LK

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

13F
L.K. Benson & Company, P.C.
Last update 2025-04-25 98 Stocks (5 new)
Value $144.00 Mil Turnover 8 %
Countries:
Top Holdings: TROW(20.61%)VXUS(5.80%)VTI(4.24%)SCHF(3.78%)BND(3.57%)
Summary Stock Picks Current Portfolio
L.K. Benson & Company, P.C. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TROW
T. Rowe Price Group Inc
323,945
29,760.8
-0.02%
20.610
-0.01%
0.150
+17.74%
-8.98%
22,064.7
Asset Management
VXUS
Vanguard Total International Stock
134,908
8,377.9
+10.12%
5.800
+0.53%
0.010
+14.38%
+19.13%
87,184.0
 
VTI
Vanguard Total Stock Market ETF
22,303
6,129.9
+16.51%
4.240
+0.60%
0.000
+17.05%
+6.98%
450,247.8
 
SCHF
Schwab International Equity ETF
275,648
5,452.3
-0.64%
3.780
-0.02%
0.010
+14.61%
+20.68%
49,128.7
 
BND
Vanguard Total Bond Market ETF
70,255
5,160.5
+26.84%
3.570
+0.76%
0.000
+0.05%
+3.60%
126,370.7
 
HIDE
Alpha Architect High Inflation and Deflation ETF
Alpha Architect High Inflation and Deflation ETF
219,127
4,995.0
+40.91%
3.460
+1.00%
12.970
+0.62%
+2.38%
53.1
 
DFUS
Dimensional U.S. Equity Market ETF
54,502
3,296.2
-3.89%
2.280
-0.10%
0.020
+17.40%
+7.12%
15,751.1
 
VTV
Vanguard Value ETF
18,511
3,197.7
-8.51%
2.210
-0.21%
0.000
+8.26%
+7.31%
131,767.6
 
DFIV
Dimensional International Value ETF
75,330
2,965.0
+1.13%
2.050
+0.02%
0.030
+14.68%
+24.56%
12,240.9
 
VXF
Vanguard Extended Market Index ETF
16,992
2,926.9
-1.44%
2.030
-0.03%
0.010
+20.78%
+4.60%
20,461.9
 

L.K. Benson & Company, P.C.'s Historical Top Holdings Breakdowns

L.K. Benson & Company, P.C.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HIDE
Alpha Architect High Inflation and Deflation ETF
Alpha Architect High Inflation and Deflation ETF
2025-03-31
Add
Add
+1.00%
●
22.18 ($22.49) 22.8
$22.79
1.33%
Add 40.91%
219,127
63,622
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.76%
●
71.17 ($72.57) 73.66
$73.08
0.70%
Add 26.84%
70,255
14,866
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
2025-03-31
Add
Add
+0.65%
●
24.05 ($24.48) 24.86
$24.81
1.35%
Add 61.76%
98,135
37,467
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.60%
●
271.18 ($290.53) 303.12
$308.03
6.02%
Add 16.51%
22,303
3,160
CAOS
Alpha Architect Tail Risk ETF
2025-03-31
Add
Add
+0.59%
●
87.4 ($87.81) 88.16
$88.83
1.16%
Add 85.44%
20,797
9,582
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.57%
●
554.06 ($590.51) 615.85
$628.17
6.38%
Add 129.85%
2,595
1,466
VXUS
Vanguard Total International Stock
2025-03-31
Add
Add
+0.53%
●
58.01 ($61.77) 64.46
$69.49
12.50%
Add 10.12%
134,908
12,393
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.39%
●
76.94 ($77.63) 78.28
$78.24
0.79%
Add 91.79%
14,942
7,151
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.31%
●
47.4 ($50.6) 52.99
$57.22
13.08%
Add 133.05%
15,703
8,965
IVAL
Alpha Architect International Quantitative Value ETF
Alpha Architect International Quantitative Value ETF
2025-03-31
New Buy
New Buy
+0.21%
●
23.44 ($24.92) 26.38
$27.94
12.12%
New holding
12,086
12,086

L.K. Benson & Company, P.C. Total Holding History ($B)

To

L.K. Benson & Company, P.C.'s Asset Allocation

To

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

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

L.K. Benson & Company, P.C.'s Hypothetical Growth since 2025-03-31

L.K. Benson & Company, P.C.'s Yearly Returns

Year Portfolio % % Excess Gain %

L.K. Benson & Company, P.C.'s Holdings Heat Map

Size field:

L.K. Benson & Company, P.C.'s Holdings Bubble Chart

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

  • 1

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

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.