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Benchmark Wealth Management, LLC
Period ended Jun 30, 2025 · Latest filing Jul 18, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2025: $225,033,724
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · GROWTH ETF · 922908736 · shares: $33,404,062
- VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $25,678,083
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $25,658,575
- VANGUARD WHITEHALL FDS · HIGH DIV YLD · 921946406 · shares: $17,114,280
- VANGUARD INDEX FDS · VALUE ETF · 922908744 · shares: $16,431,108
- VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US · 922042775 · shares: $9,100,526
- VANGUARD INDEX FDS · SMALL CP ETF · 922908751 · shares: $7,993,810
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $6,582,502
- BERKSHIRE HATHAWAY INC DEL · CL A · 084670108 · shares: $6,559,200
- VANGUARD INDEX FDS · MID CAP ETF · 922908629 · shares: $5,890,891
Reported holdings
70 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 76,195 shares | $33,404,062 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 348,745 shares | $25,678,083 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 45,171 shares | $25,658,575 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 128,380 shares | $17,114,280 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 92,968 shares | $16,431,108 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 135,384 shares | $9,100,526 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 33,732 shares | $7,993,810 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 32,162 shares | $6,582,502 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 9 shares | $6,559,200 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 21,052 shares | $5,890,891 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 221,409 shares | $5,867,337 |
| ISHARES TR | MORNINGSTR US EQ | 464287127 | — | 64,536 shares | $5,535,883 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 197,131 shares | $4,697,634 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 91,353 shares | $4,479,032 |
| ISHARES TR | MRGSTR MD CP ETF | 464288208 | — | 55,403 shares | $4,413,373 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 37,929 shares | $3,762,551 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | — | 28,869 shares | $2,902,360 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 45,464 shares | $2,591,896 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 30,761 shares | $2,445,498 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 45,847 shares | $2,269,880 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 25,455 shares | $2,003,309 |
| DEERE & CO | COM | 244199105 | — | 3,100 shares | $1,576,319 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | — | 41,244 shares | $1,478,170 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 52,059 shares | $1,460,255 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 24,840 shares | $1,460,092 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 4,486 shares | $1,363,357 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 2,556 shares | $1,241,628 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 8,215 shares | $1,055,794 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 4,362 shares | $1,048,394 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | — | 27,372 shares | $973,363 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 22,530 shares | $952,547 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 29,558 shares | $918,955 |
| SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | — | 5,636 shares | $764,974 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | — | 28,539 shares | $761,433 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 6,568 shares | $720,116 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 6,375 shares | $696,150 |
| CATERPILLAR INC | COM | 149123101 | — | 1,788 shares | $693,930 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | — | 7,805 shares | $665,064 |
| ISHARES TR | MSCI INTL MOMENT | 46434V449 | — | 14,514 shares | $663,130 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 5,798 shares | $625,024 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | — | 20,652 shares | $609,040 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 13,720 shares | $587,617 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 | — | 11,684 shares | $555,457 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 | — | 14,642 shares | $505,292 |
| MICROSOFT CORP | COM | 594918104 | — | 953 shares | $474,054 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,550 shares | $402,875 |
| AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | — | 7,690 shares | $396,580 |
| J P MORGAN EXCHANGE TRADED F | SUSTAINABLE MUNI | 46654Q815 | — | 7,599 shares | $375,551 |
| PFIZER INC | COM | 717081103 | — | 14,488 shares | $351,189 |
| SPDR SERIES TRUST | PORTFLI TIPS ETF | 78464A656 | — | 13,440 shares | $350,246 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 7,067 shares | $349,518 |
| BOEING CO | COM | 097023105 | — | 1,665 shares | $348,867 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | — | 6,800 shares | $346,256 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 4,943 shares | $341,512 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | — | 1,712 shares | $333,893 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 2,177 shares | $332,537 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 4,006 shares | $332,178 |
| MORGAN STANLEY ETF TRUST | EATON VANCE INTE | 61774R882 | — | 6,306 shares | $323,733 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 4,657 shares | $319,205 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 2,458 shares | $316,885 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | — | 2,841 shares | $298,248 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | — | 1,797 shares | $295,535 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | — | 5,208 shares | $286,947 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 4,090 shares | $267,895 |
| 3M CO | COM | 88579Y101 | — | 1,750 shares | $266,420 |
| SPDR INDEX SHS FDS | S&P INTL ETF | 78463X772 | — | 6,211 shares | $261,794 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 2,381 shares | $248,767 |
| PEPSICO INC | COM | 713448108 | — | 1,871 shares | $247,047 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 2,398 shares | $218,170 |
| ROYCE SMALL CAP TRUST INC | COM | 780910105 | — | 12,620 shares | $189,931 |