L.K. Benson & Company, P.C. Purchases in Q1 2025

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

  • $144 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HIDE
Ea Ser Tr Alpha Architect High
63.6K
+ 40.91%
N/A
219K $5B
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.9K
+ 26.84%
$71.17 - $73.66 $1.06M - $1.1M
70.3K $5.16B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12.4K
+ 10.12%
$58.01 - $64.46 $719K - $799K
135K $8.38B
SCHR
Schwab Intermediate Term Us Tr

ETFs
37.5K
+ 61.76%
$24.05 - $24.86 $901K - $931K
98.1K $2.44B
Ea Series Trust
9.58K
+ 85.44%
N/A
20.8K $1.83B
IVV
Ishares Core S&P 500 ETF

ETFs
1.47K
+ 129.85%
$554.06 - $615.85 $812K - $903K
2.6K $1.46B
VTI
Vanguard Total Stock Market Et

ETFs
3.16K
+ 16.51%
$271.18 - $303.12 $857K - $958K
22.3K $6.13B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.15K
+ 91.79%
$76.94 - $78.28 $550K - $560K
14.9K $1.17B
VEA
Vanguard Ftse Developed Market

ETFs
8.97K
+ 133.05%
$47.4 - $52.99 $425K - $475K
15.7K $798M
DFIV
Dimensional ETF Tr

ETFs
844
+ 1.13%
$35.33 - $40.77 $29.8K - $34.4K
75.3K $2.97B
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
6.78K
+ 87.97%
$41.45 - $46.58 $281K - $316K
14.5K $618M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
4.9K
+ 116.78%
$55.52 - $69.21 $272K - $339K
9.09K $540M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
9.52K
New
$26.36 - $29.81 $251K - $284K
9.52K $269M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.97K
+ 12.31%
$49.25 - $50.66 $245K - $252K
45.4K $2.25B
PG
Procter & Gamble CO

Consumer Defensive
1.26K
+ 71.7%
$158.56 - $176.26 $200K - $222K
3.02K $515M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.54K
New
$74.85 - $84.89 $190K - $216K
2.54K $208M
DFAI
Dimensional ETF Tr

ETFs
6.49K
New
$28.88 - $32.4 $187K - $210K
6.49K $203M
MKL
Markel Corp

Financial Services
75
+ 51.37%
$1660.14 - $2059.83 $125K - $154K
221 $413M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.22K
+ 36.16%
$32.66 - $36.43 $105K - $117K
12.1K $426M
Vanguard Malvern Fds
1.49K
+ 36.67%
N/A
5.57K $431M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
12.5K
New
$9.49 - $9.97 $119K - $125K
12.5K $120M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
24
+ 2.0%
$442.66 - $534.52 $10.6K - $12.8K
1.22K $651M
Ea Series Trust
881
+ 33.88%
N/A
3.48K $388M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
530
+ 6.62%
$48.65 - $53.06 $25.8K - $28.1K
8.54K $443M
VT
Vanguard Total World Stk Index

ETFs
561
+ 4.85%
$115.08 - $123.97 $64.6K - $69.5K
12.1K $1.41B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
66
+ 0.34%
$95.85 - $99.25 $6.33K - $6.55K
19.4K $1.92B
AVIG
American Centy ETF Tr Avantis

ETFs
125
+ 0.32%
$40.06 - $41.55 $5.01K - $5.19K
38.6K $1.6B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
372
+ 2.37%
$42.5 - $46.71 $15.8K - $17.4K
16.1K $727M
AVEM
American Centy ETF Tr Avantis

ETFs
50
+ 0.23%
$57.11 - $62.4 $2.86K - $3.12K
21.4K $1.28B
Dimensional ETF Trust
194
+ 0.41%
N/A
47.3K $1.45B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
179
+ 6.96%
$126.11 - $135.06 $22.6K - $24.2K
2.75K $355M
MSFT
Microsoft Corp

Technology
235
+ 17.32%
$375.39 - $447.2 $88.2K - $105K
1.59K $598M
AAPL
Apple Inc.

Technology
478
+ 14.74%
$209.68 - $247.1 $100K - $118K
3.72K $826M
BOND
Pimco Active Bond Exchange Tra

ETFs
5
+ 0.1%
$89.27 - $92.9 $446 - $465
4.77K $441M
VGSH
Vanguard

ETFs
51
+ 0.46%
$58.07 - $58.69 $2.96K - $2.99K
11.1K $653M
DFAE
Dimensional ETF Tr

ETFs
25
+ 0.22%
$24.64 - $26.86 $616 - $672
11.4K $295M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
150
+ 0.65%
$26.64 - $27.14 $4K - $4.07K
23.3K $625M
SCHO
Schwab Short Term Us Treasury

ETFs
69
+ 0.48%
$24.1 - $24.34 $1.66K - $1.68K
14.5K $354M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
38
+ 0.27%
$49.75 - $50.27 $1.89K - $1.91K
14K $700M
DFSV
Dimensional ETF Tr Dimensional

ETFs
758
+ 11.1%
$27.56 - $32.1 $20.9K - $24.3K
7.59K $214M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
4
+ 0.03%
$47.33 - $47.92 $189 - $192
13.6K $650M
Vanguard Wellington Fd
3
+ 0.06%
N/A
5.01K $504M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
37
+ 0.8%
$51.26 - $52.53 $1.9K - $1.94K
4.64K $239M
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.12%
N/A
3.39K $658M
VO
Vanguard Mid Cap ETF

ETFs
8
+ 0.44%
$251.87 - $277.95 $2.01K - $2.22K
1.84K $476M
LRGF
Ishares Tr

ETFs
5
+ 0.1%
$56.95 - $63.95 $285 - $320
4.95K $287M
DFAU
Dimensional ETF Tr

ETFs
7
+ 0.1%
$37.84 - $42.29 $265 - $296
7.19K $276M
AVMU
American Centy ETF Travantis C

ETFs
105
+ 0.34%
$45.11 - $46.66 $4.74K - $4.9K
31.2K $1.42B
GOOG
Alphabet Inc.

Communication Services
158
+ 13.39%
$156.06 - $207.71 $24.7K - $32.8K
1.34K $209M
Activity Summary
Buys All Purchases 59 New Holdings 5 Increased Positions 54 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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