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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, VOO, VTV, VYM, and represent 60.29% of Benchmark Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SCHD, SCHB, SCHM, MINT, BND, SCHP, VEU, AGG, VTI, BNDX.
Reduced shares in these 10 stocks: VUG, PG, , VTV, VYM, VB, VONG, BRK.B, VTEB, ESGV.
Sold out of its positions in ABBV, PG.
Benchmark Wealth Management was a net buyer of stock by $9.2M.
Benchmark Wealth Management has $203M in assets under management (AUM), dropping by 0.34%.
Central Index Key (CIK): 0001788241

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Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 52 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	19.3	$39M	-2%	95k	410.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	12.5	$25M	+2%	353k	71.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.0	$20M		38k	538.80	View chart
Vanguard Index Fds Value Etf (VTV)	10.0	$20M		120k	169.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	8.5	$17M		136k	127.59	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.3	$8.8M		37k	240.28	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.7	$7.5M	+4%	130k	57.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.2	$6.5M	+200%	238k	27.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.2	$6.5M		33k	195.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.8	$5.7M		22k	264.13	View chart
Ishares Tr Morningstr Us Eq (ILCB)	2.7	$5.4M		67k	81.16	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.4	$4.9M		98k	50.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.2	$4.5M	+226%	200k	22.70	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	2.1	$4.2M		56k	76.15	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.4	$2.9M	+46%	29k	100.34	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.2	$2.4M		31k	78.01	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$1.4M	+232%	52k	27.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$1.3M	+3%	4.6k	289.82	View chart
Deere & Company (DE)	0.6	$1.3M		3.1k	423.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.2M	-4%	2.7k	453.28	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$1.1M		9.7k	117.48	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$1.0M		18k	58.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$885k	+22%	9.1k	96.90	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$804k	+97%	31k	25.83	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$791k	+3%	16k	49.05	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.4	$751k		5.7k	132.10	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.4	$744k	+2%	9.2k	81.25	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$729k	-9%	7.1k	103.30	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$689k	-4%	6.6k	104.89	View chart
Caterpillar (CAT)	0.3	$648k		1.8k	362.76	View chart
Exxon Mobil Corporation (XOM)	0.3	$624k		5.8k	107.57	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$540k	+4%	12k	46.44	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$524k		9.3k	56.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$515k		11k	47.82	View chart
Pfizer (PFE)	0.2	$447k	-2%	17k	26.53	View chart
Microsoft Corporation (MSFT)	0.2	$421k	-2%	999.00	421.51	View chart
NVIDIA Corporation (NVDA)	0.2	$403k		3.0k	134.29	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$363k		1.8k	198.15	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.2	$340k	+2%	13k	25.31	View chart
Kimberly-Clark Corporation (KMB)	0.2	$322k		2.5k	131.04	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$322k		4.0k	80.27	View chart
Johnson & Johnson (JNJ)	0.2	$315k		2.2k	144.62	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$297k		2.8k	105.50	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$296k		1.8k	161.77	View chart
Boeing Company (BA)	0.1	$295k		1.7k	177.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$292k		4.9k	58.93	View chart
Pepsi (PEP)	0.1	$285k		1.9k	152.06	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$232k	+8%	4.1k	56.70	View chart
3M Company (MMM)	0.1	$226k		1.8k	129.09	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$218k		2.4k	90.93	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$217k		6.2k	34.96	View chart
Royce Value Trust (RVT)	0.1	$204k		13k	15.80	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 Q4 filed Jan. 7, 2025
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

View all past filings

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