BW
| |
Benchmark Wealth Management, LLC13F | |
| Benchmark Wealth Management, LLC | |
| Last update 2025-04-09 | 67 Stocks (16 new) |
| Value $207.00 Mil | Turnover 10 % |
Benchmark Wealth Management, L... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 80,267 | 29,764.8 | -15.86% | 14.400 | -3.06% | 0.020 | +24.44% | +7.95% | 152,432.4 | ||
BND | Vanguard Total Bond Market ETF | 347,535 | 25,526.5 | -1.45% | 12.350 | -0.18% | 0.020 | +0.05% | +3.60% | 126,370.7 | ||
VOO | Vanguard S&P 500 ETF | 40,123 | 20,619.7 | +6.00% | 9.980 | +0.57% | 0.000 | +16.76% | +7.46% | 616,819.8 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 132,099 | 17,035.5 | -2.65% | 8.240 | -0.23% | 0.030 | +10.16% | +7.86% | 58,243.4 | ||
VTV | Vanguard Value ETF | 95,630 | 16,519.1 | -20.07% | 7.990 | -2.00% | 0.010 | +8.26% | +7.31% | 131,767.6 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 135,632 | 8,227.4 | +4.03% | 3.980 | +0.15% | 0.020 | +13.88% | +18.90% | 42,344.4 | ||
VB | Vanguard Small Cap ETF | 34,787 | 7,714.0 | -5.30% | 3.730 | -0.23% | 0.010 | +15.73% | +1.97% | 58,767.7 | ||
BRK.A | Berkshire Hathaway Inc | 9 | 7,186.0 | New Holding | 3.480 | +3.48% | 0.000 | -8.44% | +6.83% | 1,046,283.1 | Insurance | |
SCHD | Schwab US Dividend Equity ETF | 227,062 | 6,348.7 | -4.63% | 3.070 | -0.15% | 0.010 | +3.32% | +2.01% | 71,250.9 | ||
VIG | Vanguard Dividend Appreciation FTF | 31,971 | 6,202.0 | -3.64% | 3.000 | -0.12% | 0.010 | +11.15% | +7.09% | 87,948.4 |
Benchmark Wealth Management, LLC's Historical Top Holdings Breakdowns
Benchmark Wealth Management, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +3.48% | 663000 ($729331) 801950 | $727,455.00 | -0.26% | New holding | 9 | 9 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -3.06% | 369.1 ($404.54) 427.61 | $441.98 | 9.25% | Reduce -15.86% | 80,267 | -15,126 | |
VTV | Vanguard Value ETF | 2025-03-31 | Reduce Reduce | -2.00% | 167.73 ($174.39) 179.21 | $179.63 | 3.00% | Reduce -20.07% | 95,630 | -24,012 | |
BSV | Vanguard Short-Term Bond ETF | 2025-03-31 | New Buy New Buy | +0.79% | 76.94 ($77.63) 78.28 | $78.24 | 0.79% | New holding | 20,764 | 20,764 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.61% | 95.85 ($97.76) 99.25 | $98.47 | 0.73% | Add 140.26% | 21,953 | 12,816 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.57% | 507.05 ($540.58) 563.67 | $575.22 | 6.41% | Add 6% | 40,123 | 2,272 | |
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
| 2025-03-31 | Add Add | +0.55% | 100.32 ($100.52) 100.76 | $100.22 | -0.30% | Add 38.34% | 40,594 | 11,251 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | New Buy New Buy | +0.50% | 32.42 ($34.71) 36.1 | $36.52 | 5.21% | New holding | 31,269 | 31,269 | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 2025-03-31 | New Buy New Buy | +0.35% | 196.12 ($213.69) 229.48 | $239.37 | 12.02% | New holding | 3,596 | 3,596 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.35% | 47.4 ($50.6) 52.99 | $57.22 | 13.08% | Add 133.58% | 25,147 | 14,381 |
Benchmark Wealth Management, LLC Total Holding History ($B)
Benchmark Wealth Management, LLC's Asset Allocation
Benchmark Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Benchmark Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Benchmark Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Benchmark Wealth Management, LLC's Holdings Heat Map
Size field:
Benchmark Wealth Management, LLC's Holdings Bubble Chart
Benchmark Wealth Management, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers