Sjbenen Advisory, LLC
Sjbenen Advisory, LLC reported 33 holdings worth US$165M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 19, 2026
Sjbenen Advisory, LLC reported 33 holdings worth US$165M as of Sep 30, 2026. Largest: State Street SPDR S&P 500 ETF, iShares Core S&P Total U.S. Stock Market ETF and Vanguard Morningstar Total Stock Market ETF. Filed Oct 19, 2026 (Form 13F).
- Holdings
- 33
- Value as reported
- US$165M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| State Street SPDR S&P 500 ETF | 75,171 | US$57.5M | 34.9% |
| iShares Core S&P Total U.S. Stock Market ETF | 117K | US$19.6M | 11.8% |
| Vanguard Morningstar Total Stock Market ETF | 48,397 | US$18.3M | 11.1% |
| iShares Bitcoin Trust ETF | 222K | US$10.7M | 6.5% |
| Coinbase Global, Inc. | 49,700 | US$9.34M | 5.7% |
| Apple Inc | 19,256 | US$6.43M | 3.9% |
| Palantir Technologies Inc. | 29,426 | US$5.54M | 3.4% |
| Jp Morgan Chase & Co. | 11,361 | US$3.78M | 2.3% |
| PIMCO 15+ Year US TIPS Index Exchange-Traded Fund | 81,448 | US$3.64M | 2.2% |
| iShares Core MSCI Total International Stock ETF | 38,201 | US$3.63M | 2.2% |
| iShares 0-3 Month Treasury Bond ETF | 32,510 | US$3.26M | 2.0% |
| Schwab U.S. Broad Market ETF | 105K | US$3.1M | 1.9% |
| Tesla, Inc. | 8,000 | US$2.85M | 1.7% |
| Vanguard FTSE All-World ex-US Index Fund | 25,568 | US$2.11M | 1.3% |
| Berkshire Hathaway Inc. | 3,159 | US$1.59M | 0.96% |
| Vanguard S&P 500 ETF | 1,937 | US$1.36M | 0.82% |
| iShares 20+ Year Treasury Bond ETF | 16,000 | US$1.23M | 0.75% |
| iShares Core S&P 500 ETF | 1,585 | US$1.22M | 0.74% |
| SPDR Gold Shares | 3,200 | US$1.22M | 0.74% |
| Zoom Communications, Inc. | 7,100 | US$666K | 0.40% |
| Charles Schwab Corporation (the) | 5,800 | US$568K | 0.34% |
| State Street SPDR Dow Jones Industrial Average ETF Trust | 590 | US$301K | 0.18% |
| Alphabet Inc (google) Class C | 866 | US$294K | 0.18% |
| Cisco Systems, Inc. | 2,231 | US$250K | 0.15% |
| Wells Fargo & Company | 218 | US$235K | 0.14% |
| Vanguard Morningstar Small-Cap Growth ETF | 650 | US$224K | 0.14% |
| Vanguard Industrials ETF | 646 | US$211K | 0.13% |
| Nrx Pharmaceuticals, Inc. | 15,000 | US$41,978 | 0.03% |
| Bank Of America Corporation | 0 | US$0 | 0.00% |
Source
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