Benson Investment Management Company, Inc.
CIK: 1694896SEC EDGAR →
Portfolio Value
$9.3B
Holdings
7
As of
Q1 2026
New Positions
7
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 150,802 | $3.9B | 41.54% |
| 2 | DIMENSIONAL ETF TRUST | 96,470 | $3.8B | 40.37% |
| 3 | DIMENSIONAL ETF TRUST | 42,645 | $1.7B | 18.07% |
| 4 | WELLS FARGO & CO | 615 | $710K | 0.01% |
| 5 | BANK AMERICA CORP | 475 | $566K | 0.01% |
| 6 | STATE STR SPDR S&P 500 ETF T | 569 | $370K | 0.00% |
| 7 | VANGUARD INDEX FDS | 521 | $311K | 0.00% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 5 | $9.3B | 100.0% |
| Unknown | 2 | $1.3M | 0.0% |