HoldingsChannel.com
Benchmark Wealth Management LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
PIMCO ETF TR (MINT) 255,474 +37,639 $25,979
     MINT255,474+37,639$25,979
VANGUARD INDEX FDS (VUG) 102,759 +2,771 $20,767
     VUG102,759+2,771$20,767
VANGUARD WHITEHALL FDS (VYM) 157,813 +1,682 $12,433
     VYM157,813+1,682$12,433
VANGUARD BD INDEX FDS (BND) 137,691 +8,686 $12,164
     BND137,691+8,686$12,164
VANGUARD SPECIALIZED FUNDS (VIG) 49,861 -1,426 $5,843
     VIG49,861-1,426$5,843
VANGUARD INDEX FDS (VB) 37,228 -156 $5,425
     VB37,228-156$5,425
ISHARES TR (JKD) 29,660 -1,117 $5,177
     JKD29,660-1,117$5,177
ISHARES TR (JKG) 26,665 -1,904 $4,917
     JKG26,665-1,904$4,917
VANGUARD SCOTTSDALE FDS (VCSH) 45,654 +341 $3,774
     VCSH45,654+341$3,774
VANGUARD INDEX FDS (VTV) 37,732 +835 $3,758
     VTV37,732+835$3,758
SCHWAB STRATEGIC TR 68,200 -1,362 $3,529
     SCHD68,200-1,362$3,529
SCHWAB STRATEGIC TR 17,212 UNCH $1,265
     SCHB17,212UNCH$1,265
SCHWAB STRATEGIC TR 15,063 UNCH $793
     SCHM15,063UNCH$793
JANUS DETROIT STR TR 13,913 +13,913 $699
     VNLA13,913+13,913$699
PFIZER INC 21,349 -1,441 $698
     PFE21,349-1,441$698
ISHARES TR (MUB) 6,013 -1,582 $694
     MUB6,013-1,582$694
VANGUARD INDEX FDS (VO) 4,005 +50 $656
     VO4,005+50$656
SPDR SER TR (SDY) 6,717 UNCH $613
     SDY6,717UNCH$613
KIMBERLY CLARK CORP 3,973 UNCH $562
     KMB3,973UNCH$562
VANGUARD MALVERN FDS (VTIP) 11,001 +145 $552
     VTIP11,001+145$552
ISHARES TR (ICSH) 9,900 +9,900 $501
     ICSH9,900+9,900$501
PIMCO DYNAMIC INCOME FD 20,265 UNCH $501
     PDI20,265UNCH$501
DEERE & CO 3,100 UNCH $487
     DE3,100UNCH$487
3M CO 2,171 -214 $339
     MMM2,171-214$339
VANGUARD SCOTTSDALE FDS (VONG) 1,681 -181 $332
     VONG1,681-181$332
BOEING CO 1,765 UNCH $324
     BA1,765UNCH$324
DOMINION ENERGY INC 3,924 UNCH $319
     D3,924UNCH$319
VANGUARD ADMIRAL FDS INC (IVOO) 2,503 UNCH $301
     IVOO2,503UNCH$301
VANGUARD SCOTTSDALE FDS (VONV) 2,777 UNCH $275
     VONV2,777UNCH$275
VANGUARD SCOTTSDALE FDS (VTWO) 2,173 UNCH $251
     VTWO2,173UNCH$251
ISHARES TR (SUB) 2,316 +2,316 $250
     SUB2,316+2,316$250
PEPSICO INC 1,871 UNCH $247
     PEP1,871UNCH$247
CATERPILLAR INC DEL 1,940 +3 $245
     CAT1,940+3$245
VANGUARD INTL EQUITY INDEX F (VEU) 5,074 -1,658 $242
     VEU5,074-1,658$242
ROYCE VALUE TR INC 19,224 -591 $241
     RVT19,224-591$241
JOHNSON & JOHNSON 1,709 UNCH $240
     JNJ1,709UNCH$240
AT&T INC 7,943 UNCH $240
     T7,943UNCH$240
EXXON MOBIL CORP 5,294 UNCH $237
     XOM5,294UNCH$237
UNITEDHEALTH GROUP INC 799 -200 $236
     UNH799-200$236
VANGUARD SCOTTSDALE FDS (VCIT) 2,418 UNCH $230
     VCIT2,418UNCH$230
ISHARES TR (PFF) 6,414 -10,358 $222
     PFF6,414-10,358$222
SPDR SER TR (SPIP) 7,088 UNCH $214
     SPIP7,088UNCH$214
PROSHARES TR (NOBL) 3,095 +3,095 $208
     NOBL3,095+3,095$208
SPDR INDEX SHS FDS (DWX) 6,211 -2,000 $206
     DWX6,211-2,000$206
NEW AMER HIGH INCOME FD INC 11,000 UNCH $86
     HYB11,000UNCH$86

See Full List: All Stocks Held By Benchmark Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Benchmark Wealth Management LLC

Size ($ in 1000's)
At 06/30/2020: $117,275
At 03/31/2020: $99,867

Benchmark Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Benchmark Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Benchmark Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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