Benchmark Wealth Management

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

  • Top 5 stock holdings are VUG, MINT, VYM, BND, VIG, and represent 65.22% of Benchmark Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: JKD (+$5.4M), BND, VYM, VEA, XOM, IJK, VIG, SCHD, VO, PFE.
  • Started 2 new stock positions in XOM, VEA.
  • Reduced shares in these 10 stocks: MINT (-$8.4M), VUG, , IYK, NOBL, VTV, VB, KMB, HYB, PDI.
  • Sold out of its positions in T, IYK, HYB, NOBL.
  • Benchmark Wealth Management was a net buyer of stock by $457k.
  • Benchmark Wealth Management has $132M in assets under management (AUM), dropping by 4.04%.

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Portfolio Holdings for Benchmark Wealth Management

Companies in the Benchmark Wealth Management portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 17.7 $23M -2% 92k 253.34
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 16.1 $21M -28% 208k 102.04
Vanguard Whitehall Fds High Div Yld (VYM) 13.7 $18M +13% 198k 91.51
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.6 $17M +21% 188k 88.19
Vanguard Specialized Funds Div App Etf (VIG) 5.1 $6.7M 48k 141.16
Vanguard Index Fds Small Cp Etf (VB) 5.0 $6.7M 34k 194.67
Ishares Tr Mrngstr Lg-cp Et (JKD) 4.5 $6.0M +888% 276k 21.68
Ishares Tr Mrgstr Md Cp Etf (JKG) 4.4 $5.8M 25k 234.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.4 $4.4M 69k 64.14
Vanguard Index Fds Value Etf (VTV) 3.0 $3.9M -4% 33k 118.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.7 $3.6M 43k 83.25
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $1.6M 17k 90.98
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.0M 15k 68.18
Deere & Company (DE) 0.6 $834k 3.1k 269.03

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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $812k 3.9k 206.72
Pfizer (PFE) 0.6 $786k 21k 36.82
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $712k 6.7k 106.00
Ishares Tr National Mun Etf (MUB) 0.5 $705k 6.0k 117.25
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.5 $682k -2% 14k 50.47
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $537k 11k 51.07
Ishares Tr Blackrock Ultra (ICSH) 0.4 $500k 9.9k 50.51
Pimco Dynamic Income SHS (PDI) 0.3 $448k -16% 17k 26.44
Kimberly-Clark Corporation (KMB) 0.3 $419k -21% 3.1k 134.81
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $368k -2% 1.5k 247.64
Microsoft Corporation (MSFT) 0.3 $366k -16% 1.6k 222.63
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $361k 2.3k 155.60
Boeing Company (BA) 0.3 $356k -5% 1.7k 213.81
3M Company (MMM) 0.2 $327k -13% 1.9k 174.77
Caterpillar (CAT) 0.2 $323k -8% 1.8k 182.28
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $315k 2.0k 158.45
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $311k 2.6k 119.71
Royce Value Trust (RVT) 0.2 $310k 19k 16.13
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $277k 4.7k 58.41
Pepsi (PEP) 0.2 $277k 1.9k 148.05
Johnson & Johnson (JNJ) 0.2 $269k 1.7k 157.40
Dominion Resources (D) 0.2 $261k -11% 3.5k 75.13
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $250k 2.3k 107.94
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $247k 6.4k 38.51
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $246k 7.9k 31.16
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $246k +303% 3.4k 72.23
UnitedHealth (UNH) 0.2 $243k -13% 693.00 350.65
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $235k 2.4k 97.19
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.2 $227k 6.2k 36.55
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $226k NEW 4.8k 47.11
Exxon Mobil Corporation (XOM) 0.2 $219k NEW 5.3k 41.20
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $216k -13% 1.8k 119.21

Past Filings by Benchmark Wealth Management

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