Benchmark Wealth Management, LLC — Q4 2024 13F Holdings

Name: Benchmark Wealth Management, LLC — 13F Holdings, Q4 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001788241

Total reported value

$225.0M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VUG	Vanguard Growth ETF	ETF-Other	19.27%	—	-2.06%
2	BND	Vanguard Total Bond Market	ETF-Other	12.48%	—	+2.06%
3	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	10.04%	—	+0.12%
4	VTV	Vanguard Value ETF	ETF-Other	9.97%	—	-0.88%
5	VYM	Vanguard High Dvd Yield ETF	ETF-Other	8.52%	—	-0.87%
6	VB	Vanguard Small-cap ETF	ETF-Other	4.34%	—	-0.88%
7	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	3.68%	—	+4.94%
8	SCHD	Schwab US Dvd Equity ETF	ETF-Other	3.20%	—	+200.25%
9	VIG	Vanguard Dividend Apprec ETF	ETF-Other	3.20%	—	+0.05%
10	VO	Vanguard Mid-cap ETF	ETF-Other	2.79%	—	+0.23%
11	ILCB	Ishares Morningstar U.s. Equ	ETF-Other	2.66%	—	+0.02%
12	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	2.42%	—	-0.98%
13	SCHB	Schwab US Broad Market ETF	ETF-Other	2.23%	—	+226.55%
14	IMCB	Ishares Morningstar Mid-cap	ETF-Other	2.08%	—	-0.21%
15	MINT	Pimco Enhanced Short Maturit	ETF-Other	1.45%	—	+46.76%
16	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	1.18%	—	+0.63%
17	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.71%	—	+232.67%
18	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.65%	—	+3.84%
19	DE	Deere & Co	Stock-Industrials	0.65%	—	—
20	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.61%	—	-4.50%
21	VT	Vanguard Tot World Stk ETF	ETF-Other	0.56%	—	-0.62%
22	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.51%	—	-0.70%
23	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.44%	—	+22.64%
24	SCHP	Schwab U.s. Tips ETF	ETF-Other	0.40%	—	+97.94%
25	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.39%	—	+3.31%
26	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.37%	—	—
27	VONV	Vanguard Russell 1000 Value	ETF-Other	0.37%	—	+2.07%
28	VONG	Vanguard Russell 1000 Growth	ETF-Other	0.36%	—	-9.66%
29	ESGV	Vanguard Esg US Stock ETF	ETF-Other	0.34%	—	-4.91%
30	CAT	Caterpillar INC	Stock-Industrials	0.32%	—	+0.06%
31	XOM	Exxon Mobil CORP	Stock-Energy	0.31%	—	—
32	EAGG	Ishares Esg Aware US Aggrega	ETF-Other	0.27%	—	+4.01%
33	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	0.26%	—	-0.50%
34	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.25%	—	+0.05%
35	PFE	Pfizer INC	Stock-Healthcare	0.22%	—	-2.00%
36	MSFT	Microsoft CORP	Stock-Tech	0.21%	—	-2.44%
37	NVDA	Nvidia CORP	Stock-Tech	0.20%	—	—
38	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.18%	—	+0.27%
39	SPIP	Ss Spdr P Tips ETF	ETF-Other	0.17%	—	+2.94%
40	KMB	Kimberly-clark CORP	Stock-Consumer Staples	0.16%	—	—
41	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.16%	—	—
42	JNJ	Johnson & Johnson	Stock-Healthcare	0.15%	—	—
43	IVOO	Vanguard S&p Mid-cap 400 ETF	ETF-Other	0.15%	—	+1.44%
44	VOE	Vanguard Mid-cap Value ETF	ETF-Other	0.15%	—	—
45	BA	Boeing Co/the	Stock-Industrials	0.15%	—	—
46	VXUS	Vanguard Total Intl Stock	ETF-Other	0.14%	—	—
47	PEP	Pepsico INC	Stock-Consumer Staples	0.14%	—	—
48	VSGX	Vanguard Esg Intl Stock ETF	ETF-Other	0.11%	—	+8.40%
49	MMM	3m Co	Stock-Industrials	0.11%	—	—
50	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	0.11%	—	—

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