Benchmark Wealth Management

Benchmark Wealth Management as of Sept. 30, 2021

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 45 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 18.8 $27M 92k 290.17
Vanguard Whitehall Fds High Div Yld (VYM) 16.8 $24M 232k 103.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.4 $19M 224k 85.45
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 11.0 $16M 153k 101.93
Vanguard Index Fds Small Cp Etf (VB) 5.2 $7.3M 34k 218.68
Vanguard Specialized Funds Div App Etf (VIG) 4.9 $7.0M 46k 153.61
Ishares Tr Mrgstr Md Cp Etf (IMCB) 4.1 $5.9M 89k 66.54
Ishares Tr Morningstr Us Eq (ILCB) 3.9 $5.6M 92k 60.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.4 $4.9M 66k 74.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.2 $4.5M 55k 82.40
Vanguard Index Fds Value Etf (VTV) 3.0 $4.3M 32k 135.37
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.3 $1.8M 17k 103.88
Schwab Strategic Tr Us Tips Etf (SCHP) 1.2 $1.7M 27k 62.59
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.2M 15k 76.68
Deere & Company (DE) 0.7 $1.0M 3.1k 335.16
Pfizer (PFE) 0.6 $909k 21k 43.03
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $733k 6.2k 117.56
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $727k 3.1k 236.65
Ishares Tr National Mun Etf (MUB) 0.5 $699k 6.0k 116.25
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $577k 11k 52.54
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $563k 9.2k 61.00
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $434k 7.1k 61.36
Microsoft Corporation (MSFT) 0.3 $430k 1.5k 282.15
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $377k 2.1k 177.91
Boeing Company (BA) 0.3 $366k 1.7k 219.82
Kimberly-Clark Corporation (KMB) 0.2 $352k 2.7k 132.43
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $347k 5.1k 68.69
Caterpillar (CAT) 0.2 $341k 1.8k 192.11
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $340k 4.8k 70.42
Royce Value Trust (RVT) 0.2 $340k 19k 18.04
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $338k 3.8k 88.30
3M Company (MMM) 0.2 $328k 1.9k 175.31
Exxon Mobil Corporation (XOM) 0.2 $313k 5.3k 58.89
Pepsi (PEP) 0.2 $290k 1.9k 150.18
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $290k 4.6k 63.15
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $289k 5.7k 50.51
Johnson & Johnson (JNJ) 0.2 $261k 1.6k 161.71
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $254k 3.2k 79.23
Dominion Resources (D) 0.2 $254k 3.5k 73.11
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $253k 1.8k 139.62
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.2 $236k 6.2k 38.00
UnitedHealth (UNH) 0.2 $230k 588.00 391.16
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $228k 2.4k 94.29
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $220k 7.1k 31.04
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $212k 2.1k 101.73