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CIK: 0001788241
Total reported value
$225.0M
$225.0M
54 檔
54.2%
The Q3 2024 SEC filing reveals that Benchmark Wealth Management, LLC held a total portfolio value of $225.0M, covering 54 public equity positions.
During Q3 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 | 18.47% | — | -3.16% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 12.82% | — | +4.75% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 10.41% | — | +197.61% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.85% | — | +3.80% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 8.67% | — | -43.65% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 4.34% | — | +3.21% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.87% | — | +8.63% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.31% | — | -1.02% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.24% | — | -2.01% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.79% | — | +9.29% | |
| 11 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 2.61% | — | -0.08% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.50% | — | +17.78% | |
| 13 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 2.09% | — | -2.73% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.01% | — | +5.73% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.20% | — | +0.63% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.99% | — | +5.70% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | — | — | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.64% | — | +0.01% | |
| 19 | DE | Deere & Co | Stock-Industrials | 0.64% | — | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | — | -5.63% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.58% | — | +0.01% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.53% | — | +12.34% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.42% | — | -13.53% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.40% | — | — | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.39% | — | +2.91% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.37% | — | +5.33% | |
| 27 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.37% | — | -7.49% | |
| 28 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.37% | — | -4.01% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.35% | — | +1.01% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.34% | — | — | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | — | — | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | — | — | |
| 33 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.27% | — | +0.91% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.27% | — | -1.04% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.25% | — | -4.45% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | — | -8.90% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.18% | — | +12.78% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | — | — | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | — | -19.85% | |
| 40 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.17% | — | — | |
| 41 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.17% | — | +1.52% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.17% | — | — | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.16% | — | — | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.16% | — | — | |
| 45 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.15% | — | — | |
| 46 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.14% | — | -4.14% | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.13% | — | — | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.12% | — | — | |
| 49 | DWX | State Street Spdr S&p Intern | ETF-Other | 0.12% | — | — | |
| 50 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.11% | — | -2.53% |
According to official SEC Form 13F filings, Benchmark Wealth Management, LLC reported a total U.S. public equity portfolio value of $225.0M across 54 disclosed positions in Q3 2024.
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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, BND, VTV) accounted for 54.2% of total reported equity market value during Q3 2024.
During Q3 2024, Benchmark Wealth Management, LLC's top holdings by market value included VUG (18.5%)、BND (12.8%)、VTV (10.4%). The largest single position, VUG, represented 18.5% of total portfolio value.
In Q3 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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