Titelia

Holdings of SJBENEN ADVISORY, LLC

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
21 in 1 countries
Top ten
88.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1State Street SPDR S&P 500 ETF Trust 62,65140.7M $
2iShares Bitcoin Trust ETF 285,60011M $
3Coinbase Global Inc 56,9009.9M $
4iShares Trust 112,4009.7M $
5iShares Core S&P Total U.S. Stock Market ETF 61,4818.8M $
6Vanguard Total Stock Market ETF 24,5627.9M $
7Apple Inc 19,2214.9M $
8Palantir Technologies Inc 29,4264.3M $
9iShares Trust 35,3063.6M $
10Tesla Inc 8,1003M $
11JPMorgan Chase & Co 9,7002.9M $
12iShares Core MSCI Total International Stock ETF 23,1862M $
13Schwab US Broad Market ETF 76,4281.9M $
14Vanguard FTSE All-World ex-US ETF 23,4921.8M $
15Berkshire Hathaway Inc 3,2371.6M $
16Vanguard S&P 500 ETF 1,9001.1M $
17iShares Core S&P 500 ETF 1,159757.1K $
18Charles Schwab Corp/The 5,800545.1K $
19iShares Russell 2000 ETF 1,400347.2K $
20Vanguard Real Estate ETF 2,300204K $
21NRX Therapeutics Inc 15,00032K $

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Sector breakdown

  • Financials 12.7 %
  • Technology 7.9 %
  • Funds 6.7 %
  • Consumer discretionary 2.6 %
  • Unattributed 70.2 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States21116.9M $100.00 %
Cite this page

Titelia. "Holdings of SJBENEN ADVISORY, LLC". https://titelia.com/en/funds/US13F1813225