Benchmark Wealth Management, LLC

OLD LYME, CT · CIK 1788241 · 13F filing filed 2025-07-18

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyOld Lyme, CT

$225.0m reported value +8.9% vs Q1 2025

70positions

68.6%in top 10

6 new 26 added 21 reduced 3 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	76,195	$33.4m14.84%	14.84%	Reduced -4.1k	-4,072 -5.1%
2	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	348,745	$25.7m11.41%	11.41%	Added +1.2k	+1,210 0.3%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	45,171	$25.7m11.40%	11.40%	Added +5.0k	+5,048 12.6%
4	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	128,380	$17.1m7.61%	7.61%	Reduced -3.7k	-3,719 -2.8%
5	VANGUARD INDEX FDS VALUE ETF VTV	VTV	92,968	$16.4m7.30%	7.30%	Reduced -2.7k	-2,662 -2.8%
6	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	135,384	$9.1m4.04%	4.04%	Reduced -248	-248 -0.2%
7	VANGUARD INDEX FDS SMALL CP ETF VB	VB	33,732	$8.0m3.55%	3.55%	Reduced -1.1k	-1,055 -3.0%
8	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	32,162	$6.6m2.93%	2.93%	Added +191	+191 0.6%
9	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	9	$6.6m2.91%	2.91%	Unchanged
10	VANGUARD INDEX FDS MID CAP ETF VO	VO	21,052	$5.9m2.62%	2.62%	Added +406	+406 2.0%
11	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	221,409	$5.9m2.61%	2.61%	Reduced -5.7k	-5,653 -2.5%
12	ISHARES TR MORNINGSTR US EQ MLRG	MLRG	64,536	$5.5m2.46%	2.46%	Added +44	+44 0.1%
13	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	197,131	$4.7m2.09%	2.09%	Reduced -43	-43 -0.0%
14	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	91,353	$4.5m1.99%	1.99%	Reduced -6.0k	-6,037 -6.2%
15	ISHARES TR MRGSTR MD CP ETF IMCB	IMCB	55,403	$4.4m1.96%	1.96%	Added +24	+24 0.0%
16	ISHARES TR CORE US AGGBD ET AGG	AGG	37,929	$3.8m1.67%	1.67%	Added +16.0k	+15,976 72.8%
17	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	28,869	$2.9m1.29%	1.29%	Reduced -11.7k	-11,725 -28.9%
18	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	45,464	$2.6m1.15%	1.15%	Added +20.3k	+20,317 80.8%
19	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	30,761	$2.4m1.09%	1.09%	Added +217	+217 0.7%
20	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	45,847	$2.3m1.01%	1.01%	Added +16.3k	+16,268 55.0%
21	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	25,455	$2.0m0.89%	0.89%	Added +4.7k	+4,691 22.6%
22	DEERE & CO COM DE	DE	3,100	$1.6m0.70%	0.70%	Unchanged
23	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	41,244	$1.5m0.66%	0.66%	Added +10.0k	+9,975 31.9%
24	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	52,059	$1.5m0.65%	0.65%	Unchanged
25	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	24,840	$1.5m0.65%	0.65%	Added +413	+413 1.7%
26	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,486	$1.4m0.61%	0.61%	Reduced -100	-100 -2.2%
27	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,556	$1.2m0.55%	0.55%	Reduced -139	-139 -5.2%
28	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	8,215	$1.1m0.47%	0.47%	Reduced -513	-513 -5.9%
29	ISHARES TR MSCI USA MMENTM MTUM	MTUM	4,362	$1.0m0.47%	0.47%	Added +766	+766 21.3%
30	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		27,372	$973.4k0.43%	0.43%	Added +6.4k	+6,443 30.8%
31	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	22,530	$952.5k0.42%	0.42%	Added +5.6k	+5,583 32.9%
32	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	29,558	$919.0k0.41%	0.41%	Added +9.5k	+9,490 47.3%
33	SPDR SER TR S&P DIVID ETF SDY	SDY	5,636	$765.0k0.34%	0.34%	Reduced -50	-50 -0.9%
34	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	28,539	$761.4k0.34%	0.34%	Reduced -1.3k	-1,312 -4.4%
35	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	6,568	$720.1k0.32%	0.32%	Unchanged
36	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	6,375	$696.1k0.31%	0.31%	Added +68	+68 1.1%
37	CATERPILLAR INC COM CAT	CAT	1,788	$693.9k0.31%	0.31%	Added +1	+1 0.1%
38	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	7,805	$665.1k0.30%	0.30%	Reduced -50	-50 -0.6%
39	ISHARES TR MSCI INTL MOMENT IMTM	IMTM	14,514	$663.1k0.29%	0.29%	Added +4.7k	+4,711 48.1%
40	EXXON MOBIL CORP COM XOM	XOM	5,798	$625.0k0.28%	0.28%	Unchanged
41	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	20,652	$609.0k0.27%	0.27%	Added +6.4k	+6,414 45.0%
42	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	13,720	$587.6k0.26%	0.26%	Added +4.2k	+4,238 44.7%
43	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	11,684	$555.5k0.25%	0.25%	Unchanged
44	ISHARES TR INTL SEL DIV ETF IDV	IDV	14,642	$505.3k0.22%	0.22%	Added +5.7k	+5,681 63.4%
45	MICROSOFT CORP COM MSFT	MSFT	953	$474.1k0.21%	0.21%	Unchanged
46	NVIDIA CORPORATION COM NVDA	NVDA	2,550	$402.9k0.18%	0.18%	Reduced -450	-450 -15.0%
47	AMERICAN CENTY ETF TR AVANTIS US SMALL AVSC	AVSC	7,690	$396.6k0.18%	0.18%	Added +2.1k	+2,111 37.8%
48	J P MORGAN EXCHANGE TRADED F SUSTAINABLE MUNI JMSI	JMSI	7,599	$375.6k0.17%	0.17%	New
49	PFIZER INC COM PFE	PFE	14,488	$351.2k0.16%	0.16%	Reduced -250	-250 -1.7%
50	SPDR SER TR PORTFLI TIPS ETF SPIP	SPIP	13,440	$350.2k0.16%	0.16%	Unchanged
51	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	7,067	$349.5k0.16%	0.16%	New
52	BOEING CO COM BA	BA	1,665	$348.9k0.16%	0.16%	Unchanged
53	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	6,800	$346.3k0.15%	0.15%	New
54	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	4,943	$341.5k0.15%	0.15%	Reduced -6	-6 -0.1%
55	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	1,712	$333.9k0.15%	0.15%	Reduced -125	-125 -6.8%
56	JOHNSON & JOHNSON COM JNJ	JNJ	2,177	$332.5k0.15%	0.15%	Unchanged
57	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	4,006	$332.2k0.15%	0.15%	Unchanged
58	MORGAN STANLEY ETF TRUST EATON VANCE INTE EVIM	EVIM	6,306	$323.7k0.14%	0.14%	New
59	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	4,657	$319.2k0.14%	0.14%	Added +831	+831 21.7%
60	KIMBERLY-CLARK CORP COM KMB	KMB	2,458	$316.9k0.14%	0.14%	Unchanged
61	VANGUARD ADMIRAL FDS INC MIDCP 400 IDX IVOO	IVOO	2,841	$298.2k0.13%	0.13%	Added +84	+84 3.0%
62	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	1,797	$295.5k0.13%	0.13%	Unchanged
63	PACER FDS TR US CASH COWS 100 COWZ	COWZ	5,208	$286.9k0.13%	0.13%	Reduced -2.2k	-2,157 -29.3%
64	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	4,090	$267.9k0.12%	0.12%	Unchanged
65	3M CO COM MMM	MMM	1,750	$266.4k0.12%	0.12%	Unchanged
66	SPDR INDEX SHS FDS S&P INTL ETF DWX	DWX	6,211	$261.8k0.12%	0.12%	Unchanged
67	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,381	$248.8k0.11%	0.11%	New
68	PEPSICO INC COM PEP	PEP	1,871	$247.0k0.11%	0.11%	Unchanged
69	ISHARES TR S&P MC 400GR ETF IJK	IJK	2,398	$218.2k0.10%	0.10%	New
70	ROYCE SMALL CAP TRUST INC COM RVT	RVT	12,620	$189.9k0.08%	0.08%	Reduced -96	-96 -0.8%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
ABBVIE INC ABBV	ABBV	1,021	$213.9k1.0k shares
ISHARES TR SHYG	SHYG	4,899	$208.3k4.9k shares
PROCTER AND GAMBLE CO PG	PG	1,181	$201.3k1.2k shares