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 61.93% of Benchmark Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VTV, VOO, BND, BNDX, NVDA, VEU, AGG, AAPL, VO, EAGG.
  • Started 2 new stock positions in AAPL, BNDX.
  • Reduced shares in these 10 stocks: VYM, IMCB, VUG, MINT, BRK.B, VTEB, VONG, ESGV, PFE, VB.
  • Benchmark Wealth Management was a net buyer of stock by $2.6M.
  • Benchmark Wealth Management has $188M in assets under management (AUM), dropping by 2.29%.
  • Central Index Key (CIK): 0001788241

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Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 51 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 20.0 $38M 101k 374.01
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Vanguard Whitehall Fds High Div Yld (VYM) 15.3 $29M -3% 243k 118.60
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.7 $24M +3% 330k 72.05
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.7 $18M +5% 36k 500.13
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Vanguard Index Fds Small Cp Etf (VB) 4.2 $7.8M 36k 218.04
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.6 $6.7M +4% 114k 58.64
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Vanguard Index Fds Value Etf (VTV) 3.5 $6.5M +17% 41k 160.41
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Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $6.2M 80k 77.76
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Vanguard Specialized Funds Div App Etf (VIG) 3.3 $6.2M 34k 182.55
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Ishares Tr Morningstr Us Eq (ILCB) 2.7 $5.0M 67k 75.17
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Vanguard Index Fds Mid Cap Etf (VO) 2.5 $4.7M +3% 20k 242.11
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.2 $4.2M 84k 50.11
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Ishares Tr Mrgstr Md Cp Etf (IMCB) 2.1 $4.0M -11% 57k 70.09
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.9 $3.6M 58k 62.87
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.3 $2.3M 30k 77.27
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.0 $1.9M -9% 19k 100.65
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Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.2M 4.7k 267.49
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.2M 16k 77.83
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.2M -5% 2.9k 406.80
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Deere & Company (DE) 0.6 $1.2M 3.1k 373.63
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.1M 9.8k 112.63
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $946k 18k 52.01
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $933k +2% 16k 57.99
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $792k -5% 8.4k 93.81
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $738k NEW 15k 48.67
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Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $723k 5.7k 127.18
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $716k 9.3k 76.57
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $687k +79% 7.1k 97.07
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Exxon Mobil Corporation (XOM) 0.4 $668k 5.8k 115.12
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Vanguard World Esg Us Stk Etf (ESGV) 0.4 $661k -6% 6.8k 96.62
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Caterpillar (CAT) 0.3 $594k 1.8k 333.02
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $516k +9% 11k 46.61
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $514k 9.4k 54.49
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Pfizer (PFE) 0.3 $503k -7% 18k 27.98
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Microsoft Corporation (MSFT) 0.3 $502k 1.1k 446.96
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Johnson & Johnson (JNJ) 0.2 $397k 2.7k 146.16
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NVIDIA Corporation (NVDA) 0.2 $371k +900% 3.0k 123.54
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Kimberly-Clark Corporation (KMB) 0.2 $340k 2.5k 138.20
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Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $327k +4% 13k 25.42
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $320k 4.0k 79.93
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Pepsi (PEP) 0.2 $309k 1.9k 164.93
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Boeing Company (BA) 0.2 $303k 1.7k 182.01
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $298k 4.9k 60.30
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $296k 1.6k 182.53
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $287k -2% 2.9k 99.11
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $275k 1.8k 150.43
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Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $222k +2% 3.9k 57.27
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Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $214k 6.2k 34.43
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $211k 2.4k 88.11
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Apple (AAPL) 0.1 $208k NEW 988.00 210.63
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Royce Value Trust (RVT) 0.1 $198k -4% 14k 14.47
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Past Filings by Benchmark Wealth Management

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

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