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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
VTVVanguard Index Fds
Recent Activity
Increased 3.7%
0.37%
$15.845M
93,590 shares@ $169.3 avg price
PFFIshares Tr
Recent Activity
Increased 4.25%
0.36%
$15.759M
501,245 shares@ $31.44 avg price
EMBIshares Tr
Recent Activity
Increased 5.02%
0.36%
$15.597M
175,163 shares@ $89.05 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 113.55%
0.32%
$14.029M
583,097 shares@ $24.06 avg price
NVDANvidia Corporation
Recent Activity
Increased 17.64%
0.32%
$13.757M
102,445 shares@ $134.29 avg price
IWNIshares Tr
Recent Activity
Increased 20.21%
0.31%
$13.37M
81,440 shares@ $164.18 avg price
USRTIshares Tr
Recent Activity
Increased 7.43%
0.29%
$12.406M
216,480 shares@ $57.32 avg price
IEMGIshares Inc
Recent Activity
Increased 6.95%
0.27%
$11.817M
226,285 shares@ $52.22 avg price
CMFIshares Tr
Recent Activity
Increased 0.1%
0.26%
$11.375M
198,585 shares@ $57.28 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 6.05%
0.25%
$10.891M
49,644 shares@ $219.39 avg price