Benchmark Wealth Management

Benchmark Wealth Management as of March 31, 2022

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 46 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 19.1 $28M 99k 287.60
Vanguard Whitehall Fds High Div Yld (VYM) 18.7 $28M 247k 112.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.7 $17M 218k 79.54
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 9.3 $14M 138k 100.16
Vanguard Index Fds Small Cp Etf (VB) 5.1 $7.6M 36k 212.51
Vanguard Specialized Funds Div App Etf (VIG) 5.0 $7.4M 46k 162.15
Ishares Tr Mrgstr Md Cp Etf (IMCB) 4.2 $6.2M 93k 67.30
Ishares Tr Morningstr Us Eq (ILCB) 3.8 $5.7M 91k 62.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.7 $5.4M 69k 78.88
Vanguard Index Fds Value Etf (VTV) 3.3 $5.0M 34k 147.78
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.8 $4.2M 54k 78.10
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.3 $1.9M 36k 53.39
Schwab Strategic Tr Us Tips Etf (SCHP) 1.2 $1.8M 30k 60.72
Deere & Company (DE) 0.9 $1.3M 3.1k 415.48
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.1M 15k 75.88
Pfizer (PFE) 0.7 $1.0M 20k 51.77
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $799k 6.2k 128.15
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $745k 3.1k 237.94
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $695k 6.9k 101.27
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $669k 9.4k 71.36
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $661k 9.1k 72.76
Ishares Tr National Mun Etf (MUB) 0.4 $659k 6.0k 109.60
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $613k 10k 59.29
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $572k 11k 51.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $542k 9.4k 57.59
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.3 $448k 8.9k 50.26
Microsoft Corporation (MSFT) 0.3 $440k 1.4k 308.34
Exxon Mobil Corporation (XOM) 0.3 $439k 5.3k 82.60
Caterpillar (CAT) 0.3 $396k 1.8k 222.97
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $389k 2.1k 181.61
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $368k 12k 30.30
Kimberly-Clark Corporation (KMB) 0.2 $327k 2.7k 123.02
Pepsi (PEP) 0.2 $323k 1.9k 167.27
Boeing Company (BA) 0.2 $319k 1.7k 191.59
UnitedHealth (UNH) 0.2 $300k 589.00 509.34
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $295k 1.7k 176.22
Royce Value Trust (RVT) 0.2 $295k 17k 16.97
Dominion Resources (D) 0.2 $295k 3.5k 84.92
Johnson & Johnson (JNJ) 0.2 $286k 1.6k 177.20
3M Company (MMM) 0.2 $279k 1.9k 149.12
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $275k 5.7k 48.06
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $274k 4.6k 59.67
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $271k 1.8k 149.56
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $248k 3.2k 77.36
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 $208k 2.4k 86.02