13F HOLDINGS REPORT
Benchmark Wealth Management, LLC
Quarter ended Q2 2025 · Filed July 18, 2025 · Accession 0001788241-25-000004
Total Value
$225.0M
Positions
70
Other Managers
0
Confidential Omitted
No
Holdings (70)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 76,195 | $33.4M | 14.84% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 348,745 | $25.7M | 11.41% |
| 3 | VANGUARD INDEX FDS | 922908363 | 45,171 | $25.7M | 11.40% |
| 4 | VANGUARD WHITEHALL FDS | 921946406 | 128,380 | $17.1M | 7.61% |
| 5 | VANGUARD INDEX FDS | 922908744 | 92,968 | $16.4M | 7.30% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042775 | 135,384 | $9.1M | 4.04% |
| 7 | VANGUARD INDEX FDS | 922908751 | 33,732 | $8.0M | 3.55% |
| 8 | VANGUARD SPECIALIZED FUNDS | 921908844 | 32,162 | $6.6M | 2.93% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9 | $6.6M | 2.91% |
| 10 | VANGUARD INDEX FDS | 922908629 | 21,052 | $5.9M | 2.62% |
| 11 | SCHWAB STRATEGIC TR | 808524797 | 221,409 | $5.9M | 2.61% |
| 12 | ISHARES TR | 464287127 | 64,536 | $5.5M | 2.46% |
| 13 | SCHWAB STRATEGIC TR | 808524102 | 197,131 | $4.7M | 2.09% |
| 14 | VANGUARD MUN BD FDS | 922907746 | 91,353 | $4.5M | 1.99% |
| 15 | ISHARES TR | 464288208 | 55,403 | $4.4M | 1.96% |
| 16 | ISHARES TR | 464287226 | 37,929 | $3.8M | 1.67% |
| 17 | PIMCO ETF TR | 72201R833 | 28,869 | $2.9M | 1.29% |
| 18 | VANGUARD TAX-MANAGED FDS | 921943858 | 45,464 | $2.6M | 1.15% |
| 19 | VANGUARD SCOTTSDALE FDS | 92206C409 | 30,761 | $2.4M | 1.09% |
| 20 | VANGUARD CHARLOTTE FDS | 92203J407 | 45,847 | $2.3M | 1.01% |
| 21 | VANGUARD BD INDEX FDS | 921937827 | 25,455 | $2.0M | 0.89% |
| 22 | DEERE & CO | DE | 3,100 | $1.6M | 0.70% |
| 23 | DIMENSIONAL ETF TRUST | 25434V708 | 41,244 | $1.5M | 0.66% |
| 24 | SCHWAB STRATEGIC TR | 808524508 | 52,059 | $1.5M | 0.65% |
| 25 | VANGUARD SCOTTSDALE FDS | 92206C102 | 24,840 | $1.5M | 0.65% |
| 26 | VANGUARD INDEX FDS | 922908769 | 4,486 | $1.4M | 0.61% |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,556 | $1.2M | 0.55% |
| 28 | VANGUARD INTL EQUITY INDEX F | 922042742 | 8,215 | $1.1M | 0.47% |
| 29 | ISHARES TR | 46432F396 | 4,362 | $1.0M | 0.47% |
| 30 | DIMENSIONAL ETF TRUST | 25434V831 | 27,372 | $973,363 | 0.43% |
| 31 | DIMENSIONAL ETF TRUST | 25434V724 | 22,530 | $952,547 | 0.42% |
| 32 | DIMENSIONAL ETF TRUST | 25434V799 | 29,558 | $918,955 | 0.41% |
| 33 | SPDR SERIES TRUST | 78464A763 | 5,636 | $764,974 | 0.34% |
| 34 | SCHWAB STRATEGIC TR | 808524870 | 28,539 | $761,433 | 0.34% |
| 35 | VANGUARD WORLD FD | 921910733 | 6,568 | $720,116 | 0.32% |
| 36 | VANGUARD SCOTTSDALE FDS | 92206C680 | 6,375 | $696,150 | 0.31% |
| 37 | CATERPILLAR INC | CAT | 1,788 | $693,930 | 0.31% |
| 38 | VANGUARD SCOTTSDALE FDS | 92206C714 | 7,805 | $665,064 | 0.30% |
| 39 | ISHARES TR | 46434V449 | 14,514 | $663,130 | 0.29% |
| 40 | EXXON MOBIL CORP | XOM | 5,798 | $625,024 | 0.28% |
| 41 | DIMENSIONAL ETF TRUST | 25434V765 | 20,652 | $609,040 | 0.27% |
| 42 | DIMENSIONAL ETF TRUST | 25434V807 | 13,720 | $587,617 | 0.26% |
| 43 | ISHARES TR | 46435U549 | 11,684 | $555,457 | 0.25% |
| 44 | ISHARES TR | 464288448 | 14,642 | $505,292 | 0.22% |
| 45 | MICROSOFT CORP | MSFT | 953 | $474,054 | 0.21% |
| 46 | NVIDIA CORPORATION | NVDA | 2,550 | $402,875 | 0.18% |
| 47 | AMERICAN CENTY ETF TR | 025072323 | 7,690 | $396,580 | 0.18% |
| 48 | J P MORGAN EXCHANGE TRADED F | 46654Q815 | 7,599 | $375,551 | 0.17% |
| 49 | PFIZER INC | PFE | 14,488 | $351,189 | 0.16% |
| 50 | SPDR SERIES TRUST | 78464A656 | 13,440 | $350,246 | 0.16% |
| 51 | VANGUARD INTL EQUITY INDEX F | 922042858 | 7,067 | $349,518 | 0.16% |
| 52 | BOEING CO | BA-PA | 1,665 | $348,867 | 0.16% |
| 53 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 6,800 | $346,256 | 0.15% |
| 54 | VANGUARD STAR FDS | 921909768 | 4,943 | $341,512 | 0.15% |
| 55 | VANGUARD INDEX FDS | 922908611 | 1,712 | $333,893 | 0.15% |
| 56 | JOHNSON & JOHNSON | JNJ | 2,177 | $332,537 | 0.15% |
| 57 | VANGUARD SCOTTSDALE FDS | 92206C870 | 4,006 | $332,178 | 0.15% |
| 58 | MORGAN STANLEY ETF TRUST | MS-PQ | 6,306 | $323,733 | 0.14% |
| 59 | AMERICAN CENTY ETF TR | 025072604 | 4,657 | $319,205 | 0.14% |
| 60 | KIMBERLY-CLARK CORP | KMB | 2,458 | $316,885 | 0.14% |
| 61 | VANGUARD ADMIRAL FDS INC | 921932885 | 2,841 | $298,248 | 0.13% |
| 62 | VANGUARD INDEX FDS | 922908512 | 1,797 | $295,535 | 0.13% |
| 63 | PACER FDS TR | 69374H881 | 5,208 | $286,947 | 0.13% |
| 64 | VANGUARD WORLD FD | 921910725 | 4,090 | $267,895 | 0.12% |
| 65 | 3M CO | MMM | 1,750 | $266,420 | 0.12% |
| 66 | SPDR INDEX SHS FDS | 78463X772 | 6,211 | $261,794 | 0.12% |
| 67 | ISHARES TR | 464288414 | 2,381 | $248,767 | 0.11% |
| 68 | PEPSICO INC | PEP | 1,871 | $247,047 | 0.11% |
| 69 | ISHARES TR | 464287606 | 2,398 | $218,170 | 0.10% |
| 70 | ROYCE SMALL CAP TRUST INC | RVT | 12,620 | $189,931 | 0.08% |