Lk-Benson--Company-Pc

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HYT",
  "TROW",
  "FNDF",
  null,
  "ABT",
  "ABBV",
  null,
  null,
  null,
  null,
  "AVDE",
  null,
  null,
  "AVEM",
  null,
  "NMRK",
  null,
  null,
  null,
  null,
  "BGC",
  null,
  null,
  null,
  "MUB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  null,
  null,
  "VGSH",
  "IVV",
  "AAPL",
  "SPY",
  null,
  null,
  "PG",
  null,
  "FNDX",
  null,
  "SCHX",
  "GLD",
  null,
  "IBM",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VWO",
  null,
  null,
  "VIG",
  "VYM",
  null,
  "IWP",
  null,
  "SCHB",
  null,
  null,
  null,
  "BBCA",
  "VUG",
  "VEA",
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  null,
  null,
  "MTB",
  "SCHF",
  "SCHA",
  "MKL",
  null,
  "BRK-B",
  "KO",
  null,
  null,
  "EFA",
  "GOOG",
  "XOM",
  "JNJ",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 98
Total Value: 144408050
Accession Number: 0001085146-25-002346
Form Type: 13F-HR
CIK: lk-benson--company-pc
Manager Name: Lk-Benson--Company-Pc

Data Enrichment

55% identified

54 identified44 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

98 positions • $144.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524755

FNDF|808524755

Shares:48.7K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$144.4M)

025072562

Shares:38.6K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$144.4M)

464288158

Shares:14.4K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$144.4M)

464287200

IVV|464287200

Shares:2.6K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$144.4M)

25434V666

Shares:47.3K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$144.4M)

025072695

Shares:31.2K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$144.4M)

922042742

VT|922042742

Shares:12.1K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$144.4M)

025072604

AVEM|025072604

Shares:21.4K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$144.4M)

922908553

VNQ|922908553

Shares:14.1K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$144.4M)

808524870

Shares:44.2K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$144.4M)

921937827

BSV|921937827

Shares:14.9K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$144.4M)

025072802

Shares:16.3K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$144.4M)

Walmart Inc.

WMT|931142103

Shares:12.2K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$144.4M)

808524102

SCHB|808524102

Shares:44.5K

Value:$959.0K

% of Portfolio:0.7% ($959.0K/$144.4M)

25434V609

Shares:18.5K

Value:$951.7K

% of Portfolio:0.7% ($951.7K/$144.4M)

808524706

Shares:34.4K

Value:$948.8K

% of Portfolio:0.7% ($948.8K/$144.4M)

464287150

ITOT|464287150

Shares:7.5K

Value:$919.8K

% of Portfolio:0.6% ($919.8K/$144.4M)

922020805

Shares:17.4K

Value:$866.3K

% of Portfolio:0.6% ($866.3K/$144.4M)

464288414

MUB|464288414

Shares:8.2K

Value:$864.6K

% of Portfolio:0.6% ($864.6K/$144.4M)

922908751

VB|922908751

Shares:3.8K

Value:$844.1K

% of Portfolio:0.6% ($844.1K/$144.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(FNDFcusip808524755)	48.7K	QoQ -0.93% (-459) YoY-	All Managers (Combined)	$1.8M	1.2% ($1.8M/$144.4M)	QoQ +7.80% (-$127.4K) YoY-
(cusip025072562)✕	38.6K	QoQ +0.32% (+125) YoY-	All Managers (Combined)	$1.6M	1.1% ($1.6M/$144.4M)	QoQ +2.34% (+$36.7K) YoY-
(cusip464288158)✕	14.4K	QoQ -3.02% (-449) YoY-	All Managers (Combined)	$1.5M	1.1% ($1.5M/$144.4M)	QoQ -2.91% (-$45.7K) YoY-
(IVVcusip464287200)	2.6K	QoQ +129.84% (+1.5K) YoY-	All Managers (Combined)	$1.5M	1.0% ($1.5M/$144.4M)	QoQ +119.30% (+$793.2K) YoY-
(cusip25434V666)✕	47.3K	QoQ +0.41% (+194) YoY-	All Managers (Combined)	$1.4M	1.0% ($1.4M/$144.4M)	QoQ +2.21% (+$31.4K) YoY-
(cusip025072695)✕	31.2K	QoQ +0.33% (-105) YoY-	All Managers (Combined)	$1.4M	1.0% ($1.4M/$144.4M)	QoQ -1.06% (-$15.3K) YoY-
(VTcusip922042742)	12.1K	QoQ +4.85% (+561) YoY-	All Managers (Combined)	$1.4M	1.0% ($1.4M/$144.4M)	QoQ +3.49% (+$47.4K) YoY-
(AVEMcusip025072604)	21.4K	QoQ +0.23% (+50) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$144.4M)	QoQ +2.58% (+$32.4K) YoY-
(VNQcusip922908553)	14.1K	QoQ 0.00% (-1) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$144.4M)	QoQ +1.64% (-$20.6K) YoY-
(cusip808524870)✕	44.2K	QoQ -15.93% (-8.4K) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$144.4M)	QoQ -12.47% (-$169.5K) YoY-
(BSVcusip921937827)	14.9K	QoQ +91.78% (+7.2K) YoY-	All Managers (Combined)	$1.2M	0.8% ($1.2M/$144.4M)	QoQ +94.26% (+$567.6K) YoY-
(cusip025072802)✕	16.3K	QoQ -0.04% (-7) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$144.4M)	QoQ +7.11% (-$75.3K) YoY-
Walmart Inc.(WMTcusip931142103)	12.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.1M	0.7% ($1.1M/$144.4M)	QoQ -2.83% (-$31.3K) YoY-
(SCHBcusip808524102)	44.5K	QoQ +1.49% (-656) YoY-	All Managers (Combined)	$959.0K	0.7% ($959.0K/$144.4M)	QoQ -3.73% (-$37.2K) YoY-
(cusip25434V609)✕	18.5K	QoQ +0.24% (-46) YoY-	All Managers (Combined)	$951.7K	0.7% ($951.7K/$144.4M)	QoQ -7.25% (-$74.5K) YoY-
(cusip808524706)✕	34.4K	QoQ -0.77% (-269) YoY-	All Managers (Combined)	$948.8K	0.7% ($948.8K/$144.4M)	QoQ +2.72% (-$25.2K) YoY-
(ITOTcusip464287150)	7.5K	QoQ +2.32% (-171) YoY-	All Managers (Combined)	$919.8K	0.6% ($919.8K/$144.4M)	QoQ -2.93% (-$27.8K) YoY-
(cusip922020805)✕	17.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$866.3K	0.6% ($866.3K/$144.4M)	QoQ +3.05% (+$25.7K) YoY-
(MUBcusip464288414)	8.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$864.6K	0.6% ($864.6K/$144.4M)	QoQ -1.04% (-$9.1K) YoY-
(VBcusip922908751)	3.8K	QoQ -3.84% (-152) YoY-	All Managers (Combined)	$844.1K	0.6% ($844.1K/$144.4M)	QoQ -11.24% (-$106.9K) YoY-