Benchmark Wealth Management

Benchmark Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 47 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 18.7 $32M 102k 310.88
Vanguard Whitehall Fds High Div Yld (VYM) 16.6 $28M 252k 111.63
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.8 $22M 295k 73.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.9 $15M 35k 436.80
Vanguard Index Fds Small Cp Etf (VB) 4.5 $7.7M 36k 213.33
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.7 $6.2M 82k 76.13
Vanguard Specialized Funds Div App Etf (VIG) 3.4 $5.7M 34k 170.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.3 $5.6M 99k 56.14
Vanguard Index Fds Value Etf (VTV) 2.8 $4.7M 32k 149.50
Ishares Tr Morningstr Us Eq (ILCB) 2.7 $4.6M 70k 65.76
Ishares Tr Mrgstr Md Cp Etf (IMCB) 2.6 $4.3M 65k 67.13
Vanguard Index Fds Mid Cap Etf (VO) 2.5 $4.2M 18k 232.64
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.0 $3.4M 66k 51.05
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.7 $2.9M 53k 55.67
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.7 $2.9M 29k 99.79
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.4 $2.3M 30k 77.37
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $1.4M 27k 52.20
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $1.3M 22k 58.33
Deere & Company (DE) 0.7 $1.2M 3.1k 399.87
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $1.2M 16k 75.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.1M 3.0k 356.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.0M 4.3k 237.24
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $993k 9.6k 102.88
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $711k 5.7k 124.97
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $693k 9.5k 72.54
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $692k 8.9k 78.02
Vanguard World Esg Us Stk Etf (ESGV) 0.4 $622k 7.3k 85.06
Exxon Mobil Corporation (XOM) 0.3 $580k 5.8k 99.98
Pfizer (PFE) 0.3 $562k 20k 28.79
Caterpillar (CAT) 0.3 $527k 1.8k 295.70
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $497k 9.6k 51.99
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $483k 10k 47.74
Boeing Company (BA) 0.3 $434k 1.7k 260.66
Microsoft Corporation (MSFT) 0.2 $423k 1.1k 376.04
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $350k 3.5k 99.25
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $326k 4.0k 81.28
Pepsi (PEP) 0.2 $318k 1.9k 169.84
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $316k 12k 25.57
Kimberly-Clark Corporation (KMB) 0.2 $299k 2.5k 121.51
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $291k 1.6k 179.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $287k 4.9k 57.96
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $275k 2.9k 93.97
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $265k 1.8k 145.01
Johnson & Johnson (JNJ) 0.1 $244k 1.6k 156.74
Royce Value Trust (RVT) 0.1 $222k 15k 14.56
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $221k 6.2k 35.55
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $208k 3.8k 55.28