Benchmark Wealth Management

Benchmark Wealth Management as of Sept. 30, 2022

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 49 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 19.5 $25M 262k 94.88
Vanguard Index Fds Growth Etf (VUG) 18.0 $23M 107k 213.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.1 $15M 216k 71.33
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 7.1 $9.1M 92k 98.86
Vanguard Index Fds Small Cp Etf (VB) 5.1 $6.5M 38k 170.90
Vanguard Specialized Funds Div App Etf (VIG) 4.9 $6.2M 46k 135.17
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.7 $4.7M 71k 66.43
Ishares Tr Mrgstr Md Cp Etf (IMCB) 3.6 $4.6M 85k 53.88
Ishares Tr Morningstr Us Eq (ILCB) 3.2 $4.1M 84k 49.39
Vanguard Index Fds Value Etf (VTV) 3.1 $4.0M 32k 123.49
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.7 $3.5M 47k 74.27
Schwab Strategic Tr Us Tips Etf (SCHP) 1.5 $1.9M 37k 51.79
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $1.7M 35k 48.14
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $1.5M 36k 41.98
Pfizer (PFE) 1.0 $1.3M 30k 43.76
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.3M 6.8k 187.93
Deere & Company (DE) 0.8 $1.0M 3.1k 333.87
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $995k 16k 60.53
Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $916k 18k 50.30
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $772k 17k 44.33
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $637k 11k 57.76
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $595k 5.3k 111.51
Ishares Tr National Mun Etf (MUB) 0.4 $570k 5.6k 102.55
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $550k 9.2k 59.69
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $534k 9.9k 54.17
Exxon Mobil Corporation (XOM) 0.4 $510k 5.8k 87.24
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $476k 6.0k 78.90
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $442k 8.8k 50.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $403k 1.5k 267.24
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $402k 3.9k 102.66
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.3 $387k 9.8k 39.69
Microsoft Corporation (MSFT) 0.3 $356k 1.5k 233.14
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $355k 2.4k 148.47
Pepsi (PEP) 0.2 $315k 1.9k 163.13
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $308k 12k 25.36
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $296k 6.2k 48.11
Caterpillar (CAT) 0.2 $292k 1.8k 164.14
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $292k 3.0k 96.50
Kimberly-Clark Corporation (KMB) 0.2 $277k 2.5k 112.69
Johnson & Johnson (JNJ) 0.2 $260k 1.6k 163.11
UnitedHealth (UNH) 0.2 $247k 489.00 505.11
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $242k 1.7k 143.11
Dominion Resources (D) 0.2 $240k 3.5k 69.08
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $233k 3.5k 66.51
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $223k 1.8k 121.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $210k 4.6k 45.73
3M Company (MMM) 0.2 $207k 1.9k 110.64
Boeing Company (BA) 0.2 $202k 1.7k 121.32
Royce Value Trust (RVT) 0.2 $198k 16k 12.55