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Home > Institutional Investor > Benningfield Financial Advisors, Llc > Profile

Instuitional Investor - Benningfield Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Benningfield Financial Advisors, Llc
Portfolio Value $102,219,848
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 452,645 $18,522,234 18.11%
2.
Vanguard Malvern Fds
 346,266 $16,766,182 16.4%
3.
Palantir Technologies Inc.
 PLTR 210,040 $15,885,326 15.54%
4.
Ishares Trust
 IEF 161,295 $14,911,761 14.58%
5.
Vanguard Index Fds
 47,063 $13,639,399 13.34%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)