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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
AAPLApple Inc
Recent Activity
Increased 1.87%
0.99%
$43.125M
172,210 shares@ $250.43 avg price
ITOTIshares Tr
Recent Activity
Decreased -7.39%
0.96%
$41.917M
325,902 shares@ $128.62 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 9.39%
0.86%
$37.717M
913,919 shares@ $41.27 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 104.66%
0.81%
$35.444M
1.372M shares@ $25.83 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.89%
0.78%
$34.157M
117,860 shares@ $289.81 avg price
VVVanguard Index Fds
Recent Activity
Increased 0.65%
0.78%
$33.917M
125,759 shares@ $269.7 avg price
HYGIshares Tr
Recent Activity
Increased 4.75%
0.73%
$31.995M
406,798 shares@ $78.65 avg price
SPIPSpdr Ser Tr
Recent Activity
Decreased -1.44%
0.66%
$28.98M
1.145M shares@ $25.32 avg price
STIPIshares Tr
Recent Activity
Decreased -11.01%
0.58%
$25.391M
252,400 shares@ $100.61 avg price
VOVanguard Index Fds
Recent Activity
Decreased -2.34%
0.57%
$24.874M
94,174 shares@ $264.13 avg price