Benchmark Wealth Management

Benchmark Wealth Management as of March 31, 2021

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 43 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 17.6 $24M 92k 257.04
Vanguard Whitehall Fds High Div Yld (VYM) 16.1 $22M 215k 101.09
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 14.2 $19M 226k 84.72
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 11.9 $16M 158k 101.91
Vanguard Index Fds Small Cp Etf (VB) 5.4 $7.3M 34k 214.08
Vanguard Specialized Funds Div App Etf (VIG) 5.2 $7.0M 48k 147.09
Ishares Tr Mrgstr Md Cp Etf (IMCB) 4.2 $5.6M 22k 251.43
Ishares Tr Morningstr Us Eq (ILCB) 4.0 $5.4M 24k 224.29
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.8 $5.1M 70k 72.91
Vanguard Index Fds Value Etf (VTV) 3.2 $4.4M 33k 131.45
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.7 $3.7M 45k 82.50
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $1.7M 17k 96.73
Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $1.4M 24k 61.17
Deere & Company (DE) 0.9 $1.2M 3.1k 374.19
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.1M 15k 74.42
Spdr Ser Tr S&p Divid Etf (SDY) 0.6 $793k 6.7k 118.06
Pfizer (PFE) 0.6 $773k 21k 36.23
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $706k 3.2k 221.39
Ishares Tr National Mun Etf (MUB) 0.5 $698k 6.0k 116.08
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $540k 11k 51.52
Boeing Company (BA) 0.3 $424k 1.7k 254.65
Caterpillar (CAT) 0.3 $411k 1.8k 231.81
Kimberly-Clark Corporation (KMB) 0.3 $370k 2.7k 139.20
3M Company (MMM) 0.3 $361k 1.9k 192.94
Microsoft Corporation (MSFT) 0.3 $359k 1.5k 235.56
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $355k 2.0k 176.35
Royce Value Trust (RVT) 0.3 $348k 19k 18.10
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $334k 2.5k 133.07
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $330k 1.3k 249.81
Exxon Mobil Corporation (XOM) 0.2 $297k 5.3k 55.88
Johnson & Johnson (JNJ) 0.2 $287k 1.7k 164.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $281k 4.6k 60.69
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $276k 1.5k 178.41
Pepsi (PEP) 0.2 $273k 1.9k 141.38
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $267k 3.4k 78.39
UnitedHealth (UNH) 0.2 $264k 708.00 372.88
Dominion Resources (D) 0.2 $264k 3.5k 75.99
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $246k 6.4k 38.35
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $244k 1.8k 134.66
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.2 $237k 6.2k 38.16
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $236k 4.8k 49.20
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $225k 2.4k 93.05
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $217k 7.1k 30.62