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Portfolio (Quarterly) Guide ↗

SJBENEN ADVISORY, LLC

· CIK 0001813225
13F Portfolio $176M AUM 34 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 12 Added 6 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 86,012.0 $64.2M 36.36% +23K +37.3% $745.98 +3.1%
2 ITOT ISHARES TR 107,979.0 $17.7M 10.03% +46K +75.6% $163.86 +2.8%
3 VTI VANGUARD INDEX FDS 47,687.0 $17.6M 9.97% +23K +94.2% $368.97 +2.8%
4 TLT ISHARES TR 179,700.0 $15.5M 8.76% +67K +59.9% $86.03 -3.7%
5 LTPZ PIMCO ETF TR 66,474.0 $3.3M 1.89% +17K +35.4% $50.10 -3.7%
6 SCHB SCHWAB STRATEGIC TR 105,153.0 $3.0M 1.72% +29K +37.6% $28.92 +2.7%
7 IXUS ISHARES TR 31,690.0 $3.0M 1.71% +9K +36.7% $95.19 +2.7%
8 VEU VANGUARD INTL EQUITY INDEX F 27,418.0 $2.3M 1.30% +4K +16.7% $83.61 +2.2%
9 VOO VANGUARD INDEX FDS 1,940.0 $1.3M 0.76% +40.0 +2.1% $686.73 +3.0%
10 TLT PUT ISHARES TR 13,500.0 $1.2M 0.66% +2K +21.6% $86.42 -4.1%
11 IVV ISHARES TR 1,302.0 $975K 0.55% +143.0 +12.3% $748.61 +3.3%
12 VNQ VANGUARD INDEX FDS 3,200.0 $310K 0.18% +900.0 +39.1% $96.80 +0.5%

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 86.3%
Technology 10.2%
Consumer Cyclical 3.4%
Healthcare 0.1%