account_balance
Investment manager · 13F filer · SEC CIK 1694896
Benson Investment Management Company, Inc.
Reported value$17.8Mas of Sep 30, 2026
Positions7 0 new, 2 sold out
Top 10 weight100.0%SCHX alone is 39%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 7 stocks.
SCHXSchwab Strategic Tr
38.8%
DFAIDimensional ETF Trust
22.5%
IDEQLazard Active ETF Tr
20.0%
DISVDimensional ETF Trust
10.4%
AVUVAmerican Centy ETF Tr
3.8%Added +10%
SPYSPDR S&P 500 ETF Trust
2.4%
VOO2.1%
SCHXSchwab Strategic Tr
38.8%
DFAIDimensional ETF Trust
22.5%
IDEQLazard Active ETF Tr
20.0%
DISVDimensional ETF Trust
10.4%
AVUV3.8%
SPYVOO
Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 7 as a list
SCHX Schwab Strategic Tr 38.8% Held
DFAI Dimensional ETF Trust 22.5% Held
IDEQ Lazard Active ETF Tr 20.0% Held
DISV Dimensional ETF Trust 10.4% Held
AVUV American Centy ETF Tr 3.8% Added +10%
SPY SPDR S&P 500 ETF Trust 2.4% HeldVOO Vanguard Index FDS 2.1% Trimmed −6%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- AVUV +10%
arrow_downwardTrimmed
- VOO −6%
remove_circleSold out
- Wells Fargo & Co $712K
- Bank of Amer Corp $596K
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