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

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

$142 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VXUS Vanguard Star Fd Vanguard Tota	$0	$7.22 Billion 5.09% of portfolio	122,515	Q4 2024 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$5.13 Billion 3.62% of portfolio	277,427	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$3.98 Billion 2.81% of portfolio	55,389	Q4 2024 New
DFUS Dimensional ETF Tr U S Equity	$0	$3.61 Billion 2.55% of portfolio	56,706	Q4 2024 New
VTV Vanguard Value ETF	$0	$3.43 Billion 2.41% of portfolio	20,232	Q4 2024 New
VXF Vanguard Extended Market ETF	$0	$3.28 Billion 2.31% of portfolio	17,240	Q4 2024 New
AVUV American Centy ETF Tr Avantis	$0	$2.94 Billion 2.07% of portfolio	30,445	Q4 2024 New
DFIV Dimensional ETF Tr	$0	$2.64 Billion 1.86% of portfolio	74,486	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$2.41 Billion 1.7% of portfolio	4,468	Q4 2024 New
VV Vanguard Large Cap ETF	$0	$2.33 Billion 1.64% of portfolio	8,636	Q4 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$2.3 Billion 1.62% of portfolio	88,865	Q4 2024 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$2.02 Billion 1.43% of portfolio	40,383	Q4 2024 New
SCHX Schwab Strategic Tr Us Large C	$0	$1.97 Billion 1.39% of portfolio	85,032	Q4 2024 New
AVDE American Centy ETF Tr Avantis	$0	$1.94 Billion 1.37% of portfolio	31,667	Q4 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$1.88 Billion 1.32% of portfolio	19,364	Q4 2024 New
FNDF Schwab Fundamental Intl Large	$0	$1.63 Billion 1.15% of portfolio	49,156	Q4 2024 New
SUB Ishares Short Term National Mu	$0	$1.56 Billion 1.1% of portfolio	14,834	Q4 2024 New
AVIG American Centy ETF Tr Avantis	$0	$1.56 Billion 1.1% of portfolio	38,499	Q4 2024 New
SCHR Schwab Intermediate Term Us Tr	$0	$1.47 Billion 1.04% of portfolio	60,668	Q4 2024 New
AVMU American Centy ETF Travantis C	$0	$1.44 Billion 1.01% of portfolio	31,110	Q4 2024 New
VT Vanguard Total World Stk Index	$0	$1.36 Billion 0.96% of portfolio	11,564	Q4 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$1.36 Billion 0.96% of portfolio	52,575	Q4 2024 New
VNQ Vanguard Specialized Funds Van	$0	$1.25 Billion 0.88% of portfolio	14,088	Q4 2024 New
AVEM American Centy ETF Tr Avantis	$0	$1.25 Billion 0.88% of portfolio	21,307	Q4 2024 New
AVDV American Centy ETF Tr Avantis	$0	$1.06 Billion 0.75% of portfolio	16,258	Q4 2024 New
DFAT Dimensional ETF Tr U S Target	$0	$1.03 Billion 0.72% of portfolio	18,436	Q4 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$996 Million 0.7% of portfolio	43,886	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$951 Million 0.67% of portfolio	3,958	Q4 2024 New
ITOT Ishares Core S&P Total U.S. St	$0	$948 Million 0.67% of portfolio	7,368	Q4 2024 New
SCHE Schwab Strategic Tr Us Emergin	$0	$924 Million 0.65% of portfolio	34,682	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$874 Million 0.62% of portfolio	8,200	Q4 2024 New
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$847 Million 0.6% of portfolio	16,647	Q4 2024 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$841 Million 0.59% of portfolio	17,362	Q4 2024 New
SMMD Ishares Tr Russell 2500 ETF	$0	$788 Million 0.56% of portfolio	11,586	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$776 Million 0.55% of portfolio	1,324	Q4 2024 New
SMMU Pimco ETF Tr Sht Term Mun Bd A	$0	$695 Million 0.49% of portfolio	13,954	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$691 Million 0.49% of portfolio	15,692	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$665 Million 0.47% of portfolio	1,129	Q4 2024 New
VIG Vanguard Dividend Appreciation	$0	$663 Million 0.47% of portfolio	3,387	Q4 2024 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$647 Million 0.46% of portfolio	13,644	Q4 2024 New
VGSH Vanguard	$0	$645 Million 0.45% of portfolio	11,080	Q4 2024 New
FNDX Schwab Fundamental U S Large C	$0	$624 Million 0.44% of portfolio	26,370	Q4 2024 New
FALN Ishares Tr Fallen Angels Usd B	$0	$620 Million 0.44% of portfolio	23,194	Q4 2024 New
BNDX Vanguard Total International B	$0	$610 Million 0.43% of portfolio	12,442	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$602 Million 0.42% of portfolio	7,791	Q4 2024 New
AVUS American Centy ETF Tr Avantis	$0	$530 Million 0.37% of portfolio	5,467	Q4 2024 New
BBCA J P Morgan ETF Tr Betabuilders	$0	$494 Million 0.35% of portfolio	7,000	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$485 Million 0.34% of portfolio	1,835	Q4 2024 New
IWP Ishares Russell Mid Cap Growth	$0	$484 Million 0.34% of portfolio	3,815	Q4 2024 New
SHY Ishares Barclays 1 3 Year Trea	$0	$464 Million 0.33% of portfolio	5,664	Q4 2024 New

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