Benchmark Wealth Management

Benchmark Wealth Management as of June 30, 2022

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 48 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 19.2 $26M 257k 101.70
Vanguard Index Fds Growth Etf (VUG) 16.9 $23M 103k 222.89
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.6 $17M 228k 75.26
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 9.7 $13M 132k 99.11
Vanguard Specialized Funds Div App Etf (VIG) 4.9 $6.6M 46k 143.47
Vanguard Index Fds Small Cp Etf (VB) 4.8 $6.5M 37k 176.11
Ishares Tr Mrgstr Md Cp Etf (IMCB) 3.9 $5.4M 95k 56.35
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.6 $4.9M 69k 71.62
Ishares Tr Morningstr Us Eq (ILCB) 3.5 $4.7M 90k 51.96
Vanguard Index Fds Value Etf (VTV) 3.1 $4.3M 32k 131.89
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.9 $3.9M 51k 76.26
Schwab Strategic Tr Us Tips Etf (SCHP) 1.5 $2.0M 36k 55.79
Pfizer (PFE) 1.2 $1.6M 30k 52.44
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $1.6M 36k 44.20
Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $946k 19k 50.32
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $945k 15k 62.74
Deere & Company (DE) 0.7 $928k 3.1k 299.35
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $776k 16k 49.92
Ishares Tr National Mun Etf (MUB) 0.5 $688k 6.5k 106.29
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $675k 3.4k 197.02
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $633k 5.3k 118.63
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $609k 10k 58.90
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $557k 8.8k 63.54
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $534k 9.5k 56.31
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $530k 6.2k 85.31
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $529k 11k 49.97
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $521k 10k 50.07
Exxon Mobil Corporation (XOM) 0.4 $501k 5.8k 85.70
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $410k 3.9k 104.70
Microsoft Corporation (MSFT) 0.3 $392k 1.5k 256.71
Kimberly-Clark Corporation (KMB) 0.3 $359k 2.7k 135.06
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $334k 12k 27.50
Pepsi (PEP) 0.2 $322k 1.9k 166.75
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $321k 2.1k 153.37
Caterpillar (CAT) 0.2 $318k 1.8k 178.95
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $308k 6.2k 50.06
UnitedHealth (UNH) 0.2 $303k 589.00 514.43
Johnson & Johnson (JNJ) 0.2 $283k 1.6k 177.54
Dominion Resources (D) 0.2 $277k 3.5k 79.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $253k 1.7k 149.62
3M Company (MMM) 0.2 $242k 1.9k 129.34
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $237k 4.6k 51.61
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $235k 1.8k 129.69
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.2 $233k 5.7k 40.72
Royce Value Trust (RVT) 0.2 $229k 16k 13.98
Boeing Company (BA) 0.2 $228k 1.7k 136.94
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.2 $221k 5.4k 40.93
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.2 $213k 6.2k 34.29