L.K. Benson & Company, P.C.
CIK 2055235 · Holdings on Jun 30, 2026 · First reported Jul 24, 2026
Top ten holdings
Q2 2026- TROW41.27%
- VXUS4.30%
- HIDE3.73%
- VTI3.30%
- BND2.46%
- CAOS2.32%
- SCHF2.19%
- SCHR2.18%
- VOO1.62%
- VXF1.61%
Share classes counted separately64.98%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TROWWeight decreased · -0.41 pp41.68% → 41.27%Shares -195.27K (-13.96%)
- VTIWeight increased · +0.21 pp3.09% → 3.30%Shares +385 (+1.32%)
- SCHRWeight decreased · -0.20 pp2.38% → 2.18%Shares +4.54K (+1.57%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TROWT ROWE PRICE GROUP INC View history and evidence | $136.82M | 41.27% | 1.20M shares | 41.68% → 41.27%-0.41 pp -195.27K (-13.96%) | Reduced | ▾ |
| 02 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $14.26M | 4.30% | 166.78K shares | 4.26% → 4.30%+0.04 pp -197 (-0.12%) | Reduced | ▾ |
| 03 | HIDEALPHA ARC HIGH INF & DEF ETFALPHA ARCHITECT View history and evidence | $12.36M | 3.73% | 517.08K shares | 3.74% → 3.73%-0.01 pp +45.72K (+9.70%) | Added | ▾ |
| 04 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $10.94M | 3.30% | 29.56K shares | 3.09% → 3.30%+0.21 pp +385 (+1.32%) | Added | ▾ |
| 05 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $8.15M | 2.46% | 110.98K shares | 2.59% → 2.46%-0.13 pp +4.47K (+4.20%) | Added | ▾ |
| 06 | CAOSALPHA ARCHITECT TAIL RISKALPHA ARCHITECT View history and evidence | $7.69M | 2.32% | 85.14K shares | 2.31% → 2.32%+0.01 pp +8.13K (+10.55%) | Added | ▾ |
| 07 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $7.26M | 2.19% | 262.26K shares | 2.22% → 2.19%-0.03 pp -8.59K (-3.17%) | Reduced | ▾ |
| 08 | SCHRSCHWAB INTERMEDIATE-TERM USINT-TRM U.S TRES View history and evidence | $7.24M | 2.18% | 293.47K shares | 2.38% → 2.18%-0.20 pp +4.54K (+1.57%) | Added | ▾ |
| 09 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $5.36M | 1.62% | 7.81K shares | 1.54% → 1.62%+0.08 pp +35 (+0.45%) | Added | ▾ |
| 10 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $5.33M | 1.61% | 21.66K shares | 1.44% → 1.61%+0.17 pp +484 (+2.29%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DFAU DIMENSIONAL US CORE EQUITY M | Non-derivative | -6,979 | -$314.91K | SEC filing ↗ | SEC filing ↗ |
| SDY SS SPDR S&P DIVIDEND ETF | Non-derivative | -1,968 | -$287.21K | SEC filing ↗ | SEC filing ↗ |
| ABT ABBOTT LABORATORIES | Non-derivative | -2,484 | -$255.03K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2055235 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 331523092
}Research all 115 reported holdings.
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