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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
DFUSDimensional Etf Trust
Recent Activity
Decreased -2.45%
0.02%
$530,287
8,318 shares@ $63.76 avg price
YUMYum Brands Inc
Recent Activity
Decreased -21.07%
0.02%
$466,209
3,475 shares@ $134.17 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -1.38%
0.02%
$459,638
5,056 shares@ $90.91 avg price
ROKRockwell Automation Inc
Recent Activity
Decreased -1.49%
0.02%
$452,806
1,584 shares@ $285.87 avg price
SKXSkechers U S A Inc
Recent Activity
Decreased -0.3%
0.02%
$444,389
6,609 shares@ $67.24 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -15.04%
0.01%
$432,483
10,815 shares@ $39.99 avg price
INTCIntel Corp
Recent Activity
Decreased -33.57%
0.01%
$430,452
21,469 shares@ $20.05 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -1.96%
0.01%
$421,865
2,250 shares@ $187.5 avg price
MGKVanguard World Fd
Recent Activity
Decreased -2.94%
0.01%
$418,636
1,219 shares@ $343.43 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -3.74%
0.01%
$407,765
8,437 shares@ $48.34 avg price