Benchmark Wealth Management

Benchmark Wealth Management as of March 31, 2025

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 67 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 14.4 $30M 80k 370.82
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.3 $26M 348k 73.45
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.0 $21M 40k 513.91
Vanguard Whitehall Fds High Div Yld (VYM) 8.2 $17M 132k 128.96
Vanguard Index Fds Value Etf (VTV) 8.0 $17M 96k 172.74
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.0 $8.2M 136k 60.66
Vanguard Index Fds Small Cp Etf (VB) 3.7 $7.7M 35k 221.75
Berkshire Hathaway Inc Del Cl A (BRK.A) 3.5 $7.2M 9.00 798441.56
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.1 $6.3M 227k 27.96
Vanguard Specialized Funds Div App Etf (VIG) 3.0 $6.2M 32k 193.99
Vanguard Index Fds Mid Cap Etf (VO) 2.6 $5.3M 21k 258.62
Ishares Tr Morningstr Us Eq (ILCB) 2.4 $5.0M 65k 77.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.3 $4.8M 97k 49.62
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.1 $4.2M 197k 21.53
Ishares Tr Mrgstr Md Cp Etf (IMCB) 2.0 $4.1M 55k 74.08
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.0 $4.1M 41k 100.62
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $2.4M 31k 78.94
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $2.2M 22k 98.92
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $1.6M 21k 78.28
Deere & Company (DE) 0.7 $1.5M 3.1k 469.35
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $1.4M 30k 48.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.4M 2.7k 532.58
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $1.4M 24k 58.69
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $1.4M 52k 26.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $1.3M 25k 50.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.3M 4.6k 274.85
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $1.0M 31k 32.99
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $1.0M 8.7k 115.96
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $803k 30k 26.89
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $772k 5.7k 135.68
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $727k 3.6k 202.14
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $698k 17k 41.21
Dimensional Etf Trust Us High Profitab (DUHP) 0.3 $694k 21k 33.14
Exxon Mobil Corporation (XOM) 0.3 $690k 5.8k 118.93
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $648k 7.9k 82.54
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $643k 6.6k 97.95
Caterpillar (CAT) 0.3 $589k 1.8k 329.76
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $585k 6.3k 92.79
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $557k 20k 27.77
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $555k 12k 47.48
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $403k 7.4k 54.76
Ishares Tr Msci Intl Moment (IMTM) 0.2 $392k 9.8k 39.94
Dimensional Etf Trust Intl High Profit (DIHP) 0.2 $384k 14k 26.94
Pfizer (PFE) 0.2 $374k 15k 25.34
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $373k 9.5k 39.36
Johnson & Johnson (JNJ) 0.2 $361k 2.2k 165.84
Microsoft Corporation (MSFT) 0.2 $358k 953.00 375.41
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $355k 13k 26.38
Kimberly-Clark Corporation (KMB) 0.2 $350k 2.5k 142.22
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $342k 1.8k 186.31
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $328k 4.0k 81.76
NVIDIA Corporation (NVDA) 0.2 $325k 3.0k 108.38
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $307k 4.9k 62.10
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $289k 1.8k 160.54
Boeing Company (BA) 0.1 $284k 1.7k 170.55
Pepsi (PEP) 0.1 $281k 1.9k 149.94
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $278k 9.0k 31.02
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $272k 2.8k 98.70
American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $270k 5.6k 48.40
3M Company (MMM) 0.1 $257k 1.8k 146.86
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $241k 4.1k 58.98
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $238k 6.2k 38.36
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $230k 3.8k 60.17
Abbvie (ABBV) 0.1 $214k 1.0k 209.52
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $208k 4.9k 42.52
Procter & Gamble Company (PG) 0.1 $201k 1.2k 170.42
Royce Value Trust (RVT) 0.1 $181k 13k 14.24