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CIK: 0001788241
Total reported value
$225.0M
$225.0M
49 檔
50.3%
During the Q1 2024 filing period, Benchmark Wealth Management, LLC (CIK: 0001788241) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $225.0M across 49 reported positions.
During Q1 2024, Benchmark Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 19.02% | — | -0.60% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 16.56% | — | -0.19% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 12.57% | — | +7.78% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.08% | — | +0.11% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 4.50% | — | +0.19% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.52% | — | -1.59% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.48% | — | +10.17% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.37% | — | +0.68% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 3.07% | — | +9.06% | |
| 10 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 2.63% | — | -5.29% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.57% | — | +4.54% | |
| 12 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 2.56% | — | -0.09% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.35% | — | +29.59% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.92% | — | +9.57% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.27% | — | +0.37% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.14% | — | -27.44% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | — | — | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.69% | — | — | |
| 19 | DE | Deere & Co | Stock-Industrials | 0.69% | — | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | — | +8.78% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.58% | — | +0.39% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.52% | — | -32.08% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.50% | — | -28.05% | |
| 24 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.42% | — | +1.17% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.41% | — | — | |
| 26 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.41% | — | -0.68% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.37% | — | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | — | — | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | — | +0.06% | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.30% | — | -1.39% | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 0.30% | — | — | |
| 32 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.26% | — | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | — | — | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | — | +74.21% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.21% | — | +11.68% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.18% | — | — | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.18% | — | — | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.18% | — | — | |
| 39 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.17% | — | — | |
| 40 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.17% | — | — | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.17% | — | +0.19% | |
| 42 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.17% | — | +1.98% | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.16% | — | — | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.16% | — | — | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | — | — | |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.12% | — | — | |
| 47 | DWX | State Street Spdr S&p Intern | ETF-Other | 0.12% | — | — | |
| 48 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.12% | — | — | |
| 49 | RVT | Royce Small-cap Trust Inc | Stock-Other | 0.12% | — | -6.80% |
According to official SEC Form 13F filings, Benchmark Wealth Management, LLC reported a total U.S. public equity portfolio value of $225.0M across 49 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VYM, BND) accounted for 50.3% of total reported equity market value during Q1 2024.
During Q1 2024, Benchmark Wealth Management, LLC's top holdings by market value included VUG (19.0%)、VYM (16.6%)、BND (12.6%). The largest single position, VUG, represented 19.0% of total portfolio value.
In Q1 2024, Benchmark Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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