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 | SCHX | SCHWAB STRATEGIC TR | — | 230,404.0 | $6.8M | 36.10% | NEW | — | $29.43 | +2.9% |
| 2 | IDEQ | LAZARD ACTIVE ETF TR | — | 101,480.0 | $3.6M | 18.95% | NEW | — | $35.07 | +1.3% |
| 3 | DISV | DIMENSIONAL ETF TRUST | — | 42,645.0 | $1.7M | 9.11% | NEW | — | $40.13 | +8.9% |
| 4 | AVUV | AMERICAN CENTY ETF TR | — | 5,200.0 | $649K | 3.45% | NEW | — | $124.76 | +1.6% |
| 5 | — | BANK OF AMER CORP | — | 475.0 | $596K | 3.17% | NEW | — | $1254.50 | — |
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%