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Benson Investment Management Company, Inc. Portfolio
$17.8M across 7 positions as of 2026-09-30, with 100% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SCHXSchwab U.S. Large-Cap ETF | $6.9M | 38.8% | 230,077 |
| DFAIDimensional International Core Equity Market ETF | $4M | 22.5% | 96,470 |
| LAZARD ACTIVE ETF TR | $3.6M | 20.0% | 101,626 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $1.8M | 10.4% | 42,645 |
| AVUVAvantis U.S. Small Cap Value ETF | $671.3K | 3.8% | 5,700 |
| SPYState Street SPDR S&P 500 ETF Trust | $433.9K | 2.4% | 569 |
| VOOVanguard S&P 500 ETF | $365.1K | 2.1% | 512 |
Quarter ending 2026-09-30.
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