Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 16 | Q3 2023 | 19.6% |
VANGUARD WHITEHALL FDS INC | 16 | Q3 2023 | 21.0% |
VANGUARD BD INDEX FDS | 16 | Q3 2023 | 14.2% |
PIMCO ETF TR | 16 | Q3 2023 | 23.4% |
VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 5.5% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 5.4% |
ISHARES TR | 16 | Q3 2023 | 5.3% |
ISHARES TR | 16 | Q3 2023 | 5.4% |
SCHWAB STRATEGIC TR | 16 | Q3 2023 | 5.0% |
VANGUARD INDEX FDS | 16 | Q3 2023 | 3.3% |
View Benchmark Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-08 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-19 |
13F-HR | 2023-04-17 |
13F-HR | 2023-02-07 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-11 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-21 |
View Benchmark Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.