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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
EEMIshares Tr
Recent Activity
Decreased -3.72%
0.06%
$2.237M
53,493 shares@ $41.83 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -8.3%
0.05%
$1.917M
8,267 shares@ $231.85 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -3.33%
0.05%
$1.803M
3,711 shares@ $485.96 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -17.76%
0.04%
$1.696M
33,828 shares@ $50.14 avg price
DFICDimensional Etf Trust
Recent Activity
Decreased -2.67%
0.04%
$1.61M
62,311 shares@ $25.85 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -1.98%
0.04%
$1.577M
5,986 shares@ $263.5 avg price
IJJIshares Tr
Recent Activity
Decreased -3.06%
0.04%
$1.555M
12,442 shares@ $124.97 avg price
EEMSIshares Inc
Recent Activity
Decreased -1.99%
0.04%
$1.513M
26,020 shares@ $58.14 avg price
IWSIshares Tr
Recent Activity
Decreased -2.2%
0.04%
$1.478M
11,424 shares@ $129.35 avg price
PSTGPure Storage Inc
Recent Activity
Decreased -1.79%
0.04%
$1.442M
23,478 shares@ $61.44 avg price