The Analysis of Benchmark Wealth Management, LLC's Holdings
Currently, Benchmark Wealth Management, LLC holds 70 types of securities in its portfolio with a total value $225.0M. In the most recent quarter, they have increased their positions in VOO (+5.0K shares, valued at $2.9M), AGG (+16.0K shares, valued at $1.6M), VEA (+20.3K shares, valued at $1.2M); decreased their positions in VUG (-4.1K shares, valued at $1.8M), MINT (-11.7K shares, valued at $1.2M), VYM (-3.7K shares, valued at $495.8K); initiated new positions in JMSI (+7.6K shares, valued at $375.6K), VWO (+7.1K shares, valued at $349.5K), JMST (+6.8K shares, valued at $346.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS76.2K shares-5.07%2025-06-302025-07-18
BND VANGUARD BD INDEX FDS348.7K shares0.35%2025-06-302025-07-18 VOO VANGUARD INDEX FDS45.2K shares12.58%2025-06-302025-07-18 VYM VANGUARD WHITEHALL FDS128.4K shares-2.82%2025-06-302025-07-18 VTV VANGUARD INDEX FDS93.0K shares-2.78%2025-06-302025-07-18 VEU VANGUARD INTL EQUITY INDEX F135.4K shares-0.18%2025-06-302025-07-18 VB VANGUARD INDEX FDS33.7K shares-3.03%2025-06-302025-07-18 VIG VANGUARD SPECIALIZED FUNDS32.2K shares0.60%2025-06-302025-07-18 BRK.A BERKSHIRE HATHAWAY INC DEL9 shares0.00%2025-06-302025-07-18 VO VANGUARD INDEX FDS21.1K shares1.97%2025-06-302025-07-18 SCHD SCHWAB STRATEGIC TR221.4K shares-2.49%2025-06-302025-07-18 ILCB ISHARES TR64.5K shares0.07%2025-06-302025-07-18 SCHB SCHWAB STRATEGIC TR197.1K shares-0.02%2025-06-302025-07-18 VTEB VANGUARD MUN BD FDS91.4K shares-6.20%2025-06-302025-07-18 IMCB ISHARES TR55.4K shares0.04%2025-06-302025-07-18 AGG ISHARES TR37.9K shares72.77%2025-06-302025-07-18 MINT PIMCO ETF TR28.9K shares-28.88%2025-06-302025-07-18 VEA VANGUARD TAX-MANAGED FDS45.5K shares80.79%2025-06-302025-07-18 VCSH VANGUARD SCOTTSDALE FDS30.8K shares0.71%2025-06-302025-07-18 BNDX VANGUARD CHARLOTTE FDS45.8K shares55.00%2025-06-302025-07-18 BSV VANGUARD BD INDEX FDS25.5K shares22.59%2025-06-302025-07-18 DE DEERE & CO3.1K shares0.00%2025-06-302025-07-18 DFAC DIMENSIONAL ETF TRUST41.2K shares31.90%2025-06-302025-07-18 SCHM SCHWAB STRATEGIC TR52.1K shares0.00%2025-06-302025-07-18 VGSH VANGUARD SCOTTSDALE FDS24.8K shares1.69%2025-06-302025-07-18 VTI VANGUARD INDEX FDS4.5K shares-2.18%2025-06-302025-07-18 BRK.B BERKSHIRE HATHAWAY INC DEL2.6K shares-5.16%2025-06-302025-07-18 VT VANGUARD INTL EQUITY INDEX F8.2K shares-5.88%2025-06-302025-07-18 MTUM ISHARES TR4.4K shares21.30%2025-06-302025-07-18 DUHP DIMENSIONAL ETF TRUST27.4K shares30.79%2025-06-302025-07-18 DFUV DIMENSIONAL ETF TRUST22.5K shares32.94%2025-06-302025-07-18 DFIC DIMENSIONAL ETF TRUST29.6K shares47.29%2025-06-302025-07-18 SDY SPDR SERIES TRUST5.6K shares-0.88%2025-06-302025-07-18 SCHP SCHWAB STRATEGIC TR28.5K shares-4.40%2025-06-302025-07-18 ESGV VANGUARD WORLD FD6.6K shares0.00%2025-06-302025-07-18 VONG VANGUARD SCOTTSDALE FDS6.4K shares1.08%2025-06-302025-07-18 CAT CATERPILLAR INC1.8K shares0.06%2025-06-302025-07-18 VONV VANGUARD SCOTTSDALE FDS7.8K shares-0.64%2025-06-302025-07-18 IMTM ISHARES TR14.5K shares48.06%2025-06-302025-07-18 XOM EXXON MOBIL CORP5.8K shares0.00%2025-06-302025-07-18 DIHP DIMENSIONAL ETF TRUST20.7K shares45.05%2025-06-302025-07-18 DFIV DIMENSIONAL ETF TRUST13.7K shares44.70%2025-06-302025-07-18 EAGG ISHARES TR11.7K shares0.00%2025-06-302025-07-18 IDV ISHARES TR14.6K shares63.40%2025-06-302025-07-18 MSFT MICROSOFT CORP953 shares0.00%2025-06-302025-07-18 NVDA NVIDIA CORPORATION2.5K shares-15.00%2025-06-302025-07-18 AVSC AMERICAN CENTY ETF TR7.7K shares37.84%2025-06-302025-07-18 JMSI J P MORGAN EXCHANGE TRADED F7.6K sharesnew addition2025-06-302025-07-18 PFE PFIZER INC14.5K shares-1.70%2025-06-302025-07-18 SPIP SPDR SERIES TRUST13.4K shares0.00%2025-06-302025-07-18 VWO VANGUARD INTL EQUITY INDEX F7.1K sharesnew addition2025-06-302025-07-18 BA BOEING CO1.7K shares0.00%2025-06-302025-07-18 JMST J P MORGAN EXCHANGE TRADED F6.8K sharesnew addition2025-06-302025-07-18 VXUS VANGUARD STAR FDS4.9K shares-0.12%2025-06-302025-07-18 VBR VANGUARD INDEX FDS1.7K shares-6.80%2025-06-302025-07-18 JNJ JOHNSON & JOHNSON2.2K shares0.00%2025-06-302025-07-18 VCIT VANGUARD SCOTTSDALE FDS4.0K shares0.00%2025-06-302025-07-18 EVIM MORGAN STANLEY ETF TRUST6.3K sharesnew addition2025-06-302025-07-18 AVEM AMERICAN CENTY ETF TR4.7K shares21.72%2025-06-302025-07-18 KMB KIMBERLY-CLARK CORP2.5K shares0.00%2025-06-302025-07-18 IVOO VANGUARD ADMIRAL FDS INC2.8K shares3.05%2025-06-302025-07-18 VOE VANGUARD INDEX FDS1.8K shares0.00%2025-06-302025-07-18 COWZ PACER FDS TR5.2K shares-29.29%2025-06-302025-07-18 VSGX VANGUARD WORLD FD4.1K shares0.00%2025-06-302025-07-18 MMM 3M CO1.8K shares0.00%2025-06-302025-07-18 DWX SPDR INDEX SHS FDS6.2K shares0.00%2025-06-302025-07-18 MUB ISHARES TR2.4K sharesnew addition2025-06-302025-07-18 PEP PEPSICO INC1.9K shares0.00%2025-06-302025-07-18 IJK ISHARES TR2.4K sharesnew addition2025-06-302025-07-18 RVT ROYCE SMALL CAP TRUST INC12.6K shares-0.75%2025-06-302025-07-18 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available