Benchmark Wealth Management
Latest statistics and disclosures from Benchmark Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VYM, BND, VOO, VB, and represent 61.64% of Benchmark Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VOO, BND, VO, SCHB, VSGX, VGSH, VTI, VTV, EAGG, SPIP.
- Started 1 new stock position in VSGX.
- Reduced shares in these 10 stocks: VUG, VYM, MINT, SCHP, AGG, SCHD, VT, VCSH, VEU, SUB.
- Sold out of its positions in SUB, UNH.
- Benchmark Wealth Management was a net seller of stock by $-1.7M.
- Benchmark Wealth Management has $169M in assets under management (AUM), dropping by 8.00%.
- Central Index Key (CIK): 0001788241
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Benchmark Wealth Management holds 47 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Benchmark Wealth Management
SEC 13F filings are viewable for Benchmark Wealth Management going back to 2019
- 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
- Benchmark Wealth Management 2020 Q3 filed Nov. 5, 2020
- Benchmark Wealth Management 2020 Q2 filed July 9, 2020
- Benchmark Wealth Management 2020 Q1 filed April 22, 2020