Benchmark Wealth Management

Benchmark Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 52 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 21.0 $29M 270k 108.21
Vanguard Index Fds Growth Etf (VUG) 17.1 $24M 111k 213.11
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.9 $15M 212k 71.84
Vanguard Specialized Funds Div App Etf (VIG) 5.3 $7.3M 48k 151.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.0 $6.9M 92k 75.54
Vanguard Index Fds Small Cp Etf (VB) 5.0 $6.9M 38k 183.54
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 3.7 $5.2M 52k 98.65
Ishares Tr Mrgstr Md Cp Etf (IMCB) 3.6 $5.0M 85k 58.67
Vanguard Index Fds Value Etf (VTV) 3.3 $4.6M 33k 140.37
Ishares Tr Morningstr Us Eq (ILCB) 3.1 $4.4M 83k 52.64
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.5 $3.5M 71k 49.49
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $2.9M 38k 75.19
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.5 $2.1M 46k 44.81
Schwab Strategic Tr Us Tips Etf (SCHP) 1.4 $2.0M 39k 51.79
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.4M 6.9k 203.80
Pfizer (PFE) 1.0 $1.4M 27k 51.24
Deere & Company (DE) 1.0 $1.3M 3.1k 428.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.2M 3.5k 351.34
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.1M 16k 65.61
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $904k 18k 50.14
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $761k 6.1k 125.11
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $684k 7.1k 96.99
Exxon Mobil Corporation (XOM) 0.5 $645k 5.8k 110.30
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $638k 11k 57.82
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $613k 12k 50.27
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $591k 8.9k 66.58
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $572k 10k 55.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $519k 2.7k 191.21
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $514k 7.8k 65.86
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $465k 10k 46.25
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $462k 5.4k 86.19
Caterpillar (CAT) 0.3 $426k 1.8k 239.62
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $408k 3.9k 104.27
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $407k 8.7k 46.74
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $398k 7.9k 50.13
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $377k 2.3k 163.57
Pepsi (PEP) 0.3 $349k 1.9k 180.66
Microsoft Corporation (MSFT) 0.2 $342k 1.4k 239.82
Kimberly-Clark Corporation (KMB) 0.2 $334k 2.5k 135.75
Boeing Company (BA) 0.2 $317k 1.7k 190.49
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $313k 12k 25.76
Johnson & Johnson (JNJ) 0.2 $282k 1.6k 176.65
UnitedHealth (UNH) 0.2 $260k 490.00 529.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $256k 1.6k 158.81
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $253k 5.4k 46.71
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $248k 1.8k 135.24
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $247k 3.5k 70.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $238k 4.6k 51.72
3M Company (MMM) 0.2 $224k 1.9k 119.92
Dominion Resources (D) 0.2 $213k 3.5k 61.32
Royce Value Trust (RVT) 0.2 $209k 16k 13.26
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $201k 6.2k 32.32