Portfolio (Quarterly)
Guide ↗
Benson Investment Management Company, Inc.
· CIK 0001694896| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | — | 96,470.0 | $4.0M | 21.18% | +81K | +527.3% | $41.25 | +4.1% |
| 2 | VOO | VANGUARD INDEX FDS | — | 542.0 | $372K | 1.98% | +40.0 | +8.0% | $686.81 | +2.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
100.0%