Institutional Manager · CIK 0001813225
SJBENEN ADVISORY, LLC
CHAPEL HILL, NC · File #028-25915
Latest AUM
$107.2M
Positions
30
Top-10 Concentration
80.9%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 109,033 | $16.2M | 15.12% |
| 2 | ISHARES BITCOIN TRUST ETF | IBIT | 299,800 | $14.9M | 13.89% |
| 3 | COINBASE GLOBAL INC | COIN | 59,900 | $13.5M | 12.64% |
| 4 | SPDR S&P 500 ETF TR | SPY | 92,608 | $12.9M | 12.03% |
| 5 | VANGUARD INDEX FDS | 922908769 | 48,155 | $7.7M | 7.18% |
| 6 | APPLE INC | AAPL | 19,255 | $5.2M | 4.88% |
| 7 | PALANTIR TECHNOLOGIES INC | PLTR | 29,426 | $5.2M | 4.88% |
| 8 | PIMCO ETF TR | 72201R304 | 79,686 | $4.1M | 3.85% |
| 9 | ISHARES BITCOIN TRUST ETF | IBIT | 79,200 | $3.9M | 3.67% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 9,118 | $2.9M | 2.74% |
| 11 | ISHARES TR | 464287432 | 97,200 | $2.8M | 2.62% |
| 12 | SCHWAB STRATEGIC TR | 808524102 | 105,143 | $2.8M | 2.57% |
| 13 | ISHARES TR | 46432F834 | 31,790 | $2.7M | 2.51% |
| 14 | PROSHARES TR | 74350P667 | 37,100 | $2.5M | 2.37% |
| 15 | ISHARES TR | 464287440 | 13,800 | $1.3M | 1.24% |
| 16 | ISHARES TR | 464287655 | 4,700 | $1.2M | 1.08% |
| 17 | PROSHARES TR | 74347G143 | 23,300 | $1.1M | 1.07% |
| 18 | TESLA INC | TSLA | 2,500 | $1.1M | 1.05% |
| 19 | ISHARES TR | 464287200 | 1,302 | $891,750 | 0.83% |
| 20 | ISHARES TR | 464287176 | 5,600 | $615,496 | 0.57% |