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Home > Institutional Investor > Benningfield Financial Advisors, Llc > Profile

Instuitional Investor - Benningfield Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Benningfield Financial Advisors, Llc
Portfolio Value $115,854,497
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 480,296 $20,306,915 17.53%
2.
Palantir Technologies Inc.
 PLTR 147,340 $20,085,389 17.34%
3.
Vanguard Malvern Fds
 365,155 $18,356,324 15.84%
4.
Ishares Trust
 IEF 176,107 $16,865,802 14.56%
5.
Vanguard Index Fds
 46,550 $14,149,237 12.21%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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