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All Stocks Held By Benchmark Wealth Management LLC
As of  03/31/2024, we find all stocks held by Benchmark Wealth Management LLC to be as follows, presented in the table below with each row detailing each Benchmark Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Benchmark Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Benchmark Wealth Management LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 101,364 -607 $34,889
     VUG101,364-607$34,889
VANGUARD WHITEHALL FDS (VYM) 251,171 -478 $30,389
     VYM251,171-478$30,389
VANGUARD BD INDEX FDS (BND) 317,568 +22,917 $23,065
     BND317,568+22,917$23,065
VANGUARD INDEX FDS (VOO) 34,645 +38 $16,654
     VOO34,645+38$16,654
VANGUARD INDEX FDS (VB) 36,090 +70 $8,250
     VB36,090+70$8,250
SCHWAB STRATEGIC TR 80,212 -1,299 $6,467
     SCHD80,212-1,299$6,467
VANGUARD INTL EQUITY INDEX F (VEU) 109,009 +10,066 $6,393
     VEU109,009+10,066$6,393
VANGUARD SPECIALIZED FUNDS (VIG) 33,844 +229 $6,180
     VIG33,844+229$6,180
VANGUARD INDEX FDS (VTV) 34,636 +2,877 $5,641
     VTV34,636+2,877$5,641
ISHARES TR (ILCB) 66,700 -3,729 $4,834
     ILCB66,700-3,729$4,834
VANGUARD INDEX FDS (VO) 18,870 +819 $4,715
     VO18,870+819$4,715
ISHARES TR (IMCB) 64,401 -60 $4,690
     IMCB64,401-60$4,690
VANGUARD MUN BD FDS (VTEB) 85,376 +19,492 $4,320
     VTEB85,376+19,492$4,320
SCHWAB STRATEGIC TR 57,691 +5,038 $3,522
     SCHB57,691+5,038$3,522
VANGUARD SCOTTSDALE FDS (VCSH) 30,182 +112 $2,333
     VCSH30,182+112$2,333
PIMCO ETF TR (MINT) 20,793 -7,865 $2,091
     MINT20,793-7,865$2,091
BERKSHIRE HATHAWAY INC DEL      $1,278
     BRK.B3,039UNCH$1,278
SCHWAB STRATEGIC TR 15,648 UNCH $1,274
     SCHM15,648UNCH$1,274
DEERE & CO 3,100 UNCH $1,273
     DE3,100UNCH$1,273
VANGUARD INDEX FDS (VTI) 4,646 +375 $1,207
     VTI4,646+375$1,207
VANGUARD INTL EQUITY INDEX F (VT) 9,685 +38 $1,070
     VT9,685+38$1,070
SCHWAB STRATEGIC TR 18,200 -8,598 $949
     SCHP18,200-8,598$949
VANGUARD SCOTTSDALE FDS (VGSH) 15,688 -6,115 $911
     VGSH15,688-6,115$911
VANGUARD SCOTTSDALE FDS (VONG) 8,970 +104 $777
     VONG8,970+104$777
SPDR SER TR (SDY) 5,686 UNCH $746
     SDY5,686UNCH$746
VANGUARD SCOTTSDALE FDS (VONV) 9,483 -65 $746
     VONV9,483-65$746
VANGUARD WORLD FD (ESGV) 7,308 UNCH $681
     ESGV7,308UNCH$681
EXXON MOBIL CORP 5,798 UNCH $674
     XOM5,798UNCH$674
CATERPILLAR INC 1,784 +1 $654
     CAT1,784+1$654
PACER FDS TR 9,423 -133 $548
     COWZ9,423-133$548
PFIZER INC 19,509 UNCH $541
     PFE19,509UNCH$541
ISHARES TR (EAGG) 10,115 UNCH $476
     EAGG10,115UNCH$476
MICROSOFT CORP 1,124 UNCH $473
     MSFT1,124UNCH$473
JOHNSON & JOHNSON 2,716 +1,157 $430
     JNJ2,716+1,157$430
ISHARES TR (AGG) 3,938 +412 $386
     AGG3,938+412$386
PEPSICO INC 1,871 UNCH $327
     PEP1,871UNCH$327
VANGUARD SCOTTSDALE FDS (VCIT) 4,006 UNCH $323
     VCIT4,006UNCH$323
BOEING CO 1,665 UNCH $321
     BA1,665UNCH$321
KIMBERLY CLARK CORP 2,458 UNCH $318
     KMB2,458UNCH$318
SPDR SER TR (SPIP) 12,347 UNCH $316
     SPIP12,347UNCH$316
VANGUARD INDEX FDS (VBR) 1,620 +3 $311
     VBR1,620+3$311
VANGUARD ADMIRAL FDS INC (IVOO) 2,983 +58 $307
     IVOO2,983+58$307
VANGUARD STAR FDS (VXUS) 4,949 UNCH $298
     VXUS4,949UNCH$298
VANGUARD INDEX FDS (VOE) 1,830 UNCH $285
     VOE1,830UNCH$285
NVIDIA CORPORATION 300 +300 $271
     NVDA300+300$271
ISHARES TR (IJK) 2,398 +2,398 $219
     IJK2,398+2,398$219
SPDR INDEX SHS FDS (DWX) 6,211 UNCH $218
     DWX6,211UNCH$218
ROYCE VALUE TR INC 14,238 -1,039 $216
     RVT14,238-1,039$216
VANGUARD WORLD FD (VSGX) 3,762 +0 $216
     VSGX3,762UNCH$216

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

EntityShares/Amount
Change
Position Value
Change
NVDA +300+$271
IJK +2,398+$219
EntityShares/Amount
Change
Position Value
Change
VSGX -3,762-$208
EntityShares/Amount
Change
Position Value
Change
BND +22,917+$1,393
VTEB +19,492+$957
VEU +10,066+$838
SCHB +5,038+$591
VTV +2,877+$893
JNJ +1,157+$186
VO +819+$516
AGG +412+$36
VTI +375+$194
VIG +229+$452
EntityShares/Amount
Change
Position Value
Change
SCHP -8,598-$450
MINT -7,865-$769
VGSH -6,115-$361
ILCB -3,729+$203
SCHD -1,299+$262
RVT -1,039-$6
VUG -607+$3,188
VYM -478+$2,297
COWZ -133+$51
Size ($ in 1000's)
At 03/31/2024: $183,473
At 12/31/2023: $169,163

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

All Stocks Held By Benchmark Wealth Management LLC | www.HoldingsChannel.com

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