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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 11.54%
11.78%
$517.89M
883,650 shares@ $586.09 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 15.6%
9.29%
$408.377M
5.679M shares@ $71.91 avg price
IEFAIshares Tr
Recent Activity
Increased 9.53%
5.32%
$233.999M
3.33M shares@ $70.29 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 12.89%
5.09%
$223.579M
4.017M shares@ $55.67 avg price
IGSBIshares Tr
Recent Activity
Increased 15.98%
4.83%
$212.174M
4.104M shares@ $51.71 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 18.01%
4.2%
$184.556M
5.462M shares@ $33.79 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 8.58%
3.81%
$167.331M
2.571M shares@ $65.09 avg price
VNQVanguard Index Fds
Recent Activity
Increased 6.01%
3.57%
$156.745M
1.76M shares@ $89.09 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -2.26%
3.55%
$156.16M
4.515M shares@ $34.59 avg price
DCORDimensional Etf Trust
Recent Activity
Increased 6.4%
3.09%
$135.718M
2.115M shares@ $64.16 avg price