Benchmark Financial Wealth Advisors as of Dec. 31, 2019
Portfolio Holdings for Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors holds 38 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 26.0 | $31M | 192k | 163.62 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 19.1 | $23M | 428k | 53.75 | |
| iShares Russell 2000 Index (IWM) | 10.2 | $12M | 74k | 165.66 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 6.5 | $7.9M | 104k | 75.59 | |
| iShares S&P MidCap 400 Index (IJH) | 6.3 | $7.7M | 37k | 205.81 | |
| Vanguard Value ETF (VTV) | 5.2 | $6.3M | 53k | 119.86 | |
| iShares Lehman Aggregate Bond (AGG) | 3.1 | $3.7M | 33k | 112.37 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.7 | $3.2M | 39k | 83.85 | |
| iShares S&P 1500 Index Fund (ITOT) | 2.6 | $3.1M | 43k | 72.68 | |
| iShares S&P 500 Index (IVV) | 2.4 | $2.9M | 8.9k | 323.18 | |
| Amazon (AMZN) | 2.1 | $2.6M | 1.4k | 1847.94 | |
| SPDR S&P MidCap 400 ETF (MDY) | 2.0 | $2.4M | 6.5k | 375.40 | |
| Apple (AAPL) | 1.9 | $2.3M | 7.8k | 293.65 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 1.2 | $1.4M | 15k | 91.31 | |
| Ishares Inc cmn (EUSA) | 0.9 | $1.1M | 18k | 63.97 | |
| Microsoft Corporation (MSFT) | 0.9 | $1.1M | 6.7k | 157.68 | |
| Marriott International (MAR) | 0.6 | $740k | 4.9k | 151.39 | |
| Flexshopper (FPAY) | 0.6 | $724k | 286k | 2.53 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $706k | 2.2k | 321.79 | |
| Facebook Inc cl a (META) | 0.5 | $649k | 3.2k | 205.38 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $654k | 488.00 | 1340.16 | |
| iShares Russell 3000 Value Index (IUSV) | 0.3 | $426k | 6.8k | 62.97 | |
| Boeing Company (BA) | 0.3 | $404k | 1.2k | 325.54 | |
| Ishares Tr Exponential Technologies Etf (XT) | 0.3 | $386k | 9.0k | 42.78 | |
| Visa (V) | 0.3 | $372k | 2.0k | 188.07 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.3 | $372k | 5.5k | 67.60 | |
| NVIDIA Corporation (NVDA) | 0.3 | $365k | 1.6k | 235.18 | |
| Proshares Tr Ii Vix Strmfut Et etfeqty | 0.3 | $326k | 26k | 12.45 | |
| Walt Disney Company (DIS) | 0.3 | $310k | 2.1k | 144.72 | |
| International Business Machines (IBM) | 0.3 | $310k | 2.3k | 134.03 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $251k | 6.7k | 37.56 | |
| Proshares Tr Ultrapro Sht Qqq | 0.2 | $225k | 10k | 22.37 | |
| Home Depot (HD) | 0.2 | $213k | 976.00 | 218.24 | |
| Technology SPDR (XLK) | 0.2 | $213k | 2.3k | 91.81 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $213k | 719.00 | 296.24 | |
| Proshares Tr ultrapro short s | 0.2 | $201k | 10k | 20.01 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $203k | 3.6k | 55.98 | |
| Flexshopper Inc *w exp 09/28/202 | 0.1 | $131k | 88k | 1.50 |
