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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 $104,105,122
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 455,677 $18,778,450 18.04%
2.
Vanguard Malvern Fds
 358,581 $17,893,174 17.19%
3.
Ishares Trust
 IEF 173,424 $16,539,490 15.89%
4.
Palantir Technologies Inc.
 PLTR 167,440 $14,131,936 13.57%
5.
Vanguard Index Fds
 46,599 $12,807,336 12.3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)