L.K. Benson & Company, P.C.

13F filer, CIK 2055235, TIMONIUM, MD

L.K. Benson & Company, P.C. reported $141,885,009 across 95 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-11. Its ten largest share positions make up 53.03% of the portfolio.

Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001085146-25-000955

Period: 2024-12-31
Reported value: $142M
Holdings: 95
Top 10 weight: 53.03%
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Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001085146-25-000955, largest first. % of portfolio is the value over $141,885,009, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
TROWPRICE T ROWE GROUP INC	324,020	$36.6M	25.83%	Timeline
VXUSVANGUARD STAR FDS	122,515	$7.22M	5.09%	Timeline
VTIVANGUARD INDEX FDS	19,143	$5.55M	3.91%	Timeline
SCHFSCHWAB STRATEGIC TR	277,427	$5.13M	3.62%	Timeline
BNDVANGUARD BD INDEX FDS	55,389	$3.98M	2.81%	Timeline
DFUSDIMENSIONAL ETF TRUST	56,706	$3.61M	2.55%	Timeline
HIDEEA SERIES TRUST	155,505	$3.46M	2.44%	Timeline
VTVVANGUARD INDEX FDS	20,232	$3.43M	2.41%	Timeline
VXFVANGUARD INDEX FDS	17,240	$3.28M	2.31%	Timeline
AVUVAMERICAN CENTY ETF TR	30,445	$2.94M	2.07%	Timeline
DFIVDIMENSIONAL ETF TRUST	74,486	$2.64M	1.86%	Timeline
VOOVANGUARD INDEX FDS	4,468	$2.41M	1.7%	Timeline
VVVANGUARD INDEX FDS	8,636	$2.33M	1.64%	Timeline
SCHASCHWAB STRATEGIC TR	88,865	$2.3M	1.62%	Timeline
VTEBVANGUARD MUN BD FDS	40,383	$2.02M	1.43%	Timeline
SCHXSCHWAB STRATEGIC TR	85,032	$1.97M	1.39%	Timeline
AVDEAMERICAN CENTY ETF TR	31,667	$1.94M	1.37%	Timeline
AGGISHARES TR	19,364	$1.88M	1.32%	Timeline
FNDFSCHWAB STRATEGIC TR	49,156	$1.63M	1.15%	Timeline
SUBISHARES TR	14,834	$1.56M	1.1%	Timeline
AVIGAMERICAN CENTY ETF TR	38,499	$1.56M	1.1%	Timeline
SCHRSCHWAB STRATEGIC TR	60,668	$1.47M	1.04%	Timeline
AVMUAMERICAN CENTY ETF TR	31,110	$1.44M	1.01%	Timeline
DFLVDIMENSIONAL ETF TRUST	47,127	$1.42M	1%	Timeline
VTVANGUARD INTL EQUITY INDEX F	11,564	$1.36M	0.96%	Timeline
SCHPSCHWAB STRATEGIC TR	52,575	$1.36M	0.96%	Timeline
VNQVANGUARD INDEX FDS	14,088	$1.25M	0.88%	Timeline
AVEMAMERICAN CENTY ETF TR	21,307	$1.25M	0.88%	Timeline
WMTWALMART INC	12,225	$1.1M	0.78%	Timeline
AVDVAMERICAN CENTY ETF TR	16,258	$1.06M	0.75%	Timeline
DFATDIMENSIONAL ETF TRUST	18,436	$1.03M	0.72%	Timeline
SCHBSCHWAB STRATEGIC TR	43,886	$996K	0.7%	Timeline
CAOSEA SERIES TRUST	11,215	$982K	0.69%	Timeline
VBVANGUARD INDEX FDS	3,958	$951K	0.67%	Timeline
ITOTISHARES TR	7,368	$948K	0.67%	Timeline
SCHESCHWAB STRATEGIC TR	34,682	$924K	0.65%	Timeline
MUBISHARES TR	8,200	$874K	0.62%	Timeline
FLOTISHARES TR	16,647	$847K	0.6%	Timeline
VTIPVANGUARD MALVERN FDS	17,362	$841K	0.59%	Timeline
MTBM & T BK CORP	4,439	$835K	0.59%	Timeline
AAPLAPPLE INC	3,242	$812K	0.57%	Timeline
SMMDISHARES TR	11,586	$788K	0.56%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,324	$776K	0.55%	Timeline
SMMUPIMCO ETF TR	13,954	$695K	0.49%	Timeline
VWOVANGUARD INTL EQUITY INDEX F	15,692	$691K	0.49%	Timeline
IVVISHARES TR	1,129	$665K	0.47%	Timeline
VIGVANGUARD SPECIALIZED FUNDS	3,387	$663K	0.47%	Timeline
SHMSPDR SERIES TRUST	13,644	$647K	0.46%	Timeline
VGSHVANGUARD SCOTTSDALE FDS	11,080	$645K	0.45%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,900	$638K	0.45%	Timeline
FNDXSCHWAB STRATEGIC TR	26,370	$624K	0.44%	Timeline
FALNISHARES TR	23,194	$620K	0.44%	Timeline
BNDXVANGUARD CHARLOTTE FDS	12,442	$610K	0.43%	Timeline
BSVVANGUARD BD INDEX FDS	7,791	$602K	0.42%	Timeline
MSFTMICROSOFT CORP	1,357	$572K	0.4%	Timeline
BGCBGC GROUP INC	61,551	$558K	0.39%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,199	$543K	0.38%	Timeline
AVUSAMERICAN CENTY ETF TR	5,467	$530K	0.37%	Timeline
VTESVANGUARD WELLINGTON FD	5,007	$502K	0.35%	Timeline
BBCAJ P MORGAN EXCHANGE TRADED F	7,000	$494K	0.35%	Timeline
VOVANGUARD INDEX FDS	1,835	$485K	0.34%	Timeline
IWPISHARES TR	3,815	$484K	0.34%	Timeline
SHYISHARES TR	5,664	$464K	0.33%	Timeline
BONDPIMCO ETF TR	4,763	$431K	0.3%	Timeline
GLDSPDR GOLD TR	1,684	$408K	0.29%	Timeline
NMRKNEWMARK GROUP INC	31,108	$398K	0.28%	Timeline
AMLPALPS ETF TR	8,007	$386K	0.27%	Timeline
SCHOSCHWAB STRATEGIC TR	14,472	$348K	0.25%	Timeline
ABBVABBVIE INC	1,952	$347K	0.24%	Timeline
QVALEA SERIES TRUST	7,711	$344K	0.24%	Timeline
XOMEXXON MOBIL CORP	3,173	$341K	0.24%	Timeline
VYMVANGUARD WHITEHALL FDS	2,572	$328K	0.23%	Timeline
ABTABBOTT LABORATORIES	2,885	$326K	0.23%	Timeline
VEAVANGUARD TAX-MANAGED FDS	6,738	$322K	0.23%	Timeline
VCRBVANGUARD MALVERN FDS	4,074	$309K	0.22%	Timeline
LRGFISHARES TR	4,946	$298K	0.21%	Timeline
PGPROCTER & GAMBLE CO	1,760	$295K	0.21%	Timeline
FRDMEA SERIES TRUST	8,915	$291K	0.21%	Timeline
DFAUDIMENSIONAL ETF TRUST	7,180	$291K	0.2%	Timeline
DFAEDIMENSIONAL ETF TRUST	11,364	$288K	0.2%	Timeline
BOXXEA SERIES TRUST	2,600	$287K	0.2%	Timeline
TBUXT ROWE PRICE EXCHANGE-TRADED	5,571	$276K	0.19%	Timeline
QMOMEA SERIES TRUST	4,195	$269K	0.19%	Timeline
VUGVANGUARD INDEX FDS	627	$257K	0.18%	Timeline
MKLMARKEL GROUP INC	146	$252K	0.18%	Timeline
FTLSFIRST TR EXCH TRADED FD III	3,791	$249K	0.18%	Timeline
RLYSSGA ACTIVE ETF TR	9,098	$246K	0.17%	Timeline
KOCOCA COLA CO	3,914	$244K	0.17%	Timeline
MUNIPIMCO ETF TR	4,598	$238K	0.17%	Timeline
GOOGALPHABET INC	1,180	$225K	0.16%	Timeline
JNJJOHNSON & JOHNSON	1,516	$219K	0.15%	Timeline
MRKMERCK & CO INC	2,160	$215K	0.15%	Timeline
DFSVDIMENSIONAL ETF TRUST	6,830	$210K	0.15%	Timeline
SCHZSCHWAB STRATEGIC TR	9,224	$209K	0.15%	Timeline
XLESELECT SECTOR SPDR TR	2,344	$201K	0.14%	Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-25-000955	base		2025-02-11	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC