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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
SPTMSpdr Ser Tr
Recent Activity
Decreased -2.93%
0.39%
$16.786M
235,005 shares@ $71.43 avg price
TIPIshares Tr
Recent Activity
Decreased -3.01%
0.37%
$16.235M
152,372 shares@ $106.55 avg price
FRELFidelity Covington Trust
Recent Activity
Decreased -2.86%
0.27%
$11.799M
436,684 shares@ $27.03 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -2.97%
0.26%
$11.201M
249,357 shares@ $44.93 avg price
SCZIshares Tr
Recent Activity
Decreased -2.18%
0.23%
$9.968M
164,089 shares@ $60.75 avg price
DFSDDimensional Etf Trust
Recent Activity
Decreased -0.2%
0.16%
$6.771M
144,428 shares@ $46.89 avg price
IVEIshares Tr
Recent Activity
Decreased -3.61%
0.15%
$6.542M
34,271 shares@ $190.88 avg price
VFQYVanguard Wellington Fd
Recent Activity
Decreased -1.17%
0.14%
$5.925M
42,056 shares@ $140.89 avg price
IJHIshares Tr
Recent Activity
Decreased -1.25%
0.14%
$5.837M
93,673 shares@ $62.31 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.33%
0.11%
$4.711M
19,652 shares@ $239.72 avg price