Benchmark Financial Wealth Advisors as of Sept. 30, 2018
Portfolio Holdings for Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors holds 13 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 31.1 | $25M | 167k | 149.65 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 27.8 | $22M | 430k | 52.05 | |
| iShares Russell 2000 Index (IWM) | 13.3 | $11M | 64k | 168.54 | |
| SPDR KBW Regional Banking (KRE) | 8.1 | $6.5M | 109k | 59.42 | |
| Ishares Inc core msci emkt (IEMG) | 6.6 | $5.3M | 103k | 51.78 | |
| iShares S&P MidCap 400 Index (IJH) | 4.8 | $3.9M | 19k | 201.29 | |
| iShares S&P SmallCap 600 Index (IJR) | 3.9 | $3.2M | 36k | 87.23 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 1.2 | $941k | 14k | 66.83 | |
| Schwab U S Broad Market ETF (SCHB) | 1.1 | $911k | 13k | 70.38 | |
| Ishares Inc cmn (EUSA) | 0.8 | $687k | 12k | 58.99 | |
| At&t (T) | 0.7 | $519k | 15k | 33.61 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.5 | $390k | 11k | 37.16 | |
| Flexshopper (FPAY) | 0.0 | $17k | 19k | 0.89 |
