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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
BSVVanguard Bd Index Fds
Recent Activity
Decreased -4.67%
0.09%
$3.934M
50,916 shares@ $77.27 avg price
SCHHSchwab Strategic Tr
Recent Activity
Decreased -1.76%
0.09%
$3.664M
173,986 shares@ $21.07 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -7.1%
0.08%
$3.304M
30,714 shares@ $107.57 avg price
IJRIshares Tr
Recent Activity
Decreased -4.63%
0.08%
$3.287M
28,528 shares@ $115.22 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -9.73%
0.08%
$3.226M
19,240 shares@ $167.66 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -2.32%
0.07%
$2.969M
12,768 shares@ $232.53 avg price
SHWSherwin Williams Co
Recent Activity
Decreased -5.09%
0.07%
$2.766M
8,136 shares@ $339.93 avg price
NVRNvr Inc
Recent Activity
Decreased -0.94%
0.06%
$2.568M
314 shares@ $8178.91 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -8.11%
0.06%
$2.521M
17,431 shares@ $144.62 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -5.44%
0.06%
$2.371M
4,049 shares@ $585.55 avg price