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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
ELVElevance Health Inc
Recent Activity
Decreased -15.21%
0.02%
$692,829
1,878 shares@ $368.92 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -34.06%
0.02%
$690,049
9,124 shares@ $75.64 avg price
BKFIshares Inc
Recent Activity
Decreased -1.22%
0.02%
$638,118
17,487 shares@ $36.5 avg price
MPCMarathon Pete Corp
Recent Activity
Decreased -0.95%
0.02%
$609,005
4,366 shares@ $139.49 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -12.68%
0.02%
$593,003
1,686 shares@ $351.73 avg price
VSGXVanguard World Fd
Recent Activity
Decreased -3.76%
0.02%
$585,785
10,331 shares@ $56.71 avg price
AFLAflac Inc
Recent Activity
Decreased -0.05%
0.02%
$582,863
5,635 shares@ $103.44 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -4.54%
0.02%
$568,190
6,464 shares@ $87.91 avg price
EMXCIshares Inc
Recent Activity
Decreased -6.9%
0.02%
$564,758
10,185 shares@ $55.45 avg price
IJSIshares Tr
Recent Activity
Decreased -1.78%
0.02%
$538,957
4,962 shares@ $108.62 avg price