L.K. Benson & Company, P.C. Last Quarter Change: USA ETF, Reduced

L.K. Benson & Company, P.C. quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, L.K. Benson & Company, P.C. opened 15 positions, added to 44, reduced 27, sold out of 13 and left 9 unchanged. The largest increase in value was DFUS (+$4,491,654); the largest decrease was DFUS (-$3,881,365).

VXUS: Country of operation —; Class VG TL INTL STK F; Shares 2026-03-31 166,972; Shares 2026-06-30 166,775.
SCHF: Country of operation —; Class INTL EQTY ETF; Shares 2026-03-31 270,856; Shares 2026-06-30 262,265.
IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2026-03-31 6,081; Shares 2026-06-30 5,947.
AVUV: Country of operation —; Class US SML CP VALU; Shares 2026-03-31 30,039; Shares 2026-06-30 29,926.

Two Form 13F-HR filings compared (SEC CIK 2055235): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
VXUS VANGUARD STAR FDS	VG TL INTL STK F	166,972	166,775	-197	$12,874,952	$14,257,666	+$1,382,714
SCHF SCHWAB STRATEGIC TR	INTL EQTY ETF	270,856	262,265	-8,591	$6,703,686	$7,264,783	+$561,097
IVV ISHARES TR	CORE S&P500 ETF	6,081	5,947	-134	$3,971,175	$4,452,600	+$481,425
AVUV AMERICAN CENTY ETF TR	US SML CP VALU	30,039	29,926	-113	$3,318,378	$3,733,587	+$415,209
AVEM AMERICAN CENTY ETF TR	AVANTIS EMGMKT	20,675	20,500	-175	$1,666,102	$1,978,058	+$311,956
AMLP ALPS ETF TR	ALERIAN MLP	8,866	5,818	-3,048	$466,706	$301,664	-$165,042
DFAT DIMENSIONAL ETF TRUST	US TARGETED VLU	20,289	20,280	-9	$1,267,035	$1,417,634	+$150,599
SMMD ISHARES TR	RUSEL 2500 ETF	11,147	10,774	-373	$851,114	$987,287	+$136,173
QMOM EA SERIES TRUST	US QUAN MOMENTUM	27,071	25,196	-1,875	$1,849,248	$1,983,656	+$134,408
ITOT ISHARES TR	CORE S&P TTL STK	7,846	7,599	-247	$1,117,506	$1,248,288	+$130,782
FRDM EA SERIES TRUST	FREEDOM 100 EM	17,435	14,589	-2,846	$952,848	$1,063,654	+$110,806
SCHP SCHWAB STRATEGIC TR	US TIPS ETF	47,656	44,662	-2,994	$1,268,146	$1,183,545	-$84,601
AVUS AMERICAN CENTY ETF TR	US EQT ETF	5,897	5,754	-143	$655,652	$736,987	+$81,335
VNQ VANGUARD INDEX FDS	REAL ESTATE ETF	11,535	11,348	-187	$1,023,136	$1,094,296	+$71,160
IVAL EA SERIES TRUST	INTL QUAN VALUE	30,027	28,262	-1,765	$1,019,723	$962,833	-$56,890
QVAL EA SERIES TRUST	US QUAN VALUE	37,998	36,625	-1,373	$1,981,283	$2,030,850	+$49,567
AVMU AMERICAN CENTY ETF TR	CORE MUNI FXD IN	24,639	23,286	-1,353	$1,128,335	$1,084,725	-$43,610
VYM VANGUARD WHITEHALL FDS	HIGH DIV YLD	3,055	2,592	-463	$452,483	$409,600	-$42,883
AVDV AMERICAN CENTY ETF TR	INTL SMCP VLU	15,508	15,374	-134	$1,548,457	$1,584,260	+$35,803
SCHO SCHWAB STRATEGIC TR	SHT TM US TRES	30,018	28,697	-1,321	$728,521	$692,737	-$35,784
IWP ISHARES TR	RUS MD CP GR ETF	2,392	2,281	-111	$306,463	$333,961	+$27,498
IMOM EA SERIES TRUST	INTL QUAN MOMNTM	24,288	22,812	-1,476	$967,351	$987,195	+$19,844
LRGF ISHARES TR	U S EQUITY FACTR	4,979	4,130	-849	$328,575	$312,371	-$16,204
FLOT ISHARES TR	FLTG RATE NT ETF	16,263	15,982	-281	$828,591	$815,843	-$12,748
VCIT VANGUARD SCOTTSDALE FDS	INT-TERM CORP	6,166	6,054	-112	$510,307	$500,365	-$9,942
DFAI DIMENSIONAL ETF TRUST	INTL CORE EQT MK	14,241	13,591	-650	$554,829	$560,596	+$5,767
BOND PIMCO ETF TR	ACTIVE BD ETF	5,711	5,687	-24	$527,050	$524,494	-$2,556

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