Benchmark Wealth Management

Benchmark Wealth Management as of June 30, 2021

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 47 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 18.2 $26M 92k 286.81
Vanguard Whitehall Fds High Div Yld (VYM) 15.6 $23M 217k 104.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.6 $20M 230k 85.89
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 12.1 $18M 173k 101.97
Vanguard Index Fds Small Cp Etf (VB) 5.2 $7.6M 34k 225.28
Vanguard Specialized Funds Div App Etf (VIG) 5.1 $7.5M 48k 154.79
Ishares Tr Mrgstr Md Cp Etf (IMCB) 4.1 $5.9M 89k 67.05
Ishares Tr Morningstr Us Eq (ILCB) 3.9 $5.7M 93k 60.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.7 $5.4M 71k 75.62
Vanguard Index Fds Value Etf (VTV) 3.0 $4.4M 32k 137.47
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.8 $4.1M 50k 82.71
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $1.8M 17k 104.29
Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $1.7M 27k 62.51
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.2M 15k 78.27
Deere & Company (DE) 0.8 $1.1M 3.1k 352.58
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.7 $975k 28k 34.50
Pfizer (PFE) 0.6 $835k 21k 39.15
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $786k 6.4k 122.26
Ishares Tr National Mun Etf (MUB) 0.5 $705k 6.0k 117.25
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $689k 2.9k 237.42
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $598k 11k 52.42
Microsoft Corporation (MSFT) 0.3 $413k 1.5k 271.00
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $405k 2.2k 181.78
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $400k 5.7k 69.76
Boeing Company (BA) 0.3 $399k 1.7k 239.64
Royce Value Trust (RVT) 0.3 $388k 20k 18.99
Caterpillar (CAT) 0.3 $386k 1.8k 217.59
3M Company (MMM) 0.3 $372k 1.9k 198.82
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $368k 5.3k 69.60
Kimberly-Clark Corporation (KMB) 0.2 $356k 2.7k 133.94
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $341k 5.4k 63.42
Exxon Mobil Corporation (XOM) 0.2 $335k 5.3k 63.03
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $319k 3.4k 92.49
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $302k 4.6k 65.77
Johnson & Johnson (JNJ) 0.2 $287k 1.7k 164.56
Pepsi (PEP) 0.2 $286k 1.9k 148.11
UnitedHealth (UNH) 0.2 $284k 709.00 400.56
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $276k 3.4k 81.03
Dominion Resources (D) 0.2 $256k 3.5k 73.69
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $255k 1.8k 140.73
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $252k 6.4k 39.29
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $247k 4.8k 51.49
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.2 $245k 6.2k 39.45
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $235k 3.8k 61.47
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $230k 2.4k 95.12
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $221k 7.1k 31.18
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $216k 2.1k 103.65