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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 :
18 |
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Unchanged Positions |
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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 |
|
BRK.B |
Berkshire Hathaway B |
17 |
- |
$412.05 |
$1,278,000 |
3,039 |
0.7% |
194,000 |
0 |
0 |
Property & Casualty I... |
|
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SCHM |
Schwab U.S. Mid-Cap Etf |
18 |
- |
$79.78 |
$1,274,000 |
15,648 |
0.69% |
95,000 |
0 |
0.012 |
N/A |
|
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DE |
Deere & Co |
19 |
- |
$407.89 |
$1,273,000 |
3,100 |
0.69% |
33,000 |
0 |
0.001 |
Farm & Construction M... |
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SDY |
streetTRACKS Series Trust -... |
25 |
- |
$131.39 |
$746,000 |
5,686 |
0.41% |
35,000 |
0 |
0.014 |
Closed - End Fund - E... |
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ESGV |
Vanguard Esg Us Stock Etf |
27 |
- |
$0.00 |
$681,000 |
7,308 |
0.37% |
59,000 |
0 |
0.019 |
N/A |
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XOM |
Exxon Mobil Corp |
28 |
- |
$117.96 |
$674,000 |
5,798 |
0.37% |
94,000 |
0 |
0 |
Integrated Oil & Gas |
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PFE |
Pfizer Inc |
31 |
- |
$28.01 |
$541,000 |
19,509 |
0.29% |
-21,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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EAGG |
Ishares Esg Us Aggregate Bo... |
32 |
- |
$46.22 |
$476,000 |
10,115 |
0.26% |
-7,000 |
0 |
0.004 |
N/A |
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MSFT |
Microsoft Corp |
33 |
- |
$414.74 |
$473,000 |
1,124 |
0.26% |
50,000 |
0 |
0 |
Application Software |
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PEP |
Pepsico Inc |
36 |
- |
$179.79 |
$327,000 |
1,871 |
0.18% |
9,000 |
0 |
0 |
Beverage Soft Drinks... |
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VCIT |
Vanguard Intermediate-Term |
37 |
- |
$79.12 |
$323,000 |
4,006 |
0.18% |
-3,000 |
0 |
0 |
Closed - End Fund - Debt |
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BA |
Boeing Co |
38 |
- |
$178.51 |
$321,000 |
1,665 |
0.17% |
-113,000 |
0 |
0 |
Aerospace/Defense - M... |
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KMB |
Kimberly Clark Corp |
39 |
- |
$136.67 |
$318,000 |
2,458 |
0.17% |
19,000 |
0 |
0.001 |
Paper & Paper Products |
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IPE |
Spdr Barclays Capital Tips Etf |
40 |
- |
$25.24 |
$316,000 |
12,347 |
0.17% |
0 |
0 |
0.006 |
Closed - End Fund - E... |
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VXUS |
Vanguard Total Internationa... |
43 |
- |
$61.05 |
$298,000 |
4,949 |
0.16% |
11,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VOE |
Vanguard Mid-Cap Value ETF |
44 |
- |
$154.33 |
$285,000 |
1,830 |
0.16% |
20,000 |
0 |
0.002 |
Closed - End Fund - E... |
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DWX |
Spdr S&P Intl Divd |
47 |
- |
$35.40 |
$218,000 |
6,211 |
0.12% |
-3,000 |
0 |
0.038 |
Closed - End Fund - E... |
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VSGX |
Vanguard Esg International ... |
48 |
- |
$0.00 |
$216,000 |
3,762 |
0.12% |
8,000 |
0 |
0.036 |
N/A |
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