$136 Million is the total value of Benchmark Wealth Management, LLC's 48 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | WISDOMTREE TRfloatng rat trea | $946,000 | – | 18,799 | +100.0% | 0.70% | – | |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $776,000 | – | 15,545 | +100.0% | 0.57% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $410,000 | – | 3,916 | +100.0% | 0.30% | – |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $221,000 | – | 5,400 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-11
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.