$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 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $17,339,000 | -6.2% | 217,986 | -0.0% | 11.66% | -2.4% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $13,767,000 | -11.0% | 137,454 | -9.7% | 9.26% | -7.4% |
| ILCB | Sell | ISHARES TRmorningstr us eq | $5,687,000 | -5.5% | 90,490 | -0.1% | 3.82% | -1.6% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $695,000 | -47.2% | 6,863 | -44.0% | 0.47% | -45.1% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $572,000 | -20.6% | 11,169 | -20.3% | 0.38% | -17.2% |
| MSFT | Sell | MICROSOFT CORP | $440,000 | -12.2% | 1,427 | -4.3% | 0.30% | -8.6% |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,246 | -100.0% | -0.13% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -525 | -100.0% | -0.14% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -3,804 | -100.0% | -0.22% | – |
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.