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Benchmark Wealth Management

Latest statistics and disclosures from Benchmark Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VYM, BND, VOO, VB, and represent 61.72% of Benchmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BND, VTEB, VEU, VTV, SCHB, NVDA, IJK, VO, JNJ, VTI.
Started 2 new stock positions in IJK, NVDA.
Reduced shares in these 10 stocks: MINT, SCHP, VGSH, ILCB, VUG, SCHD, VYM, RVT, COWZ, VONV.
Benchmark Wealth Management was a net buyer of stock by $2.9M.
Benchmark Wealth Management has $184M in assets under management (AUM), dropping by 8.46%.
Central Index Key (CIK): 0001788241

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Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 49 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	19.0	$35M		101k	344.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	16.6	$30M		251k	120.99	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	12.6	$23M	+7%	318k	72.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.1	$17M		35k	480.70	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.5	$8.2M		36k	228.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.5	$6.5M		80k	80.63	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.5	$6.4M	+10%	109k	58.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.4	$6.2M		34k	182.61	View chart
Vanguard Index Fds Value Etf (VTV)	3.1	$5.6M	+9%	35k	162.86	View chart
Ishares Tr Morningstr Us Eq (ILCB)	2.6	$4.8M	-5%	67k	72.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.6	$4.7M	+4%	19k	249.87	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	2.6	$4.7M		64k	72.83	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.4	$4.3M	+29%	85k	50.60	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.9	$3.5M	+9%	58k	61.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.3	$2.3M		30k	77.31	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.1	$2.1M	-27%	21k	100.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.3M		3.0k	420.52	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$1.3M		16k	81.43	View chart
Deere & Company (DE)	0.7	$1.3M		3.1k	410.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$1.2M	+8%	4.6k	259.88	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$1.1M		9.7k	110.50	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$949k	-32%	18k	52.16	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$911k	-28%	16k	58.07	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$777k		9.0k	86.67	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.4	$746k		5.7k	131.24	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.4	$746k		9.5k	78.64	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$681k		7.3k	93.19	View chart
Exxon Mobil Corporation (XOM)	0.4	$674k		5.8k	116.24	View chart
Caterpillar (CAT)	0.4	$654k		1.8k	366.41	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$548k		9.4k	58.11	View chart
Pfizer (PFE)	0.3	$541k		20k	27.75	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$476k		10k	47.06	View chart
Microsoft Corporation (MSFT)	0.3	$473k		1.1k	420.73	View chart
Johnson & Johnson (JNJ)	0.2	$430k	+74%	2.7k	158.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$386k	+11%	3.9k	97.94	View chart
Pepsi (PEP)	0.2	$327k		1.9k	175.01	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$323k		4.0k	80.51	View chart
Boeing Company (BA)	0.2	$321k		1.7k	192.99	View chart
Kimberly-Clark Corporation (KMB)	0.2	$318k		2.5k	129.35	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.2	$316k		12k	25.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$311k		1.6k	191.89	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.2	$307k		3.0k	103.01	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$298k		4.9k	60.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$285k		1.8k	155.91	View chart
NVIDIA Corporation (NVDA)	0.1	$271k	NEW	300.00	903.56	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$219k	NEW	2.4k	91.25	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$218k		6.2k	35.15	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$216k		3.8k	57.47	View chart
Royce Value Trust (RVT)	0.1	$216k	-6%	14k	15.17	View chart

Past Filings by Benchmark Wealth Management

SEC 13F filings are viewable for Benchmark Wealth Management going back to 2019

Benchmark Wealth Management 2024 Q1 filed April 8, 2024
Benchmark Wealth Management 2023 Q4 filed Jan. 19, 2024
Benchmark Wealth Management 2023 Q3 filed Oct. 16, 2023
Benchmark Wealth Management 2023 Q2 filed July 19, 2023
Benchmark Wealth Management 2023 Q1 filed April 17, 2023
Benchmark Wealth Management 2022 Q4 filed Feb. 7, 2023
Benchmark Wealth Management 2022 Q3 filed Oct. 13, 2022
Benchmark Wealth Management 2022 Q2 filed July 11, 2022
Benchmark Wealth Management 2022 Q1 filed April 14, 2022
Benchmark Wealth Management 2021 Q4 filed Jan. 21, 2022
Benchmark Wealth Management 2021 Q3 filed Oct. 12, 2021
Benchmark Wealth Management 2021 Q2 filed July 14, 2021
Benchmark Wealth Management 2021 Q1 filed April 15, 2021
Benchmark Wealth Management 2020 Q4 filed Jan. 12, 2021
Benchmark Wealth Management 2020 Q3 filed Nov. 5, 2020
Benchmark Wealth Management 2020 Q2 filed July 9, 2020

View all past filings

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