Benchmark Wealth Management

Benchmark Wealth Management as of June 30, 2025

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 70 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 14.8 $33M 76k 438.40
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.4 $26M 349k 73.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.4 $26M 45k 568.03
Vanguard Whitehall Fds High Div Yld (VYM) 7.6 $17M 128k 133.31
Vanguard Index Fds Value Etf (VTV) 7.3 $16M 93k 176.74
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.0 $9.1M 135k 67.22
Vanguard Index Fds Small Cp Etf (VB) 3.6 $8.0M 34k 236.98
Vanguard Specialized Funds Div App Etf (VIG) 2.9 $6.6M 32k 204.67
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.9 $6.6M 9.00 728800.00
Vanguard Index Fds Mid Cap Etf (VO) 2.6 $5.9M 21k 279.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.6 $5.9M 221k 26.50
Ishares Tr Morningstr Us Eq (ILCB) 2.5 $5.5M 65k 85.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.1 $4.7M 197k 23.83
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.0 $4.5M 91k 49.03
Ishares Tr Mrgstr Md Cp Etf (IMCB) 2.0 $4.4M 55k 79.66
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $3.8M 38k 99.20
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.3 $2.9M 29k 100.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $2.6M 46k 57.01
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $2.4M 31k 79.50
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.0 $2.3M 46k 49.51
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $2.0M 26k 78.70
Deere & Company (DE) 0.7 $1.6M 3.1k 508.49
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $1.5M 41k 35.84
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.5M 52k 28.05
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.6 $1.5M 25k 58.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.4M 4.5k 303.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.2M 2.6k 485.77
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $1.1M 8.2k 128.52
Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $1.0M 4.4k 240.35
Dimensional Etf Trust Us High Profitab (DUHP) 0.4 $973k 27k 35.56
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.4 $953k 23k 42.28
Dimensional Etf Trust Intl Core Equity (DFIC) 0.4 $919k 30k 31.09
Spdr Series Trust S&p Divid Etf (SDY) 0.3 $765k 5.6k 135.73
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $761k 29k 26.68
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $720k 6.6k 109.64
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $696k 6.4k 109.20
Caterpillar (CAT) 0.3 $694k 1.8k 388.10
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $665k 7.8k 85.21
Ishares Tr Msci Intl Moment (IMTM) 0.3 $663k 15k 45.69
Exxon Mobil Corporation (XOM) 0.3 $625k 5.8k 107.80
Dimensional Etf Trust Intl High Profit (DIHP) 0.3 $609k 21k 29.49
Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $588k 14k 42.83
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $556k 12k 47.54
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $505k 15k 34.51
Microsoft Corporation (MSFT) 0.2 $474k 953.00 497.43
NVIDIA Corporation (NVDA) 0.2 $403k 2.6k 157.99
American Centy Etf Tr Avantis Us Small (AVSC) 0.2 $397k 7.7k 51.57
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.2 $376k 7.6k 49.42
Pfizer (PFE) 0.2 $351k 15k 24.24
Spdr Series Trust Portfli Tips Etf (SPIP) 0.2 $350k 13k 26.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $350k 7.1k 49.46
Boeing Company (BA) 0.2 $349k 1.7k 209.53
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $346k 6.8k 50.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $342k 4.9k 69.09
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $334k 1.7k 195.03
Johnson & Johnson (JNJ) 0.1 $333k 2.2k 152.75
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $332k 4.0k 82.92
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM) 0.1 $324k 6.3k 51.34
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $319k 4.7k 68.54
Kimberly-Clark Corporation (KMB) 0.1 $317k 2.5k 128.92
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $298k 2.8k 104.98
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $296k 1.8k 164.46
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $287k 5.2k 55.10
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $268k 4.1k 65.50
3M Company (MMM) 0.1 $266k 1.8k 152.24
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $262k 6.2k 42.15
Ishares Tr National Mun Etf (MUB) 0.1 $249k 2.4k 104.48
Pepsi (PEP) 0.1 $247k 1.9k 132.04
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $218k 2.4k 90.98
Royce Value Trust (RVT) 0.1 $190k 13k 15.05