BENNINGFIELD FINANCIAL ADVISORS, LLC - Portfolio overview

BENNINGFIELD FINANCIAL ADVISORS, LLC has 19 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DFUV - DIMENSIONAL ETF TRUST, 19.34%
2. VTIP - VANGUARD MALVERN FDS, 16.66%
3. IEF - ISHARES TR, 15.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.