3 Month Box ETF$286,7022,6000.2%ETFTBUXT. Rowe Price Ultra Short-Term Bond ETF$276,1625,5710.2%ETFQMOMAlpha Architect U.S. Quantitative Momentum ETF$268,9944,1950.2%ETFVUGVanguard Growth ETF$257,1966270.2%ETFMKLMarkel Group$252,0301460.2%Multi-Sector ConglomeratesFTLSFirst Trust Long/Short Equity ETF$249,4863,7910.2%ETFRLYSPDR SSgA Multi-Asset Real Return ETF$245,8429,0980.2%ETFKOCoca-Cola$243,6903,9140.2%Consumer StaplesMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$237,8594,5980.2%ETFGOOGAlphabet$224,7191,1800.2%Computer and TechnologyJNJJohnson & Johnson$219,2241,5160.2%MedicalMRKMerck & Co., Inc.$214,8772,1600.2%MedicalDFSVDimensional US Small Cap Value ETF$210,2276,8300.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$209,3759,2240.1%ETFXLEEnergy Select Sector SPDR Fund$200,7872,3440.1%ETFShowing largest 100 holdings. View all holdings. 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