Benchmark Wealth Management

Benchmark Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 52 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 19.3 $39M 95k 410.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.5 $25M 353k 71.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.0 $20M 38k 538.80
Vanguard Index Fds Value Etf (VTV) 10.0 $20M 120k 169.30
Vanguard Whitehall Fds High Div Yld (VYM) 8.5 $17M 136k 127.59
Vanguard Index Fds Small Cp Etf (VB) 4.3 $8.8M 37k 240.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.7 $7.5M 130k 57.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.2 $6.5M 238k 27.32
Vanguard Specialized Funds Div App Etf (VIG) 3.2 $6.5M 33k 195.83
Vanguard Index Fds Mid Cap Etf (VO) 2.8 $5.7M 22k 264.13
Ishares Tr Morningstr Us Eq (ILCB) 2.7 $5.4M 67k 81.16
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.4 $4.9M 98k 50.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.2 $4.5M 200k 22.70
Ishares Tr Mrgstr Md Cp Etf (IMCB) 2.1 $4.2M 56k 76.15
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.4 $2.9M 29k 100.34
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $2.4M 31k 78.01
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $1.4M 52k 27.71
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.3M 4.6k 289.82
Deere & Company (DE) 0.6 $1.3M 3.1k 423.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.2M 2.7k 453.28
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.1M 9.7k 117.48
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $1.0M 18k 58.18
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $885k 9.1k 96.90
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $804k 31k 25.83
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $791k 16k 49.05
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $751k 5.7k 132.10
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $744k 9.2k 81.25
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $729k 7.1k 103.30
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $689k 6.6k 104.89
Caterpillar (CAT) 0.3 $648k 1.8k 362.76
Exxon Mobil Corporation (XOM) 0.3 $624k 5.8k 107.57
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $540k 12k 46.44
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $524k 9.3k 56.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $515k 11k 47.82
Pfizer (PFE) 0.2 $447k 17k 26.53
Microsoft Corporation (MSFT) 0.2 $421k 999.00 421.51
NVIDIA Corporation (NVDA) 0.2 $403k 3.0k 134.29
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $363k 1.8k 198.15
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $340k 13k 25.31
Kimberly-Clark Corporation (KMB) 0.2 $322k 2.5k 131.04
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $322k 4.0k 80.27
Johnson & Johnson (JNJ) 0.2 $315k 2.2k 144.62
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $297k 2.8k 105.50
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $296k 1.8k 161.77
Boeing Company (BA) 0.1 $295k 1.7k 177.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $292k 4.9k 58.93
Pepsi (PEP) 0.1 $285k 1.9k 152.06
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $232k 4.1k 56.70
3M Company (MMM) 0.1 $226k 1.8k 129.09
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $218k 2.4k 90.93
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $217k 6.2k 34.96
Royce Value Trust (RVT) 0.1 $204k 13k 15.80