Benchmark Wealth Management, LLC - Q3 2023 holdings

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$156 Million is the total value of Benchmark Wealth Management, LLC's 48 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
DE  DEERE & CO$1,169,878
-6.9%
3,1000.0%0.75%
-1.5%
SCHM  SCHWAB STRATEGIC TRus mid-cap etf$1,112,513
-4.7%
16,4380.0%0.71%
+0.9%
PFE  PFIZER INC$897,709
-9.6%
27,0640.0%0.57%
-4.3%
XOM  EXXON MOBIL CORP$687,373
+9.6%
5,8460.0%0.44%
+16.1%
AGG  ISHARES TRcore us aggbd et$663,170
-4.0%
7,0520.0%0.42%
+1.4%
BA  BOEING CO$319,147
-9.2%
1,6650.0%0.20%
-3.8%
KMB  KIMBERLY-CLARK CORP$297,049
-12.5%
2,4580.0%0.19%
-7.3%
VOE  VANGUARD INDEX FDSmcap vl idxvip$239,657
-5.4%
1,8300.0%0.15%0.0%
DWX  SPDR INDEX SHS FDSs&p intl etf$204,342
-4.3%
6,2110.0%0.13%
+0.8%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS16Q3 202319.6%
VANGUARD WHITEHALL FDS INC16Q3 202321.0%
VANGUARD BD INDEX FDS16Q3 202314.2%
PIMCO ETF TR16Q3 202323.4%
VANGUARD SPECIALIZED FUNDS16Q3 20235.5%
VANGUARD INDEX FDS16Q3 20235.4%
ISHARES TR16Q3 20235.3%
ISHARES TR16Q3 20235.4%
SCHWAB STRATEGIC TR16Q3 20235.0%
VANGUARD INDEX FDS16Q3 20233.3%

View Benchmark Wealth Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-08
13F-HR2024-01-19
13F-HR2023-10-16
13F-HR2023-07-19
13F-HR2023-04-17
13F-HR2023-02-07
13F-HR2022-10-13
13F-HR2022-07-11
13F-HR2022-04-14
13F-HR2022-01-21

View Benchmark Wealth Management, LLC's complete filings history.

All filings

View complete filings history.

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Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (156206777.0 != 156635776.0)

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