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Benjamin S. Littman

@Pure Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$4.399BTotal holdings349
Assets growth rate5.61%Assets growth rate (2-Q avg)10.59%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Pure Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 349 positions.

Assets under management

The assets under management (AUM) of Pure Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 4.399B in assets, with a quarterly growth rate of 5.61% and a 2-quarter average growth rate of 10.59%. The portfolio is managed by Benjamin S. Littman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DXUVDimensional Etf Trust
Recent Activity
New Position
0.05%
$2.094M
39,627 shares@ $52.86 avg price
DXIVDimensional Etf Trust
Recent Activity
New Position
0.04%
$1.728M
35,953 shares@ $48.08 avg price
DISVDimensional Etf Trust
Recent Activity
New Position
0.04%
$1.637M
61,628 shares@ $26.58 avg price
IXJIshares Tr
Recent Activity
New Position
0.02%
$599,383
6,972 shares@ $85.98 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.02%
$510,585
5,814 shares@ $87.82 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
New Position
0.02%
$473,311
8,395 shares@ $56.39 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.02%
$442,357
5,638 shares@ $78.46 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.01%
$403,542
6,360 shares@ $63.45 avg price
LNTAlliant Energy Corp
Recent Activity
New Position
0.01%
$396,061
6,697 shares@ $59.15 avg price
VCITVanguard Scottsdale Fds
Recent Activity
New Position
0.01%
$332,021
4,136 shares@ $80.28 avg price