Benchmark Wealth Management

Benchmark Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 48 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 19.6 $30M 94k 320.90
Vanguard Whitehall Fds High Div Yld (VYM) 17.5 $27M 241k 112.11
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.9 $19M 218k 84.75
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 10.0 $16M 152k 101.56
Vanguard Index Fds Small Cp Etf (VB) 5.0 $7.8M 34k 226.02
Vanguard Specialized Funds Div App Etf (VIG) 5.0 $7.7M 45k 171.74
Ishares Tr Mrgstr Md Cp Etf (IMCB) 4.1 $6.4M 90k 71.08
Ishares Tr Morningstr Us Eq (ILCB) 3.9 $6.0M 91k 66.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.5 $5.5M 68k 80.83
Vanguard Index Fds Value Etf (VTV) 3.1 $4.8M 32k 147.12
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.8 $4.3M 53k 81.25
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.3 $2.0M 18k 113.00
Schwab Strategic Tr Us Tips Etf (SCHP) 1.2 $1.8M 28k 62.89
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.9 $1.3M 12k 107.45
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.2M 15k 80.46
Pfizer (PFE) 0.8 $1.2M 20k 59.07
Deere & Company (DE) 0.7 $1.1M 3.1k 342.90
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $805k 6.2k 129.11
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $798k 3.1k 254.87
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $720k 14k 51.38
Ishares Tr National Mun Etf (MUB) 0.5 $699k 6.0k 116.25
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $629k 10k 60.84
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $603k 8.2k 73.78
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $598k 7.6k 78.60
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $569k 9.3k 61.29
Microsoft Corporation (MSFT) 0.3 $501k 1.5k 336.02
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $403k 2.1k 191.45
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $383k 12k 31.54
Kimberly-Clark Corporation (KMB) 0.2 $380k 2.7k 142.96
Caterpillar (CAT) 0.2 $367k 1.8k 206.76
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $342k 3.8k 89.91
Boeing Company (BA) 0.2 $335k 1.7k 201.20
Pepsi (PEP) 0.2 $335k 1.9k 173.49
3M Company (MMM) 0.2 $332k 1.9k 177.45
Exxon Mobil Corporation (XOM) 0.2 $325k 5.3k 61.15
Royce Value Trust (RVT) 0.2 $322k 17k 19.57
UnitedHealth (UNH) 0.2 $295k 588.00 501.70
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $292k 4.6k 63.59
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $292k 5.7k 51.03
Johnson & Johnson (JNJ) 0.2 $276k 1.6k 171.00
Dominion Resources (D) 0.2 $273k 3.5k 78.58
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $273k 3.2k 85.15
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $272k 1.8k 150.11
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.2 $241k 6.2k 38.80
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $224k 2.4k 92.64
Home Depot (HD) 0.1 $218k 525.00 415.24
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $218k 1.2k 178.84
Procter & Gamble Company (PG) 0.1 $204k 1.2k 163.72