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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
IVVIshares Tr
Recent Activity
Increased 4.96%
0.53%
$23.087M
39,219 shares@ $588.68 avg price
VBVanguard Index Fds
Recent Activity
Increased 5.88%
0.53%
$22.881M
95,228 shares@ $240.28 avg price
QUALIshares Tr
Recent Activity
Increased 10.21%
0.51%
$22.271M
125,064 shares@ $178.09 avg price
AGGIshares Tr
Recent Activity
Increased 38.73%
0.5%
$21.699M
223,935 shares@ $96.91 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -0.93%
0.49%
$21.312M
624,438 shares@ $34.13 avg price
SCHCSchwab Strategic Tr
Recent Activity
Increased 0.46%
0.49%
$21.246M
618,880 shares@ $34.34 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.78%
0.48%
$20.87M
49,514 shares@ $421.5 avg price
EMGFIshares Inc
Recent Activity
Increased 19.65%
0.47%
$20.281M
448,426 shares@ $45.23 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -3.14%
0.43%
$18.56M
362,925 shares@ $51.14 avg price
GUNRFlexshares Tr
Recent Activity
Increased 8.3%
0.4%
$17.559M
482,919 shares@ $36.37 avg price