L.K. Benson & Company, P.C. Purchases in Q3 2025

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

  • $186 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.7K
+ 69.79%
$567.77 - $614.76 $2.1M - $2.27M
9K $5.51B
IVV
Ishares Core S&P 500 ETF

ETFs
3.16K
+ 87.1%
$620.67 - $670.08 $1.96M - $2.12M
6.79K $4.54B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.8K
+ 9.4%
$68.24 - $73.73 $943K - $1.02M
161K $11.8B
Ea Series Trust
23.4K
New
N/A
23.4K $1.27B
HIDE
Ea Ser Tr Alpha Architect High
45.6K
+ 15.94%
N/A
332K $7.68B
VXF
Vanguard Extended Market ETF

ETFs
3.37K
+ 19.31%
$193.58 - $213.07 $652K - $717K
20.8K $4.35B
Ea Series Trust
10.4K
+ 29.96%
N/A
45.2K $4.04B
EOSE
Eos Energy Enterprises, Inc.

Industrials
77.9K
New
$4.63 - $11.17 $361K - $870K
77.9K $887M
SCHR
Schwab Intermediate Term Us Tr

ETFs
33.8K
+ 27.18%
$24.69 - $25.26 $835K - $854K
158K $3.98B
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.88K
+ 11.38%
$72.57 - $74.72 $717K - $738K
96.7K $7.19B
VV
Vanguard Large Cap ETF

ETFs
883
+ 9.55%
$285.05 - $309.14 $252K - $273K
10.1K $3.12B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
430
+ 0.16%
$21.69 - $23.34 $9.33K - $10K
275K $6.41B
AVIG
American Centy ETF Tr Avantis

ETFs
7.56K
+ 24.75%
$41.02 - $42.32 $310K - $320K
38.1K $1.6B
VEA
Vanguard Ftse Developed Market

ETFs
4.26K
+ 21.47%
$56.02 - $60.3 $239K - $257K
24.1K $1.44B
DFUS
Dimensional ETF Tr U S Equity

ETFs
86
+ 0.16%
$67.01 - $72.84 $5.76K - $6.26K
54.6K $3.95B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.51K
New
$62.09 - $66.51 $280K - $300K
4.51K $294M
DFIV
Dimensional ETF Tr

ETFs
441
+ 0.58%
$42.66 - $46.53 $18.8K - $20.5K
76.6K $3.53B
DFAT
Dimensional ETF Tr U S Target

ETFs
2.63K
+ 14.97%
$53.36 - $59.69 $140K - $157K
20.2K $1.17B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.06K
+ 11.05%
$97.75 - $100.75 $201K - $207K
20.7K $2.07B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.67K
New
$36.04 - $38.78 $204K - $220K
5.67K $219M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.84K
New
$108.46 - $120.63 $199K - $222K
1.84K $218M
XLE
Energy Sector Spdr

ETFs
2.34K
New
$84.25 - $91.99 $197K - $216K
2.34K $209M
VBK
Vanguard Small Cap Growth ETF

ETFs
673
New
$276.51 - $305.12 $186K - $205K
673 $200M
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.26K
+ 64.22%
$29.2 - $32.74 $154K - $172K
13.5K $429M
SCHX
Schwab Strategic Tr Us Large C

ETFs
656
+ 0.77%
$24.46 - $26.5 $16K - $17.4K
85.7K $2.26B
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
14.4K
New
$11.75 - $12.05 $170K - $174K
14.4K $171M
DFAI
Dimensional ETF Tr

ETFs
4.23K
+ 60.26%
$34.05 - $36.55 $144K - $154K
11.2K $408M
VB
Vanguard Small Cap ETF

ETFs
385
+ 10.17%
$237.58 - $259.17 $91.5K - $99.8K
4.17K $1.06B
AVDE
American Centy ETF Tr Avantis

ETFs
52
+ 0.17%
$73.24 - $79.04 $3.81K - $4.11K
30.3K $2.39B
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
2.1K
+ 10.45%
$42.62 - $46.98 $89.6K - $98.8K
22.2K $1.04B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
570
+ 1.27%
$23.82 - $25.84 $13.6K - $14.7K
45.3K $1.16B
Vanguard Mun Bd Fds
1.03K
+ 8.48%
N/A
13.1K $989M
Dimensional ETF Trust
213
+ 0.45%
N/A
47.8K $1.57B
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
1.59K
+ 11.87%
$61.99 - $65.47 $98.3K - $104K
14.9K $963M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
1.9K
+ 11.85%
$27.26 - $30.88 $51.8K - $58.7K
17.9K $541M
ITOT
Ishares Core S&P Total U.S. St

ETFs
85
+ 1.11%
$135.0 - $146.02 $11.5K - $12.4K
7.77K $1.13B
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
1.51K
+ 11.99%
$32.63 - $36.64 $49.1K - $55.1K
14.1K $515M
Vanguard Malvern Fds
1K
+ 13.18%
N/A
8.6K $674M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
470
+ 3.31%
$40.04 - $45.11 $18.8K - $21.2K
14.7K $650M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28
+ 0.18%
$49.43 - $54.52 $1.38K - $1.53K
15.6K $843M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
610
+ 24.72%
$100.37 - $100.74 $61.2K - $61.5K
3.08K $310M
AVUS
American Centy ETF Tr Avantis

ETFs
163
+ 2.94%
$101.2 - $109.16 $16.5K - $17.8K
5.7K $620M
MUB
Ishares National Muni Bond ETF

ETFs
367
+ 4.48%
$103.24 - $106.68 $37.9K - $39.2K
8.57K $912M
SUB
Ishares Short Term National Mu

ETFs
421
+ 2.9%
$106.17 - $107.3 $44.7K - $45.2K
14.9K $1.59B
FNDX
Schwab Fundamental U S Large C

ETFs
101
+ 0.38%
$24.38 - $26.34 $2.46K - $2.66K
26.6K $700M
SCHO
Schwab Short Term Us Treasury

ETFs
1.57K
+ 10.69%
$24.23 - $24.42 $38.1K - $38.4K
16.3K $397M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
111
+ 3.87%
$132.9 - $142.03 $14.8K - $15.8K
2.98K $420M
BOND
Pimco Active Bond Exchange Tra

ETFs
298
+ 5.01%
$90.83 - $93.81 $27.1K - $28K
6.25K $583M
DFAE
Dimensional ETF Tr

ETFs
81
+ 0.71%
$28.84 - $31.84 $2.34K - $2.58K
11.6K $364M
Activity Summary
Buys All Purchases 63 New Holdings 8 Increased Positions 55 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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