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Benchmark Wealth Management

Latest statistics and disclosures from Benchmark Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, BND, VTV, VOO, VYM, and represent 60.22% of Benchmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTV (+$14M), BND, VTEB, VOO, VEU, VEA, VO, VB, MMM, SCHB.
Started 4 new stock positions in VEA, MMM, ABBV, PG.
Reduced shares in these 10 stocks: VYM (-$14M), VUG, AAPL, VIG, SCHP, IMCB, JNJ, VTI, SCHD, VONG.
Sold out of its position in AAPL.
Benchmark Wealth Management was a net buyer of stock by $4.0M.
Benchmark Wealth Management has $202M in assets under management (AUM), dropping by 7.86%.
Central Index Key (CIK): 0001788241

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Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 54 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	18.5	$37M	-3%	97k	383.93	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	12.8	$26M	+4%	346k	75.11	View chart
Vanguard Index Fds Value Etf (VTV)	10.4	$21M	+197%	121k	174.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.9	$20M	+3%	38k	527.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	8.7	$18M	-43%	137k	128.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.3	$8.8M	+3%	37k	237.21	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.9	$7.8M	+8%	124k	63.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.3	$6.7M		79k	84.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.2	$6.6M	-2%	33k	198.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.8	$5.7M	+9%	21k	263.83	View chart
Ishares Tr Morningstr Us Eq (ILCB)	2.6	$5.3M		67k	79.23	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.5	$5.1M	+17%	99k	51.12	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	2.1	$4.2M	-2%	56k	76.02	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.0	$4.1M	+5%	61k	66.52	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.2	$2.4M		31k	79.42	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.0	$2.0M	+5%	20k	100.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.3M		2.9k	460.26	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$1.3M		16k	83.09	View chart
Deere & Company (DE)	0.6	$1.3M		3.1k	417.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.2M	-5%	4.4k	283.17	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$1.2M		9.8k	119.70	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$1.1M	+12%	18k	59.02	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$843k	-13%	16k	53.63	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.4	$808k		5.7k	142.04	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$784k	+2%	16k	50.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$755k	+5%	7.5k	101.27	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$754k	-7%	7.8k	96.52	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.4	$748k	-4%	9.0k	83.33	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$702k		6.9k	101.65	View chart
Caterpillar (CAT)	0.3	$698k		1.8k	391.19	View chart
Exxon Mobil Corporation (XOM)	0.3	$680k		5.8k	117.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$568k	NEW	11k	52.81	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$543k		11k	48.59	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$539k		9.3k	57.83	View chart
Pfizer (PFE)	0.2	$497k	-4%	17k	28.94	View chart
Microsoft Corporation (MSFT)	0.2	$441k	-8%	1.0k	430.31	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$367k	+12%	1.8k	200.82	View chart
NVIDIA Corporation (NVDA)	0.2	$364k		3.0k	121.44	View chart
Johnson & Johnson (JNJ)	0.2	$353k	-19%	2.2k	162.06	View chart
Kimberly-Clark Corporation (KMB)	0.2	$350k		2.5k	142.28	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.2	$343k		13k	26.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$336k		4.0k	83.75	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$320k		4.9k	64.74	View chart
Pepsi (PEP)	0.2	$318k		1.9k	170.05	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$307k		1.8k	167.67	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$293k	-4%	2.8k	105.63	View chart
Boeing Company (BA)	0.1	$253k		1.7k	152.04	View chart
3M Company (MMM)	0.1	$239k	NEW	1.8k	136.70	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$239k		6.2k	38.40	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$232k	-2%	3.8k	61.51	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$220k		2.4k	91.93	View chart
Procter & Gamble Company (PG)	0.1	$205k	NEW	1.2k	173.20	View chart
Royce Value Trust (RVT)	0.1	$203k	-5%	13k	15.70	View chart
Abbvie (ABBV)	0.1	$202k	NEW	1.0k	197.48	View chart

Past Filings by Benchmark Wealth Management

SEC 13F filings are viewable for Benchmark Wealth Management going back to 2019

Benchmark Wealth Management 2024 Q3 filed Oct. 18, 2024
Benchmark Wealth Management 2024 Q2 filed July 8, 2024
Benchmark Wealth Management 2024 Q1 filed April 8, 2024
Benchmark Wealth Management 2023 Q4 filed Jan. 19, 2024
Benchmark Wealth Management 2023 Q3 filed Oct. 16, 2023
Benchmark Wealth Management 2023 Q2 filed July 19, 2023
Benchmark Wealth Management 2023 Q1 filed April 17, 2023
Benchmark Wealth Management 2022 Q4 filed Feb. 7, 2023
Benchmark Wealth Management 2022 Q3 filed Oct. 13, 2022
Benchmark Wealth Management 2022 Q2 filed July 11, 2022
Benchmark Wealth Management 2022 Q1 filed April 14, 2022
Benchmark Wealth Management 2021 Q4 filed Jan. 21, 2022
Benchmark Wealth Management 2021 Q3 filed Oct. 12, 2021
Benchmark Wealth Management 2021 Q2 filed July 14, 2021
Benchmark Wealth Management 2021 Q1 filed April 15, 2021
Benchmark Wealth Management 2020 Q4 filed Jan. 12, 2021

View all past filings

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