Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VUG) | 101,364 | -607 | $34,889 |
VUG | 101,364 | -607 | $34,889 |
VANGUARD WHITEHALL FDS (VYM) | 251,171 | -478 | $30,389 |
VYM | 251,171 | -478 | $30,389 |
VANGUARD BD INDEX FDS (BND) | 317,568 | +22,917 | $23,065 |
BND | 317,568 | +22,917 | $23,065 |
VANGUARD INDEX FDS (VOO) | 34,645 | +38 | $16,654 |
VOO | 34,645 | +38 | $16,654 |
VANGUARD INDEX FDS (VB) | 36,090 | +70 | $8,250 |
VB | 36,090 | +70 | $8,250 |
SCHWAB STRATEGIC TR | 80,212 | -1,299 | $6,467 |
SCHD | 80,212 | -1,299 | $6,467 |
VANGUARD INTL EQUITY INDEX F (VEU) | 109,009 | +10,066 | $6,393 |
VEU | 109,009 | +10,066 | $6,393 |
VANGUARD SPECIALIZED FUNDS (VIG) | 33,844 | +229 | $6,180 |
VIG | 33,844 | +229 | $6,180 |
VANGUARD INDEX FDS (VTV) | 34,636 | +2,877 | $5,641 |
VTV | 34,636 | +2,877 | $5,641 |
ISHARES TR (ILCB) | 66,700 | -3,729 | $4,834 |
ILCB | 66,700 | -3,729 | $4,834 |
VANGUARD INDEX FDS (VO) | 18,870 | +819 | $4,715 |
VO | 18,870 | +819 | $4,715 |
ISHARES TR (IMCB) | 64,401 | -60 | $4,690 |
IMCB | 64,401 | -60 | $4,690 |
VANGUARD MUN BD FDS (VTEB) | 85,376 | +19,492 | $4,320 |
VTEB | 85,376 | +19,492 | $4,320 |
SCHWAB STRATEGIC TR | 57,691 | +5,038 | $3,522 |
SCHB | 57,691 | +5,038 | $3,522 |
VANGUARD SCOTTSDALE FDS (VCSH) | 30,182 | +112 | $2,333 |
VCSH | 30,182 | +112 | $2,333 |
PIMCO ETF TR (MINT) | 20,793 | -7,865 | $2,091 |
MINT | 20,793 | -7,865 | $2,091 |
BERKSHIRE HATHAWAY INC DEL | $1,278 | ||
BRK.B | 3,039 | UNCH | $1,278 |
SCHWAB STRATEGIC TR | 15,648 | UNCH | $1,274 |
SCHM | 15,648 | UNCH | $1,274 |
DEERE & CO | 3,100 | UNCH | $1,273 |
DE | 3,100 | UNCH | $1,273 |
VANGUARD INDEX FDS (VTI) | 4,646 | +375 | $1,207 |
VTI | 4,646 | +375 | $1,207 |
VANGUARD INTL EQUITY INDEX F (VT) | 9,685 | +38 | $1,070 |
VT | 9,685 | +38 | $1,070 |
SCHWAB STRATEGIC TR | 18,200 | -8,598 | $949 |
SCHP | 18,200 | -8,598 | $949 |
VANGUARD SCOTTSDALE FDS (VGSH) | 15,688 | -6,115 | $911 |
VGSH | 15,688 | -6,115 | $911 |
VANGUARD SCOTTSDALE FDS (VONG) | 8,970 | +104 | $777 |
VONG | 8,970 | +104 | $777 |
SPDR SER TR (SDY) | 5,686 | UNCH | $746 |
SDY | 5,686 | UNCH | $746 |
VANGUARD SCOTTSDALE FDS (VONV) | 9,483 | -65 | $746 |
VONV | 9,483 | -65 | $746 |
VANGUARD WORLD FD (ESGV) | 7,308 | UNCH | $681 |
ESGV | 7,308 | UNCH | $681 |
EXXON MOBIL CORP | 5,798 | UNCH | $674 |
XOM | 5,798 | UNCH | $674 |
CATERPILLAR INC | 1,784 | +1 | $654 |
CAT | 1,784 | +1 | $654 |
PACER FDS TR | 9,423 | -133 | $548 |
COWZ | 9,423 | -133 | $548 |
PFIZER INC | 19,509 | UNCH | $541 |
PFE | 19,509 | UNCH | $541 |
ISHARES TR (EAGG) | 10,115 | UNCH | $476 |
EAGG | 10,115 | UNCH | $476 |
MICROSOFT CORP | 1,124 | UNCH | $473 |
MSFT | 1,124 | UNCH | $473 |
JOHNSON & JOHNSON | 2,716 | +1,157 | $430 |
JNJ | 2,716 | +1,157 | $430 |
ISHARES TR (AGG) | 3,938 | +412 | $386 |
AGG | 3,938 | +412 | $386 |
PEPSICO INC | 1,871 | UNCH | $327 |
PEP | 1,871 | UNCH | $327 |
VANGUARD SCOTTSDALE FDS (VCIT) | 4,006 | UNCH | $323 |
VCIT | 4,006 | UNCH | $323 |
BOEING CO | 1,665 | UNCH | $321 |
BA | 1,665 | UNCH | $321 |
KIMBERLY CLARK CORP | 2,458 | UNCH | $318 |
KMB | 2,458 | UNCH | $318 |
SPDR SER TR (SPIP) | 12,347 | UNCH | $316 |
SPIP | 12,347 | UNCH | $316 |
VANGUARD INDEX FDS (VBR) | 1,620 | +3 | $311 |
VBR | 1,620 | +3 | $311 |
VANGUARD ADMIRAL FDS INC (IVOO) | 2,983 | +58 | $307 |
IVOO | 2,983 | +58 | $307 |
VANGUARD STAR FDS (VXUS) | 4,949 | UNCH | $298 |
VXUS | 4,949 | UNCH | $298 |
VANGUARD INDEX FDS (VOE) | 1,830 | UNCH | $285 |
VOE | 1,830 | UNCH | $285 |
NVIDIA CORPORATION | 300 | +300 | $271 |
NVDA | 300 | +300 | $271 |
ISHARES TR (IJK) | 2,398 | +2,398 | $219 |
IJK | 2,398 | +2,398 | $219 |
SPDR INDEX SHS FDS (DWX) | 6,211 | UNCH | $218 |
DWX | 6,211 | UNCH | $218 |
ROYCE VALUE TR INC | 14,238 | -1,039 | $216 |
RVT | 14,238 | -1,039 | $216 |
VANGUARD WORLD FD (VSGX) | 3,762 | +0 | $216 |
VSGX | 3,762 | UNCH | $216 |
See Summary: Benchmark Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Benchmark Wealth Management LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
NVDA | +300 | +$271 |
IJK | +2,398 | +$219 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
VSGX | -3,762 | -$208 |
Entity | Shares/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 |
Entity | Shares/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 |