Benchmark Wealth Management

Benchmark Wealth Management as of Sept. 30, 2020

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 48 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 23.4 $30M 290k 101.96
Vanguard Index Fds Growth Etf (VUG) 17.0 $22M 95k 227.61
Vanguard Whitehall Fds High Div Yld (VYM) 11.1 $14M 174k 80.93
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.8 $14M 155k 88.22
Vanguard Specialized Funds Div App Etf (VIG) 4.8 $6.1M 47k 128.67
Ishares Tr Mrngstr Lg-cp Et (ILCB) 4.3 $5.4M 28k 194.99
Vanguard Index Fds Small Cp Etf (VB) 4.2 $5.4M 35k 153.81
Ishares Tr Mrgstr Md Cp Etf (IMCB) 3.9 $5.0M 25k 200.32
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.0 $3.8M 69k 55.30
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.9 $3.7M 44k 82.86
Vanguard Index Fds Value Etf (VTV) 2.8 $3.6M 34k 104.51
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $1.4M 17k 79.65
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $836k 15k 55.50
Pfizer (PFE) 0.6 $784k 21k 36.72
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.6 $701k 14k 50.38
Ishares Tr National Mun Etf (MUB) 0.6 $697k 6.0k 115.92
Deere & Company (DE) 0.5 $687k 3.1k 221.61
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $683k 3.9k 176.35
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $621k 6.7k 92.45
Kimberly-Clark Corporation (KMB) 0.5 $587k 4.0k 147.75
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $542k 11k 51.04
Pimco Dynamic Income SHS (PDI) 0.4 $514k 20k 25.36
Ishares Tr Ultr Sh Trm Bd (ICSH) 0.4 $501k 9.9k 50.61
Microsoft Corporation (MSFT) 0.3 $412k 2.0k 210.42
3M Company (MMM) 0.3 $348k 2.2k 160.29
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $341k 1.5k 223.02
Dominion Resources (D) 0.2 $310k 3.9k 79.00
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $294k 2.3k 125.69
Boeing Company (BA) 0.2 $292k 1.8k 165.44
Caterpillar (CAT) 0.2 $290k 1.9k 149.33
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $272k 2.6k 103.62
Pepsi (PEP) 0.2 $259k 1.9k 138.43
Johnson & Johnson (JNJ) 0.2 $254k 1.7k 148.62
UnitedHealth (UNH) 0.2 $250k 800.00 312.50
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $250k 2.3k 107.94
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $245k 2.0k 120.87
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $244k 7.9k 30.91
Royce Value Trust (RVT) 0.2 $243k 19k 12.64
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $239k 4.7k 50.40
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $234k 6.4k 36.48
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $232k 2.4k 95.95
At&t (T) 0.2 $226k 7.9k 28.45
Ishares Tr U.s. Cnsm Gd Etf (IYK) 0.2 $224k 1.5k 149.33
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $223k 3.1k 72.05
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $212k 2.1k 101.19
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.2 $209k 6.2k 33.65
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $202k 844.00 239.34
New Amer High Income Com New (HYB) 0.1 $90k 11k 8.18