Benchmark Wealth Management

Benchmark Wealth Management as of March 31, 2024

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