Benchmark Financial Wealth Advisors as of Dec. 31, 2018
Portfolio Holdings for Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors holds 30 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 27.2 | $22M | 172k | 127.63 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 24.0 | $19M | 424k | 45.58 | |
| iShares Russell 2000 Index (IWM) | 10.8 | $8.7M | 65k | 133.90 | |
| Vanguard Value ETF (VTV) | 7.0 | $5.6M | 57k | 97.95 | |
| Ishares Inc core msci emkt (IEMG) | 5.1 | $4.1M | 88k | 47.15 | |
| iShares S&P MidCap 400 Index (IJH) | 4.6 | $3.7M | 22k | 166.06 | |
| iShares S&P SmallCap 600 Index (IJR) | 3.1 | $2.5M | 37k | 69.33 | |
| SPDR S&P MidCap 400 ETF (MDY) | 2.9 | $2.4M | 7.8k | 302.67 | |
| Amazon (AMZN) | 2.3 | $1.9M | 1.2k | 1502.01 | |
| Apple (AAPL) | 1.7 | $1.4M | 8.8k | 157.72 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 1.3 | $1.1M | 18k | 60.52 | |
| Ishares Inc cmn (EUSA) | 1.1 | $861k | 17k | 49.76 | |
| iShares S&P 500 Index (IVV) | 1.0 | $778k | 3.1k | 251.62 | |
| Marriott International (MAR) | 0.9 | $712k | 6.6k | 108.59 | |
| Microsoft Corporation (MSFT) | 0.8 | $632k | 6.2k | 101.58 | |
| NVIDIA Corporation (NVDA) | 0.7 | $588k | 4.4k | 133.39 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $517k | 2.1k | 250.12 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $482k | 461.00 | 1045.55 | |
| Facebook Inc cl a (META) | 0.6 | $465k | 3.5k | 131.10 | |
| At&t (T) | 0.5 | $439k | 15k | 28.54 | |
| Netflix (NFLX) | 0.5 | $367k | 1.4k | 267.30 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.5 | $365k | 11k | 34.25 | |
| Ishares Tr Exponential Technologies Etf (XT) | 0.4 | $323k | 9.7k | 33.26 | |
| Verizon Communications (VZ) | 0.3 | $282k | 5.0k | 56.18 | |
| International Business Machines (IBM) | 0.3 | $285k | 2.5k | 113.77 | |
| Boeing Company (BA) | 0.3 | $250k | 775.00 | 322.58 | |
| Visa (V) | 0.3 | $249k | 1.9k | 131.96 | |
| Constellation Brands (STZ) | 0.3 | $218k | 1.4k | 161.00 | |
| Flexshopper (FPAY) | 0.2 | $150k | 197k | 0.76 | |
| Flexshopper Inc *w exp 09/28/202 | 0.0 | $24k | 88k | 0.27 |
