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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
FIWFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.01%
$321,151
3,147 shares@ $102.05 avg price
UBERUber Technologies Inc
Recent Activity
New Position
0.01%
$320,718
5,317 shares@ $60.32 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.01%
$319,573
6,024 shares@ $53.05 avg price
VXUSVanguard Star Fds
Recent Activity
New Position
0.01%
$306,731
5,205 shares@ $58.94 avg price
FPXFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.01%
$299,970
2,510 shares@ $119.51 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
New Position
0.01%
$296,927
6,804 shares@ $43.65 avg price
ORealty Income Corp
Recent Activity
New Position
0.01%
$268,499
5,027 shares@ $53.42 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.01%
$267,749
3,707 shares@ $72.23 avg price
DUSBDimensional Etf Trust
Recent Activity
New Position
0.01%
$266,350
5,265 shares@ $50.59 avg price
SHOPShopify Inc
Recent Activity
New Position
0.01%
$258,989
2,436 shares@ $106.32 avg price