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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
COPConocophillips
Recent Activity
Decreased -27.36%
0.01%
$399,704
4,030 shares@ $99.19 avg price
FDXFedex Corp
Recent Activity
Decreased -0.36%
0.01%
$389,107
1,383 shares@ $281.35 avg price
CHTRCharter Communications Inc N
Recent Activity
Decreased -8.36%
0.01%
$360,594
1,052 shares@ $342.77 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -0.51%
0.01%
$353,470
13,273 shares@ $26.64 avg price
KOCoca Cola Co
Recent Activity
Decreased -41.94%
0.01%
$352,609
5,663 shares@ $62.27 avg price
XCEMColumbia Etf Tr Ii
Recent Activity
Decreased -12.88%
0.01%
$351,331
11,869 shares@ $29.61 avg price
HAPVaneck Etf Trust
Recent Activity
Decreased -0.41%
0.01%
$348,549
7,644 shares@ $45.6 avg price
VTVanguard Intl Equity Index F
Recent Activity
Decreased -26.83%
0.01%
$347,449
2,958 shares@ $117.47 avg price
PSAPublic Storage Oper Co
Recent Activity
Decreased -0.94%
0.01%
$347,051
1,159 shares@ $299.45 avg price
SFMSprouts Fmrs Mkt Inc
Recent Activity
Decreased -13.72%
0.01%
$341,818
2,690 shares@ $127.07 avg price