Benchmark Wealth Management

Benchmark Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 54 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 18.5 $37M 97k 383.93
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.8 $26M 346k 75.11
Vanguard Index Fds Value Etf (VTV) 10.4 $21M 121k 174.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.9 $20M 38k 527.67
Vanguard Whitehall Fds High Div Yld (VYM) 8.7 $18M 137k 128.20
Vanguard Index Fds Small Cp Etf (VB) 4.3 $8.8M 37k 237.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.9 $7.8M 124k 63.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $6.7M 79k 84.53
Vanguard Specialized Funds Div App Etf (VIG) 3.2 $6.6M 33k 198.06
Vanguard Index Fds Mid Cap Etf (VO) 2.8 $5.7M 21k 263.83
Ishares Tr Morningstr Us Eq (ILCB) 2.6 $5.3M 67k 79.23
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.5 $5.1M 99k 51.12
Ishares Tr Mrgstr Md Cp Etf (IMCB) 2.1 $4.2M 56k 76.02
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.0 $4.1M 61k 66.52
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $2.4M 31k 79.42
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.0 $2.0M 20k 100.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.3M 2.9k 460.26
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.3M 16k 83.09
Deere & Company (DE) 0.6 $1.3M 3.1k 417.33
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.2M 4.4k 283.17
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.2M 9.8k 119.70
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $1.1M 18k 59.02
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $843k 16k 53.63
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $808k 5.7k 142.04
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $784k 16k 50.28
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $755k 7.5k 101.27
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $754k 7.8k 96.52
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $748k 9.0k 83.33
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $702k 6.9k 101.65
Caterpillar (CAT) 0.3 $698k 1.8k 391.19
Exxon Mobil Corporation (XOM) 0.3 $680k 5.8k 117.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $568k 11k 52.81
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $543k 11k 48.59
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $539k 9.3k 57.83
Pfizer (PFE) 0.2 $497k 17k 28.94
Microsoft Corporation (MSFT) 0.2 $441k 1.0k 430.31
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $367k 1.8k 200.82
NVIDIA Corporation (NVDA) 0.2 $364k 3.0k 121.44
Johnson & Johnson (JNJ) 0.2 $353k 2.2k 162.06
Kimberly-Clark Corporation (KMB) 0.2 $350k 2.5k 142.28
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $343k 13k 26.28
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $336k 4.0k 83.75
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $320k 4.9k 64.74
Pepsi (PEP) 0.2 $318k 1.9k 170.05
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $307k 1.8k 167.67
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $293k 2.8k 105.63
Boeing Company (BA) 0.1 $253k 1.7k 152.04
3M Company (MMM) 0.1 $239k 1.8k 136.70
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $239k 6.2k 38.40
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $232k 3.8k 61.51
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $220k 2.4k 91.93
Procter & Gamble Company (PG) 0.1 $205k 1.2k 173.20
Royce Value Trust (RVT) 0.1 $203k 13k 15.70
Abbvie (ABBV) 0.1 $202k 1.0k 197.48