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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
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 14.94%
2.44%
$107.165M
1.842M shares@ $58.18 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
Decreased -3.73%
2.44%
$107.09M
1.604M shares@ $66.78 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 10.87%
2.25%
$98.673M
1.516M shares@ $65.08 avg price
GNRSpdr Index Shs Fds
Recent Activity
Increased 9.27%
2.03%
$89.013M
1.789M shares@ $49.77 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -0.91%
1.99%
$87.16M
1.483M shares@ $58.8 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 7.72%
1.98%
$87.067M
2.982M shares@ $29.2 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 8.7%
1.88%
$82.632M
1.876M shares@ $44.05 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 10.9%
1.78%
$78.208M
1.635M shares@ $47.82 avg price
VOOVanguard Index Fds
Recent Activity
Increased 8.51%
1.26%
$55.234M
102,510 shares@ $538.82 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 9.6%
1.08%
$47.272M
963,744 shares@ $49.06 avg price