$142 Million is the total value of Benchmark Wealth Management, LLC's 45 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $26,774,000 | +1.3% | 92,271 | +0.1% | 18.82% | +3.6% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $23,945,000 | +5.1% | 231,692 | +6.6% | 16.83% | +7.6% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $4,514,000 | +10.1% | 54,780 | +10.5% | 3.17% | +12.7% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $1,678,000 | +0.3% | 26,809 | +0.2% | 1.18% | +2.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $727,000 | +5.5% | 3,072 | +5.9% | 0.51% | +8.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $563,000 | +65.1% | 9,230 | +71.7% | 0.40% | +69.2% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $434,000 | +84.7% | 7,073 | +85.0% | 0.30% | +89.4% |
| CAT | Buy | CATERPILLAR INC | $341,000 | -11.7% | 1,775 | +0.1% | 0.24% | -9.4% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $338,000 | +6.0% | 3,828 | +11.0% | 0.24% | +8.7% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $289,000 | +17.0% | 5,722 | +19.3% | 0.20% | +19.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-12
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.