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Benchmark Wealth Management, LLC

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13F filer, CIK 1788241, OLD LYME, CT

Benchmark Wealth Management, LLC reported $203,135,642 across 52 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-07. Its ten largest share positions make up 77.51% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001788241-25-000002

Period
2024-12-31
Reported value
$203M
Holdings
52
Top 10 weight
77.51%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHDadded+158,794$4.34M
SCHBadded+138,517$3.14M
SCHMadded+36,410$1.01M
MINTadded+9,349$938K
BNDadded+7,118$512K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VUGreduced-2,002-$822K
PGexited-1,181-$205K
ABBVexited-1,021-$202K
VTVreduced-1,062-$180K
VYMreduced-1,194-$152K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001788241-25-000002, largest first. % of portfolio is the value over $203,135,642, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 107,664 shares; 2023Q4: 101,971 shares; 2024Q1: 101,364 shares; 2024Q2: 100,575 shares; 2024Q3: 97,395 shares; 2024Q4: 95,393 shares 95,393$39.2M19.27%-2,002Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 283,975 shares; 2023Q4: 294,651 shares; 2024Q1: 317,568 shares; 2024Q2: 329,842 shares; 2024Q3: 345,524 shares; 2024Q4: 352,642 shares 352,642$25.4M12.48%+7,118Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 28,324 shares; 2023Q4: 34,607 shares; 2024Q1: 34,645 shares; 2024Q2: 36,421 shares; 2024Q3: 37,806 shares; 2024Q4: 37,851 shares 37,851$20.4M10.04%+45Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 31,171 shares; 2023Q4: 31,759 shares; 2024Q1: 34,636 shares; 2024Q2: 40,558 shares; 2024Q3: 120,704 shares; 2024Q4: 119,642 shares 119,642$20.3M9.97%-1,062Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 261,172 shares; 2023Q4: 251,649 shares; 2024Q1: 251,171 shares; 2024Q2: 242,905 shares; 2024Q3: 136,886 shares; 2024Q4: 135,692 shares 135,692$17.3M8.52%-1,194Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 35,990 shares; 2023Q4: 36,020 shares; 2024Q1: 36,090 shares; 2024Q2: 35,906 shares; 2024Q3: 37,059 shares; 2024Q4: 36,732 shares 36,732$8.83M4.34%-327Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 103,824 shares; 2023Q4: 98,943 shares; 2024Q1: 109,009 shares; 2024Q2: 114,357 shares; 2024Q3: 124,230 shares; 2024Q4: 130,372 shares 130,372$7.48M3.68%+6,142Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 85,958 shares; 2023Q4: 81,511 shares; 2024Q1: 80,212 shares; 2024Q2: 80,112 shares; 2024Q3: 79,296 shares; 2024Q4: 238,090 shares 238,090$6.5M3.2%+158,794Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 34,175 shares; 2023Q4: 33,615 shares; 2024Q1: 33,844 shares; 2024Q2: 33,844 shares; 2024Q3: 33,163 shares; 2024Q4: 33,178 shares 33,178$6.5M3.2%+15Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,277 shares; 2023Q4: 18,051 shares; 2024Q1: 18,870 shares; 2024Q2: 19,596 shares; 2024Q3: 21,416 shares; 2024Q4: 21,465 shares 21,465$5.67M2.79%+49Timeline
MLRGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 70,606 shares; 2023Q4: 70,429 shares; 2024Q1: 66,700 shares; 2024Q2: 66,740 shares; 2024Q3: 66,689 shares; 2024Q4: 66,701 shares 66,701$5.41M2.66%+12Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 69,597 shares; 2023Q4: 65,884 shares; 2024Q1: 85,376 shares; 2024Q2: 84,159 shares; 2024Q3: 99,123 shares; 2024Q4: 98,152 shares 98,152$4.92M2.42%-971Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 46,539 shares; 2023Q4: 52,653 shares; 2024Q1: 57,691 shares; 2024Q2: 57,829 shares; 2024Q3: 61,142 shares; 2024Q4: 199,659 shares 199,659$4.53M2.23%+138,517Timeline
IMCBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 65,494 shares; 2023Q4: 64,461 shares; 2024Q1: 64,401 shares; 2024Q2: 57,158 shares; 2024Q3: 55,598 shares; 2024Q4: 55,481 shares 55,481$4.22M2.08%-117Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,874 shares; 2023Q4: 28,658 shares; 2024Q1: 20,793 shares; 2024Q2: 18,916 shares; 2024Q3: 19,994 shares; 2024Q4: 29,343 shares 29,343$2.94M1.45%+9,349Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 33,703 shares; 2023Q4: 30,070 shares; 2024Q1: 30,182 shares; 2024Q2: 30,368 shares; 2024Q3: 30,560 shares; 2024Q4: 30,754 shares 30,754$2.4M1.18%+194Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,438 shares; 2023Q4: 15,648 shares; 2024Q1: 15,648 shares; 2024Q2: 15,648 shares; 2024Q3: 15,649 shares; 2024Q4: 52,059 shares 52,059$1.44M0.71%+36,410Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,632 shares; 2023Q4: 4,271 shares; 2024Q1: 4,646 shares; 2024Q2: 4,669 shares; 2024Q3: 4,406 shares; 2024Q4: 4,575 shares 4,575$1.33M0.65%+169Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,100 shares; 2023Q4: 3,100 shares; 2024Q1: 3,100 shares; 2024Q2: 3,100 shares; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares 3,100$1.31M0.65%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,039 shares; 2023Q4: 3,039 shares; 2024Q1: 3,039 shares; 2024Q2: 2,864 shares; 2024Q3: 2,864 shares; 2024Q4: 2,735 shares 2,735$1.24M0.61%-129Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 12,488 shares; 2023Q4: 9,647 shares; 2024Q1: 9,685 shares; 2024Q2: 9,787 shares; 2024Q3: 9,788 shares; 2024Q4: 9,727 shares 9,727$1.14M0.56%-61Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,277 shares; 2023Q4: 21,803 shares; 2024Q1: 15,688 shares; 2024Q2: 16,087 shares; 2024Q3: 18,072 shares; 2024Q4: 17,946 shares 17,946$1.04M0.51%-126Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,052 shares; 2023Q4: 3,526 shares; 2024Q1: 3,938 shares; 2024Q2: 7,073 shares; 2024Q3: 7,450 shares; 2024Q4: 9,137 shares 9,137$885K0.44%+1,687Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 36,326 shares; 2023Q4: 26,798 shares; 2024Q1: 18,200 shares; 2024Q2: 18,183 shares; 2024Q3: 15,722 shares; 2024Q4: 31,120 shares 31,120$804K0.4%+15,398Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,158 shares; 2024Q3: 15,599 shares; 2024Q4: 16,115 shares 16,115$790K0.39%+516Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,886 shares; 2023Q4: 5,686 shares; 2024Q1: 5,686 shares; 2024Q2: 5,686 shares; 2024Q3: 5,686 shares; 2024Q4: 5,686 shares 5,686$751K0.37%0Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,768 shares; 2023Q4: 9,548 shares; 2024Q1: 9,483 shares; 2024Q2: 9,346 shares; 2024Q3: 8,971 shares; 2024Q4: 9,157 shares 9,157$744K0.37%+186Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,515 shares; 2023Q4: 8,866 shares; 2024Q1: 8,970 shares; 2024Q2: 8,441 shares; 2024Q3: 7,809 shares; 2024Q4: 7,055 shares 7,055$729K0.36%-754Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 7,537 shares; 2023Q4: 7,308 shares; 2024Q1: 7,308 shares; 2024Q2: 6,838 shares; 2024Q3: 6,907 shares; 2024Q4: 6,568 shares 6,568$689K0.34%-339Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,782 shares; 2023Q4: 1,783 shares; 2024Q1: 1,784 shares; 2024Q2: 1,785 shares; 2024Q3: 1,785 shares; 2024Q4: 1,786 shares 1,786$648K0.32%+1Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,846 shares; 2023Q4: 5,798 shares; 2024Q1: 5,798 shares; 2024Q2: 5,798 shares; 2024Q3: 5,798 shares; 2024Q4: 5,798 shares 5,798$624K0.31%0Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 9,649 shares; 2023Q4: 10,115 shares; 2024Q1: 10,115 shares; 2024Q2: 11,078 shares; 2024Q3: 11,179 shares; 2024Q4: 11,627 shares 11,627$540K0.27%+448Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 10,056 shares; 2023Q4: 9,556 shares; 2024Q1: 9,423 shares; 2024Q2: 9,423 shares; 2024Q3: 9,325 shares; 2024Q4: 9,278 shares 9,278$524K0.26%-47Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,761 shares; 2024Q4: 10,766 shares 10,766$515K0.25%+5Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 27,064 shares; 2023Q4: 19,509 shares; 2024Q1: 19,509 shares; 2024Q2: 17,982 shares; 2024Q3: 17,182 shares; 2024Q4: 16,838 shares 16,838$447K0.22%-344Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,204 shares; 2023Q4: 1,124 shares; 2024Q1: 1,124 shares; 2024Q2: 1,124 shares; 2024Q3: 1,024 shares; 2024Q4: 999 shares 999$421K0.21%-25Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000$403K0.2%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,612 shares; 2023Q4: 1,617 shares; 2024Q1: 1,620 shares; 2024Q2: 1,620 shares; 2024Q3: 1,827 shares; 2024Q4: 1,832 shares 1,832$363K0.18%+5Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 11,823 shares; 2023Q4: 12,347 shares; 2024Q1: 12,347 shares; 2024Q2: 12,860 shares; 2024Q3: 13,056 shares; 2024Q4: 13,440 shares 13,440$340K0.17%+384Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,458 shares; 2023Q4: 2,458 shares; 2024Q1: 2,458 shares; 2024Q2: 2,458 shares; 2024Q3: 2,458 shares; 2024Q4: 2,458 shares 2,458$322K0.16%0Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,006 shares; 2023Q4: 4,006 shares; 2024Q1: 4,006 shares; 2024Q2: 4,006 shares; 2024Q3: 4,006 shares; 2024Q4: 4,006 shares 4,006$322K0.16%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,559 shares; 2023Q4: 1,559 shares; 2024Q1: 2,716 shares; 2024Q2: 2,716 shares; 2024Q3: 2,177 shares; 2024Q4: 2,177 shares 2,177$315K0.15%0Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,050 shares; 2023Q4: 2,925 shares; 2024Q1: 2,983 shares; 2024Q2: 2,898 shares; 2024Q3: 2,778 shares; 2024Q4: 2,818 shares 2,818$297K0.15%+40Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,830 shares; 2023Q4: 1,830 shares; 2024Q1: 1,830 shares; 2024Q2: 1,830 shares; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares 1,830$296K0.15%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,665 shares; 2023Q4: 1,665 shares; 2024Q1: 1,665 shares; 2024Q2: 1,665 shares; 2024Q3: 1,665 shares; 2024Q4: 1,665 shares 1,665$295K0.15%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,949 shares; 2023Q4: 4,949 shares; 2024Q1: 4,949 shares; 2024Q2: 4,949 shares; 2024Q3: 4,949 shares; 2024Q4: 4,949 shares 4,949$292K0.14%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,871 shares; 2023Q4: 1,871 shares; 2024Q1: 1,871 shares; 2024Q2: 1,871 shares; 2024Q3: 1,871 shares; 2024Q4: 1,871 shares 1,871$285K0.14%0Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 3,762 shares; 2024Q1: 3,762 shares; 2024Q2: 3,871 shares; 2024Q3: 3,773 shares; 2024Q4: 4,090 shares 4,090$232K0.11%+317Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares 1,750$226K0.11%0Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,398 shares; 2024Q2: 2,398 shares; 2024Q3: 2,398 shares; 2024Q4: 2,398 shares 2,398$218K0.11%0Timeline
DWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,211 shares; 2023Q4: 6,211 shares; 2024Q1: 6,211 shares; 2024Q2: 6,211 shares; 2024Q3: 6,211 shares; 2024Q4: 6,211 shares 6,211$217K0.11%0Timeline
RVTROYCE SMALL CAP TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 16,052 shares; 2023Q4: 15,277 shares; 2024Q1: 14,238 shares; 2024Q2: 13,658 shares; 2024Q3: 12,910 shares; 2024Q4: 12,910 shares 12,910$204K0.1%0Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PGPROCTER & GAMBLE CO1,181$205Kshares
ABBVABBVIE INC1,021$202Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001788241-25-000002 base2025-01-07acceptance time not in the bulk data set