Benchmark Wealth Management

Benchmark Wealth Management as of March 31, 2023

Portfolio Holdings for Benchmark Wealth Management

Benchmark Wealth Management holds 51 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 17.0 $27M 249k 107.07
Vanguard Index Fds Growth Etf (VUG) 16.4 $26M 103k 248.88
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.8 $19M 251k 73.68
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.9 $11M 29k 378.99
Vanguard Specialized Funds Div App Etf (VIG) 4.8 $7.5M 48k 155.87
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.4 $6.8M 93k 73.58
Vanguard Index Fds Small Cp Etf (VB) 4.3 $6.8M 36k 187.84
Ishares Tr Morningstr Us Eq (ILCB) 2.9 $4.6M 82k 56.74
Ishares Tr Mrgstr Md Cp Etf (IMCB) 2.9 $4.6M 76k 60.17
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.9 $4.5M 89k 50.80
Vanguard Index Fds Value Etf (VTV) 2.9 $4.5M 32k 140.42
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.6 $4.0M 74k 54.52
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.5 $3.9M 39k 99.14
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $3.2M 42k 76.25
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $2.9M 14k 209.86
Schwab Strategic Tr Us Tips Etf (SCHP) 1.5 $2.4M 45k 53.43
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.4 $2.2M 46k 48.09
Deere & Company (DE) 0.8 $1.2M 3.1k 387.77
Pfizer (PFE) 0.8 $1.2M 29k 41.19
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.7 $1.1M 16k 67.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $981k 3.1k 319.74
Vanguard World Esg Us Stk Etf (ESGV) 0.6 $926k 13k 71.89
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $750k 6.1k 123.26
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $718k 11k 62.82
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $701k 7.1k 99.40
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.4 $688k 14k 47.92
Exxon Mobil Corporation (XOM) 0.4 $678k 5.8k 116.05
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $660k 9.8k 67.68
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $644k 11k 58.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $579k 2.8k 205.08
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $526k 5.7k 93.11
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $481k 10k 47.89
Caterpillar (CAT) 0.3 $398k 1.8k 223.72
Microsoft Corporation (MSFT) 0.2 $362k 1.3k 286.14
Pepsi (PEP) 0.2 $354k 1.9k 183.51
Kimberly-Clark Corporation (KMB) 0.2 $338k 2.5k 137.33
Boeing Company (BA) 0.2 $336k 1.7k 201.71
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $322k 6.0k 53.34
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $304k 2.9k 104.89
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $297k 11k 26.39
Johnson & Johnson (JNJ) 0.2 $264k 1.6k 165.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $259k 4.6k 56.32
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $258k 5.4k 47.74
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $254k 3.0k 83.99
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $253k 1.6k 156.99
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $245k 1.8k 133.88
UnitedHealth (UNH) 0.1 $228k 446.00 512.02
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $218k 6.2k 35.15
Royce Value Trust (RVT) 0.1 $207k 16k 13.30
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $205k 4.1k 50.25
Dominion Resources (D) 0.1 $201k 3.5k 57.93