Benchmark Wealth Management, LLC Top Holdings and 13F Report (2024) → The Best AI Stock to Own in the World Today is Trading for Just $25 (From Banyan Hill Publishing) (Ad) About Benchmark Wealth Management, LLCInvestment ActivityBenchmark Wealth Management, LLC has $183.48 million in total holdings as of March 31, 2024.Benchmark Wealth Management, LLC owns shares of 49 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.80% of the portfolio was purchased this quarter.About 1.24% of the portfolio was sold this quarter.This quarter, Benchmark Wealth Management, LLC has purchased 47 new stocks and bought additional shares in 18 stocks.Benchmark Wealth Management, LLC sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Growth ETF $34,889,369Vanguard High Dividend Yield ETF $30,389,125Vanguard Total Bond Market ETF $23,064,972Vanguard S&P 500 ETF $16,653,768Vanguard Small-Cap ETF $8,249,826 Largest New Holdings this Quarter NVIDIA $271,068 HoldingiShares S&P Mid-Cap 400 Growth ETF $218,818 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 22,917 shares (about $1.66M)Vanguard Tax-Exempt Bond ETF 19,492 shares (about $986.30K)Vanguard FTSE All-World ex-US ETF 10,066 shares (about $590.37K)Vanguard Value ETF 2,877 shares (about $468.55K)Schwab US Broad Market ETF 5,038 shares (about $307.57K) Largest Sales this Quarter PIMCO Enhanced Short Maturity Exchange-Traded Fund 7,865 shares (about $790.75K)Schwab U.S. TIPS ETF 8,598 shares (about $448.48K)Vanguard Short-Term Treasury Index ETF 6,115 shares (about $355.09K)iShares Morningstar U.S. Equity ETF 3,729 shares (about $270.24K)Vanguard Growth ETF 607 shares (about $208.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBenchmark Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$34,889,369$208,929 ▼-0.6%101,36419.0%ETFVYMVanguard High Dividend Yield ETF$30,389,125$57,833 ▼-0.2%251,17116.6%ETFBNDVanguard Total Bond Market ETF$23,064,972$1,664,462 ▲7.8%317,56812.6%ETFVOOVanguard S&P 500 ETF$16,653,768$18,267 ▲0.1%34,6459.1%ETFVBVanguard Small-Cap ETF$8,249,826$16,001 ▲0.2%36,0904.5%ETFSCHDSchwab US Dividend Equity ETF$6,467,491$104,738 ▼-1.6%80,2123.5%ETFVEUVanguard FTSE All-World ex-US ETF$6,393,404$590,373 ▲10.2%109,0093.5%ETFVIGVanguard Dividend Appreciation ETF$6,180,342$41,818 ▲0.7%33,8443.4%ETFVTVVanguard Value ETF$5,640,850$468,551 ▲9.1%34,6363.1%ETFILCBiShares Morningstar U.S. Equity ETF$4,833,719$270,239 ▼-5.3%66,7002.6%ETFVOVanguard Mid-Cap ETF$4,714,982$204,641 ▲4.5%18,8702.6%ETFIMCBiShares Morningstar Mid-Cap ETF$4,690,325$4,370 ▼-0.1%64,4012.6%ETFVTEBVanguard Tax-Exempt Bond ETF$4,320,037$986,298 ▲29.6%85,3762.4%ETFSCHBSchwab US Broad Market ETF$3,522,019$307,568 ▲9.6%57,6911.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,333,389$8,659 ▲0.4%30,1821.3%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,090,525$790,746 ▼-27.4%20,7931.1%ETFBRK.BBerkshire Hathaway$1,277,9600.0%3,0390.7%FinanceSCHMSchwab U.S. Mid-Cap ETF$1,274,2370.0%15,6480.7%ETFDEDeere & Company$1,273,2940.0%3,1000.7%Industrial ProductsVTIVanguard Total Stock Market ETF$1,207,409$97,456 ▲8.8%4,6460.7%ETFVTVanguard Total World Stock ETF$1,070,153$4,199 ▲0.4%9,6850.6%ETFSCHPSchwab U.S. TIPS ETF$949,324$448,477 ▼-32.1%18,2000.5%ETFVGSHVanguard Short-Term Treasury Index ETF$910,977$355,088 ▼-28.0%15,6880.5%ETFVONGVanguard Russell 1000 Growth ETF$777,430$9,014 ▲1.2%8,9700.4%ETFSDYSPDR S&P Dividend ETF$746,2310.0%5,6860.4%ETFVONVVanguard Russell 1000 Value$745,743$5,112 ▼-0.7%9,4830.4%ETFESGVVanguard ESG US Stock ETF$681,0330.0%7,3080.4%ETFXOMExxon Mobil$673,9600.0%5,7980.4%Oils/EnergyCATCaterpillar$653,678$366 ▲0.1%1,7840.4%Industrial ProductsCOWZPacer US Cash Cows 100 ETF$547,563$7,729 ▼-1.4%9,4230.3%ETFPFEPfizer$541,3750.0%19,5090.3%MedicalEAGGiShares ESG Aware U.S. Aggregate Bond ETF$476,0120.0%10,1150.3%ETFMSFTMicrosoft$472,8970.0%1,1240.3%Computer and TechnologyJNJJohnson & Johnson$429,644$183,026 ▲74.2%2,7160.2%MedicalAGGiShares Core U.S. Aggregate Bond ETF$385,688$40,351 ▲11.7%3,9380.2%FinancePEPPepsiCo$327,4440.0%1,8710.2%Consumer StaplesVCITVanguard Intermediate-Term Corporate Bond ETF$322,5230.0%4,0060.2%ETFBABoeing$321,3280.0%1,6650.2%AerospaceKMBKimberly-Clark$317,9420.0%2,4580.2%Consumer StaplesSPIPSPDR Portfolio TIPS ETF$316,3300.0%12,3470.2%ETFVBRVanguard Small-Cap Value ETF$310,856$576 ▲0.2%1,6200.2%ETFIVOOVanguard S&P Mid-Cap 400 ETF$307,279$5,975 ▲2.0%2,9830.2%ETFVXUSVanguard Total International Stock ETF$298,4250.0%4,9490.2%ETFVOEVanguard Mid-Cap Value ETF$285,3150.0%1,8300.2%ETFNVDANVIDIA$271,068$271,068 ▲New Holding3000.1%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$218,818$218,818 ▲New Holding2,3980.1%ETFDWXSPDR S&P International Dividend ETF$218,3170.0%6,2110.1%ETFVSGXVanguard ESG International Stock ETF$216,2020.0%3,7620.1%ETFRVTRoyce Value Trust$215,990$15,762 ▼-6.8%14,2380.1%Finance More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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