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| Name: |
Benchmark Wealth Management LLC |
| City: |
Old Lyme |
| State: |
CT |
| Zip: |
06371 |
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data |
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Filing Period: |
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| Holdings
Found :
17 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BND |
Vanguard Total Bond Market ETF |
3 |
- |
$71.38 |
$23,065,000 |
317,568 |
12.57% |
1,393,000 |
22,917 |
0.035 |
Closed - End Fund - E... |
|
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VOO |
Vanguard S&P 500 Etf |
4 |
- |
$478.74 |
$16,654,000 |
34,645 |
9.08% |
1,538,000 |
38 |
0.004 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
5 |
- |
$222.54 |
$8,250,000 |
36,090 |
4.5% |
566,000 |
70 |
0.019 |
Closed - End Fund - E... |
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VEU |
Vanguard FTSE All-World ETF |
7 |
- |
$57.31 |
$6,393,000 |
109,009 |
3.48% |
838,000 |
10,066 |
0.022 |
Closed - End Fund - F... |
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VIG |
Vanguard Dividend Appreciat... |
8 |
- |
$181.14 |
$6,180,000 |
33,844 |
3.37% |
452,000 |
229 |
0.009 |
Closed - End Fund - Debt |
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VTV |
Vanguard Value VIPERS |
9 |
- |
$161.40 |
$5,641,000 |
34,636 |
3.07% |
893,000 |
2,877 |
0.006 |
Closed - End Fund - E... |
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VO |
Vanguard Mid Cap VIPERS |
11 |
- |
$245.74 |
$4,715,000 |
18,870 |
2.57% |
516,000 |
819 |
0.01 |
Closed - End Fund - E... |
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VTEB |
Vanguard Tax Exempt Bond Etf |
13 |
- |
$50.18 |
$4,320,000 |
85,376 |
2.35% |
957,000 |
19,492 |
0.005 |
N/A |
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SCHB |
Schwab Strategic Trust |
14 |
- |
$60.61 |
$3,522,000 |
57,691 |
1.92% |
591,000 |
5,038 |
0.029 |
Closed - End Fund - Debt |
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VCSH |
Vanguard Scottsdale Funds |
15 |
- |
$76.88 |
$2,333,000 |
30,182 |
1.27% |
7,000 |
112 |
0.007 |
N/A |
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VTI |
Vanguard Total Stock Market... |
20 |
- |
$258.05 |
$1,207,000 |
4,646 |
0.66% |
194,000 |
375 |
0 |
Closed - End Fund - E... |
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VT |
Vanguard Total World Stock ... |
21 |
- |
$110.58 |
$1,070,000 |
9,685 |
0.58% |
77,000 |
38 |
0.005 |
Closed - End Fund - E... |
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VONG |
Vanguard Russell 1000 Growt... |
24 |
- |
$86.62 |
$777,000 |
8,970 |
0.42% |
85,000 |
104 |
0.001 |
N/A |
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JNJ |
Johnson & Johnson |
34 |
- |
$149.91 |
$430,000 |
2,716 |
0.23% |
186,000 |
1,157 |
0 |
Drug Manufacturers - ... |
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AGG |
iShares Barclays Agency Bond |
35 |
- |
$96.24 |
$386,000 |
3,938 |
0.21% |
36,000 |
412 |
0 |
Closed - End Fund - E... |
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VBR |
Vanguard Small Cap Val VIPER |
41 |
- |
$188.19 |
$311,000 |
1,620 |
0.17% |
20,000 |
3 |
0.001 |
Closed - End Fund - E... |
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IVOO |
Vanguard S&Amp;P Mid-Cap 40... |
42 |
- |
$101.39 |
$307,000 |
2,983 |
0.17% |
32,000 |
58 |
0.033 |
Closed - End Fund - E... |
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