L.K. Benson & Company, P.C. Purchases in Q2 2025

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

  • $163 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12.1K
+ 8.97%
$55.54 - $69.09 $672K - $836K
147K $10.2B
TROW
Price T Rowe Group Inc

Financial Services
567
+ 0.18%
$80.27 - $98.06 $45.5K - $55.6K
325K $31.3B
HIDE
Ea Ser Tr Alpha Architect High
66.9K
+ 30.54%
N/A
286K $6.52B
VTI
Vanguard Total Stock Market Et

ETFs
2.34K
+ 10.47%
$243.75 - $303.93 $569K - $710K
24.6K $7.49B
Ea Series Trust
13.9K
+ 67.05%
N/A
34.7K $3.09B
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.5K
+ 23.54%
$72.02 - $73.82 $1.19M - $1.22M
86.8K $6.39B
Vanguard Mun Bd Fds
12.1K
New
N/A
12.1K $892M
IVV
Ishares Core S&P 500 ETF

ETFs
1.03K
+ 39.81%
$498.8 - $620.9 $515K - $641K
3.63K $2.25B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
818
+ 18.25%
$456.74 - $568.03 $374K - $465K
5.3K $3.01B
SCHR
Schwab Intermediate Term Us Tr

ETFs
26.3K
+ 26.81%
$24.54 - $25.07 $646K - $659K
124K $3.11B
VXF
Vanguard Extended Market ETF

ETFs
436
+ 2.57%
$150.43 - $192.71 $65.6K - $84K
17.4K $3.36B
SCHP
Schwab Strategic Us Tips ETF

ETFs
13.3K
+ 30.14%
$26.18 - $26.93 $349K - $359K
57.5K $1.53B
VV
Vanguard Large Cap ETF

ETFs
300
+ 3.35%
$228.25 - $285.3 $68.5K - $85.6K
9.25K $2.64B
VEA
Vanguard Ftse Developed Market

ETFs
4.13K
+ 26.31%
$45.65 - $57.01 $189K - $236K
19.8K $1.13B
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
4.26K
+ 46.88%
$52.11 - $64.98 $222K - $277K
13.4K $868M
MTB
M&T Bank Corp

Financial Services
1.3K
+ 28.97%
$156.58 - $193.99 $203K - $251K
5.77K $1.12B
DFIV
Dimensional ETF Tr

ETFs
834
+ 1.11%
$34.67 - $43.21 $28.9K - $36K
76.2K $3.26B
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
5.62K
+ 38.8%
$37.28 - $45.23 $210K - $254K
20.1K $885M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.47K
New
$100.35 - $100.71 $248K - $249K
2.47K $248M
BA
Boeing CO

Industrials
1.09K
New
$136.59 - $217.51 $148K - $236K
1.09K $228M
AMZN
Amazon Com Inc

Consumer Cyclical
983
New
$167.32 - $223.3 $164K - $220K
983 $216M
SCHX
Schwab Strategic Tr Us Large C

ETFs
261
+ 0.31%
$19.6 - $24.44 $5.12K - $6.38K
85K $2.08B
AVEM
American Centy ETF Tr Avantis

ETFs
207
+ 0.97%
$53.08 - $68.54 $11K - $14.2K
21.6K $1.48B
VT
Vanguard Total World Stk Index

ETFs
285
+ 2.35%
$103.16 - $128.52 $29.4K - $36.6K
12.4K $1.59B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.32K
+ 15.5%
$77.74 - $78.78 $180K - $182K
17.3K $1.36B
SCHA
Schwab Strategic Tr Us Small C

ETFs
115
+ 0.13%
$20.42 - $25.3 $2.35K - $2.91K
89.1K $2.25B
AVUV
American Centy ETF Tr Avantis

ETFs
527
+ 1.75%
$75.17 - $91.21 $39.6K - $48.1K
30.6K $2.79B
Vanguard Malvern Fds
2.03K
+ 36.4%
N/A
7.6K $589M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
3.03K
+ 31.79%
$24.59 - $33.96 $74.4K - $103K
12.6K $426M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
2.07K
+ 17.03%
$30.96 - $40.6 $64K - $83.9K
14.2K $574M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
3.96K
+ 32.77%
$22.92 - $28.04 $90.8K - $111K
16K $447M
BNDX
Vanguard Total International B

ETFs
2.42K
+ 19.8%
$48.77 - $49.55 $118K - $120K
14.6K $723M
ITOT
Ishares Core S&P Total U.S. St

ETFs
142
+ 1.88%
$108.12 - $135.04 $15.4K - $19.2K
7.68K $1.04B
BOND
Pimco Active Bond Exchange Tra

ETFs
1.18K
+ 24.75%
$89.87 - $92.93 $106K - $110K
5.95K $548M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
173
+ 0.39%
$19.1 - $23.83 $3.3K - $4.12K
44.7K $1.07B
XOM
Exxon Mobil Corp

Energy
1.19K
+ 37.38%
$99.93 - $119.04 $119K - $141K
4.36K $470M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
27
+ 0.08%
$24.38 - $30.18 $658 - $815
34.4K $1.04B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
93
+ 0.8%
$54.81 - $67.78 $5.1K - $6.3K
11.7K $795M
AVUS
American Centy ETF Tr Avantis

ETFs
53
+ 0.97%
$81.38 - $100.82 $4.31K - $5.34K
5.54K $558M
DFAI
Dimensional ETF Tr

ETFs
520
+ 8.01%
$28.02 - $34.71 $14.6K - $18K
7.01K $242M
DFAE
Dimensional ETF Tr

ETFs
87
+ 0.76%
$22.87 - $28.95 $1.99K - $2.52K
11.5K $332M
LRGF
Ishares Tr

ETFs
7
+ 0.14%
$51.37 - $64.13 $360 - $449
4.96K $318M
FNDX
Schwab Fundamental U S Large C

ETFs
170
+ 0.64%
$20.84 - $24.54 $3.54K - $4.17K
26.5K $651M
Dimensional ETF Trust
221
+ 0.47%
N/A
47.5K $1.47B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
119
+ 4.33%
$114.78 - $133.31 $13.7K - $15.9K
2.87K $383M
DFSV
Dimensional ETF Tr Dimensional

ETFs
609
+ 8.03%
$24.21 - $29.47 $14.7K - $17.9K
8.2K $241M
SUB
Ishares Short Term National Mu

ETFs
120
+ 0.83%
$104.77 - $106.34 $12.6K - $12.8K
14.5K $1.54B
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
1.54K
+ 12.32%
$8.45 - $9.78 $13K - $15.1K
14K $137M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
284
+ 1.22%
$25.27 - $27.14 $7.18K - $7.71K
23.6K $641M
Activity Summary
Buys All Purchases 60 New Holdings 4 Increased Positions 56 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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