BW
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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
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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 | +26.82% | +8.52% | 166,020.0 | ||
BND | Vanguard Total Bond Market ETF | 347,535 | 25,526.5 | -1.45% | 12.350 | -0.18% | 0.020 | -0.14% | +1.11% | 127,251.0 | ||
VOO | Vanguard S&P 500 ETF | 40,123 | 20,619.7 | +6.00% | 9.980 | +0.57% | 0.000 | +18.73% | +6.48% | 657,191.6 | ||
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 | +11.33% | +5.11% | 58,554.2 | ||
VTV | Vanguard Value ETF | 95,630 | 16,519.1 | -20.07% | 7.990 | -2.00% | 0.010 | +9.66% | +4.53% | 132,365.1 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 135,632 | 8,227.4 | +4.03% | 3.980 | +0.15% | 0.020 | +13.33% | +16.86% | 44,155.6 | ||
VB | Vanguard Small Cap ETF | 34,787 | 7,714.0 | -5.30% | 3.730 | -0.23% | 0.010 | +17.34% | +0.20% | 60,719.8 | ||
BRK.A | Berkshire Hathaway Inc | 9 | 7,186.0 | New Holding | 3.480 | +3.48% | 0.000 | -8.60% | +3.93% | 1,017,162.4 | Insurance | |
SCHD | Schwab US Dividend Equity ETF | 227,062 | 6,348.7 | -4.63% | 3.070 | -0.15% | 0.010 | +7.16% | -1.43% | 70,234.8 | ||
VIG | Vanguard Dividend Appreciation FTF | 31,971 | 6,202.0 | -3.64% | 3.000 | -0.12% | 0.010 | +12.18% | +4.90% | 89,054.4 |
Benchmark Wealth Management, LLC's Historical Top Holdings Breakdowns
Benchmark Wealth Management, LLC's Top Stock Picks
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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 | $707,681.00 | -2.97% | New holding | 9 | 9 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -3.06% | 369.1 ($404.54) 427.61 | $445.42 | 10.11% | Reduce -15.86% | 80,267 | -15,126 | |
VTV | Vanguard Value ETF | 2025-03-31 | Reduce Reduce | -2.00% | 167.73 ($174.39) 179.21 | $176.97 | 1.48% | 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 | $78.26 | 0.81% | 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 | $97.89 | 0.13% | 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 | $573.74 | 6.13% | 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 | $100.38 | -0.14% | 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 | $36.25 | 4.44% | 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 | $238.16 | 11.45% | 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 | $56.64 | 11.94% | Add 133.58% | 25,147 | 14,381 |
Benchmark Wealth Management, LLC Total Holding History ($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 |
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Benchmark Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Benchmark Wealth Management, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Benchmark Wealth Management, LLC's Holdings Heat Map
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