Benchmark Wealth Management

Benchmark Wealth Management as of June 30, 2023

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 48 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 18.8 $31M 110k 282.96
Vanguard Whitehall Fds High Div Yld (VYM) 16.8 $28M 262k 106.07
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.6 $19M 265k 72.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.1 $12M 29k 407.28
Vanguard Index Fds Small Cp Etf (VB) 4.5 $7.5M 38k 198.89
Vanguard Specialized Funds Div App Etf (VIG) 4.1 $6.8M 42k 162.43
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.8 $6.4M 88k 72.62
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.1 $5.1M 95k 54.41
Ishares Tr Morningstr Us Eq (ILCB) 2.9 $4.9M 80k 61.08
Ishares Tr Mrgstr Md Cp Etf (IMCB) 2.9 $4.8M 76k 63.29
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.8 $4.7M 93k 50.22
Vanguard Index Fds Value Etf (VTV) 2.7 $4.5M 32k 142.10
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.4 $4.1M 41k 99.76
Vanguard Index Fds Mid Cap Etf (VO) 2.0 $3.3M 15k 220.16
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.9 $3.2M 42k 75.66
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.4 $2.4M 46k 51.70
Schwab Strategic Tr Us Tips Etf (SCHP) 1.3 $2.1M 40k 52.43
Deere & Company (DE) 0.8 $1.3M 3.1k 405.19
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $1.2M 16k 71.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.0M 3.1k 341.00
Pfizer (PFE) 0.6 $993k 27k 36.68
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $757k 11k 70.76
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $746k 6.1k 122.58
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $698k 10k 69.21
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $691k 7.1k 97.95
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $637k 11k 57.73
Exxon Mobil Corporation (XOM) 0.4 $627k 5.8k 107.25
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $622k 2.8k 220.28
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $620k 6.4k 96.98
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $615k 7.9k 78.35
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $481k 10k 47.87
Caterpillar (CAT) 0.3 $438k 1.8k 246.10
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $434k 9.2k 47.17
Microsoft Corporation (MSFT) 0.3 $420k 1.2k 340.54
Pepsi (PEP) 0.2 $358k 1.9k 185.22
Boeing Company (BA) 0.2 $352k 1.7k 211.16
Kimberly-Clark Corporation (KMB) 0.2 $339k 2.5k 138.06
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $302k 2.9k 104.04
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $298k 12k 25.84
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $289k 3.3k 88.56
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $266k 1.6k 165.42
Johnson & Johnson (JNJ) 0.2 $264k 1.6k 165.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $258k 4.6k 56.08
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $257k 5.4k 47.42
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $253k 1.8k 138.38
Royce Value Trust (RVT) 0.1 $223k 16k 13.80
UnitedHealth (UNH) 0.1 $215k 447.00 480.25
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $214k 6.2k 34.39