0001788241-20-000003.txt : 20200709 0001788241-20-000003.hdr.sgml : 20200709 20200709154907 ACCESSION NUMBER: 0001788241-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200709 DATE AS OF CHANGE: 20200709 EFFECTIVENESS DATE: 20200709 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Benchmark Wealth Management, LLC CENTRAL INDEX KEY: 0001788241 IRS NUMBER: 640963896 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19700 FILM NUMBER: 201020491 BUSINESS ADDRESS: STREET 1: 83 HALLS ROAD, SUITE 201 STREET 2: P.O. BOX 525 CITY: OLD LYME STATE: CT ZIP: 06371 BUSINESS PHONE: 860-434-6890 MAIL ADDRESS: STREET 1: 83 HALLS ROAD, SUITE 201 STREET 2: P.O. BOX 525 CITY: OLD LYME STATE: CT ZIP: 06371 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001788241 XXXXXXXX 06-30-2020 06-30-2020 Benchmark Wealth Management, LLC

83 HALLS ROAD, SUITE 201 P.O. BOX 525 OLD LYME CT 06371

13F HOLDINGS REPORT 028-19700 N Heather Moore 860-434-6890 Heather Moore Old Lyme CT 07-09-2020 0 46 117275 false INFORMATION TABLE 2 bwm2q2020file13f.xml AT&T INC COM 00206R102 240 7943 SH SOLE 0 0 7943 BOEING CO COM 097023105 324 1765 SH SOLE 0 0 1765 CATERPILLAR INC DEL COM 149123101 245 1940 SH SOLE 0 0 1940 DEERE & CO COM 244199105 487 3100 SH SOLE 0 0 3100 DOMINION ENERGY INC COM 25746U109 319 3924 SH SOLE 0 0 3924 EXXON MOBIL CORP COM 30231G102 237 5294 SH SOLE 0 0 5294 ISHARES TR MRNGSTR LG-CP ET 464287127 5177 29660 SH SOLE 0 0 29660 ISHARES TR SHRT NAT MUN ETF 464288158 250 2316 SH SOLE 0 0 2316 ISHARES TR MRGSTR MD CP ETF 464288208 4917 26665 SH SOLE 0 0 26665 ISHARES TR NATIONAL MUN ETF 464288414 694 6013 SH SOLE 0 0 6013 ISHARES TR PFD AND INCM SEC 464288687 222 6414 SH SOLE 0 0 6414 ISHARES TR ULTR SH TRM BD 46434V878 501 9900 SH SOLE 0 0 9900 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 699 13913 SH SOLE 0 0 13913 JOHNSON & JOHNSON COM 478160104 240 1709 SH SOLE 0 0 1709 KIMBERLY CLARK CORP COM 494368103 562 3973 SH SOLE 0 0 3973 NEW AMER HIGH INCOME FD INC COM NEW 641876800 86 11000 SH SOLE 0 0 11000 PEPSICO INC COM 713448108 247 1871 SH SOLE 0 0 1871 PFIZER INC COM 717081103 698 21349 SH SOLE 0 0 21349 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 25979 255474 SH SOLE 0 0 255474 PIMCO DYNAMIC INCOME FD SHS 72201Y101 501 20265 SH SOLE 0 0 20265 PROSHARES TR S&P 500 DV ARIST 74348A467 208 3095 SH SOLE 0 0 3095 ROYCE VALUE TR INC COM 780910105 241 19224 SH SOLE 0 0 19224 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 206 6211 SH SOLE 0 0 6211 SPDR SER TR PORTFLI TIPS ETF 78464A656 214 7088 SH SOLE 0 0 7088 SPDR SER TR S&P DIVID ETF 78464A763 613 6717 SH SOLE 0 0 6717 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1265 17212 SH SOLE 0 0 17212 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 793 15063 SH SOLE 0 0 15063 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3529 68200 SH SOLE 0 0 68200 3M CO COM 88579Y101 339 2171 SH SOLE 0 0 2171 UNITEDHEALTH GROUP INC COM 91324P102 236 799 SH SOLE 0 0 799 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5843 49861 SH SOLE 0 0 49861 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 301 2503 SH SOLE 0 0 2503 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 12164 137691 SH SOLE 0 0 137691 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 12433 157813 SH SOLE 0 0 157813 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 552 11001 SH SOLE 0 0 11001 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 242 5074 SH SOLE 0 0 5074 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3774 45654 SH SOLE 0 0 45654 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 251 2173 SH SOLE 0 0 2173 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 332 1681 SH SOLE 0 0 1681 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 275 2777 SH SOLE 0 0 2777 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 230 2418 SH SOLE 0 0 2418 VANGUARD INDEX FDS MID CAP ETF 922908629 656 4005 SH SOLE 0 0 4005 VANGUARD INDEX FDS GROWTH ETF 922908736 20767 102759 SH SOLE 0 0 102759 VANGUARD INDEX FDS VALUE ETF 922908744 3758 37732 SH SOLE 0 0 37732 VANGUARD INDEX FDS SMALL CP ETF 922908751 5425 37228 SH SOLE 0 0 37228 ZION OIL & GAS INC COM 989696109 3 10000 SH SOLE 0 0 10000