$149 Million is the total value of Benchmark Wealth Management, LLC's 47 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $448,000 | – | 8,913 | +100.0% | 0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-14
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.