13F HOLDINGS REPORT

Benchmark Wealth Management, LLC

Quarter ended Q1 2025 · Filed April 7, 2025 · Accession 0001788241-25-000003

Total Value

$206.7M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (67)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908736	80,267	$29.8M	14.40%
2	VANGUARD BD INDEX FDS	921937835	347,535	$25.5M	12.35%
3	VANGUARD INDEX FDS	922908363	40,123	$20.6M	9.98%
4	VANGUARD WHITEHALL FDS	921946406	132,099	$17.0M	8.24%
5	VANGUARD INDEX FDS	922908744	95,630	$16.5M	7.99%
6	VANGUARD INTL EQUITY INDEX F	922042775	135,632	$8.2M	3.98%
7	VANGUARD INDEX FDS	922908751	34,787	$7.7M	3.73%
8	BERKSHIRE HATHAWAY INC DEL	BRK-A	9	$7.2M	3.48%
9	SCHWAB STRATEGIC TR	808524797	227,062	$6.3M	3.07%
10	VANGUARD SPECIALIZED FUNDS	921908844	31,971	$6.2M	3.00%
11	VANGUARD INDEX FDS	922908629	20,646	$5.3M	2.58%
12	ISHARES TR	464287127	64,492	$5.0M	2.41%
13	VANGUARD MUN BD FDS	922907746	97,390	$4.8M	2.34%
14	SCHWAB STRATEGIC TR	808524102	197,174	$4.2M	2.05%
15	ISHARES TR	464288208	55,379	$4.1M	1.98%
16	PIMCO ETF TR	72201R833	40,594	$4.1M	1.98%
17	VANGUARD SCOTTSDALE FDS	92206C409	30,544	$2.4M	1.17%
18	ISHARES TR	464287226	21,953	$2.2M	1.05%
19	VANGUARD BD INDEX FDS	921937827	20,764	$1.6M	0.79%
20	DEERE & CO	DE	3,100	$1.5M	0.70%
21	VANGUARD CHARLOTTE FDS	92203J407	29,579	$1.4M	0.70%
22	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,695	$1.4M	0.69%
23	VANGUARD SCOTTSDALE FDS	92206C102	24,427	$1.4M	0.69%
24	SCHWAB STRATEGIC TR	808524508	52,059	$1.4M	0.66%
25	VANGUARD TAX-MANAGED FDS	921943858	25,147	$1.3M	0.62%
26	VANGUARD INDEX FDS	922908769	4,586	$1.3M	0.61%
27	DIMENSIONAL ETF TRUST	25434V708	31,269	$1.0M	0.50%
28	VANGUARD INTL EQUITY INDEX F	922042742	8,728	$1.0M	0.49%
29	SCHWAB STRATEGIC TR	808524870	29,851	$802,703	0.39%
30	SPDR SER TR	78464A763	5,686	$771,476	0.37%
31	ISHARES TR	46432F396	3,596	$726,910	0.35%
32	DIMENSIONAL ETF TRUST	25434V724	16,947	$698,386	0.34%
33	DIMENSIONAL ETF TRUST	25434V831	20,929	$693,587	0.34%
34	EXXON MOBIL CORP	XOM	5,798	$689,556	0.33%
35	VANGUARD SCOTTSDALE FDS	92206C714	7,855	$648,352	0.31%
36	VANGUARD WORLD FD	921910733	6,568	$643,336	0.31%
37	CATERPILLAR INC	CAT	1,787	$589,274	0.29%
38	VANGUARD SCOTTSDALE FDS	92206C680	6,307	$585,227	0.28%
39	DIMENSIONAL ETF TRUST	25434V799	20,068	$557,288	0.27%
40	ISHARES TR	46435U549	11,684	$554,756	0.27%
41	PACER FDS TR	69374H881	7,365	$403,287	0.20%
42	ISHARES TR	46434V449	9,803	$391,532	0.19%
43	DIMENSIONAL ETF TRUST	25434V765	14,238	$383,572	0.19%
44	PFIZER INC	PFE	14,738	$373,461	0.18%
45	DIMENSIONAL ETF TRUST	25434V807	9,482	$373,212	0.18%
46	JOHNSON & JOHNSON	JNJ	2,177	$361,034	0.17%
47	MICROSOFT CORP	MSFT	953	$357,762	0.17%
48	SPDR SER TR	78464A656	13,440	$354,547	0.17%
49	KIMBERLY-CLARK CORP	KMB	2,458	$349,577	0.17%
50	VANGUARD INDEX FDS	922908611	1,837	$342,249	0.17%
51	VANGUARD SCOTTSDALE FDS	92206C870	4,006	$327,531	0.16%
52	NVIDIA CORPORATION	NVDA	3,000	$325,140	0.16%
53	VANGUARD STAR FDS	921909768	4,949	$307,333	0.15%
54	VANGUARD INDEX FDS	922908512	1,797	$288,490	0.14%
55	BOEING CO	BA-PA	1,665	$283,966	0.14%
56	PEPSICO INC	PEP	1,871	$280,538	0.14%
57	ISHARES TR	464288448	8,961	$277,962	0.13%
58	VANGUARD ADMIRAL FDS INC	921932885	2,757	$272,116	0.13%
59	AMERICAN CENTY ETF TR	025072323	5,579	$270,024	0.13%
60	3M CO	MMM	1,750	$257,005	0.12%
61	VANGUARD WORLD FD	921910725	4,090	$241,228	0.12%
62	SPDR INDEX SHS FDS	78463X772	6,211	$238,254	0.12%
63	AMERICAN CENTY ETF TR	025072604	3,826	$230,210	0.11%
64	ABBVIE INC	ABBV	1,021	$213,920	0.10%
65	ISHARES TR	46434V407	4,899	$208,318	0.10%
66	PROCTER AND GAMBLE CO	742718109	1,181	$201,266	0.10%
67	ROYCE SMALL CAP TRUST INC	RVT	12,716	$181,076	0.09%