☆Benson Investment Management Company, Inc.
Quality Q
0.000
AUM ($M)
19
Positions
9
Turnover
0.24
Top-10 wt
100%
Herfindahl
0.224
History (qtrs)
6
Excess Return
not eligible
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Holdings · 9 positions · portfolio value $19M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SCHX funds › | SCHWAB STRATEGIC TR | ADD | — | 36.1% | +1.8% | 6.8 | 230,404 | +79,602 | 0 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | HOLD | — | 21.2% | -12.2% | 4.0 | 96,470 | +0 | 0 | — |
| ☆IDEQ funds › | LAZARD ACTIVE ETF TR | NEW | — | 18.9% | +18.9% | 3.6 | 101,480 | +101,480 | 0 | — |
| ☆DISV funds › | DIMENSIONAL ETF TRUST | HOLD | — | 9.1% | -5.8% | 1.7 | 42,645 | +0 | 0 | — |
| ☆CUSIP:949746804 funds › | WELLS FARGO & CO | HOLD | — | 3.8% | -2.5% | 0.7 | 615 | +0 | 0 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | NEW | — | 3.5% | +3.5% | 0.6 | 5,200 | +5,200 | 0 | — |
| ☆CUSIP:060505682 funds › | BANK OF AMER CORP | HOLD | — | 3.2% | -1.9% | 0.6 | 475 | +0 | 0 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | HOLD | — | 2.3% | -1.0% | 0.4 | 569 | +0 | 0 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 2.0% | -0.8% | 0.4 | 542 | +21 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 19 | 9 | 0.24 | 100% | 0.224 | 0.000 | — | out |
| 2026Q1 | 11 | 7 | 0.99 | 100% | 0.260 | 0.000 | — | left |
| 2025Q4 | 286 | 50 | 0.25 | 34% | 0.026 | 0.072 | — | in |
| 2025Q3 | 293 | 54 | 0.16 | 35% | 0.025 | 0.159 | — | in |
| 2025Q2 | 264 | 52 | 0.28 | 35% | 0.025 | 0.068 | — | entered |
| 2025Q1 | 230 | 48 | 0.00 | 35% | 0.026 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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