Benchmark Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Benchmark Wealth Management, LLC 13F Holdings
CIK 0001788241 · Old Lyme, CT
As of Jun 30, 2025, Benchmark Wealth Management, LLC reported
70 positions worth $225.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 76,195 | $33.4M | 14.84% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 348,745 | $25.7M | 11.41% |
| VANGUARD 500 INDEX FUND | VOO | — | 45,171 | $25.7M | 11.40% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 128,380 |
|
7.1M7.61% |
| VANGUARD VALUE INDEX FUND | VTV | — | 92,968 |
6.4M | 7.30% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 135,384 | $9.1M | 4.04% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 33,732 | $8.0M | 3.55% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 32,162 | $6.6M | 2.93% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 9 | $6.6M | 2.91% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 21,052 | $5.9M | 2.62% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 221,409 | $5.9M | 2.61% |
| ISHARES MORNINGSTAR US EQUITY ETF | ILCB | — | 64,536 | $5.5M | 2.46% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 197,131 | $4.7M | 2.09% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 91,353 | $4.5M | 1.99% |
| ISHARES MORNINGSTAR MID-CAP ETF | IMCB | — | 55,403 | $4.4M | 1.96% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 37,929 | $3.8M | 1.67% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 28,869 | $2.9M | 1.29% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 45,464 | $2.6M | 1.15% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 30,761 | $2.4M | 1.09% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 45,847 | $2.3M | 1.01% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 25,455 | $2.0M | 0.89% |
| DEERE & CO | DE | Industrials | 3,100 |
.6M | 0.70% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 41,244 |
.5M | 0.66% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 52,059 |
.5M | 0.65% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 24,840 |
.5M | 0.65% |