Universe · entity
Benson Investment Management Company, Inc.
Institutional manager (13F) · CIK 1694896
13F holdings · as of 2026-03-31 · top 7 · reported portfolio $11M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $4M | 150,802 |
| 2 | DIMENSIONAL ETF TRUST | $4M | 96,470 |
| 3 | DIMENSIONAL ETF TRUST | $2M | 42,645 |
| 4 | WELLS FARGO & CO | $710k | 615 |
| 5 | BANK AMERICA CORP | $566k | 475 |
| 6 | STATE STR SPDR S&P 500 ETF T | $370k | 569 |
| 7 | VANGUARD INDEX FDS | $311k | 521 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.