BENNINGFIELD FINANCIAL ADVISORS, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in BENNINGFIELD FINANCIAL ADVISORS, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | DFUV | DIMENSIONAL ETF TRUST | 19.38% | 24.560 M $ | 506819 | 2024/12/31 | 944.804 K $ | 4.01 % |
| 2026/03/31 | VTIP | VANGUARD MALVERN FDS | 16.69% | 21.152 M $ | 423463 | 2024/12/31 | 195.181 K $ | 0.99 % |
| 2026/03/31 | IEF | ISHARES TR | 15.62% | 19.790 M $ | 207357 | 2024/12/31 | -139.985 K $ | -0.75 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 12.77% | 16.186 M $ | 50454 | 2024/12/31 | -684.420 K $ | -4.31 % |
| 2026/03/31 | BSVO | EA SERIES TRUST | 10.46% | 13.251 M $ | 522314 | 2024/12/31 | 1.121 M $ | 8.88 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 10.09% | 12.791 M $ | 87440 | 2024/12/31 | -3.378 M $ | -17.70 % |
| 2026/03/31 | AVUV | AMERICAN CENTY ETF TR | 5.37% | 6.804 M $ | 61593 | 2025/03/31 | 485.908 K $ | 8.33 % |
| 2026/03/31 | DFIV | DIMENSIONAL ETF TRUST | 3.91% | 4.952 M $ | 93817 | 2024/12/31 | 275.601 K $ | 5.77 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 1.72% | 2.175 M $ | 11083 | 2024/12/31 | 59.169 K $ | 2.73 % |
| 2026/03/31 | VGIT | VANGUARD SCOTTSDALE FDS | 1.68% | 2.134 M $ | 35843 | 2024/12/31 | -13.620 K $ | -0.63 % |
| 2026/03/31 | QUAL | ISHARES TR | 0.49% | 626.644 K $ | 3267 | 2024/12/31 | -45.974 K $ | -3.43 % |
| 2026/03/31 | VXUS | VANGUARD STAR FDS | 0.41% | 525.120 K $ | 6810 | 2025/12/31 | 6.070 K $ | 2.21 % |
| 2026/03/31 | DFAT | DIMENSIONAL ETF TRUST | 0.34% | 433.528 K $ | 6942 | 2024/12/31 | 21.074 K $ | 4.89 % |
| 2026/03/31 | IVLU | ISHARES TR | 0.25% | 322.692 K $ | 8132 | 2025/09/30 | 13.255 K $ | 4.28 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.22% | 283.384 K $ | 400 | 2025/09/30 | 54.236 K $ | 23.67 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 0.21% | 272.245 K $ | 5037 | 2024/12/31 | 1.554 K $ | 0.54 % |
| 2026/03/31 | DFAS | DIMENSIONAL ETF TRUST | 0.19% | 238.286 K $ | 3350 | 2025/03/31 | 4.890 K $ | 2.10 % |
| 2026/03/31 | IJS | ISHARES TR | 0.18% | 232.755 K $ | 1965 | 2025/09/30 | 9.294 K $ | 4.16 % |