0001788241-20-000004.txt : 20201105 0001788241-20-000004.hdr.sgml : 20201105 20201105153506 ACCESSION NUMBER: 0001788241-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201105 DATE AS OF CHANGE: 20201105 EFFECTIVENESS DATE: 20201105 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: 201290180 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 09-30-2020 09-30-2020 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 11-05-2020 0 48 126714 false INFORMATION TABLE 2 bwm13fxmlinfo.xml AT&T INC COM 00206R102 226 7943 SH SOLE 0 0 7943 BOEING CO COM 097023105 292 1765 SH SOLE 0 0 1765 CATERPILLAR INC DEL COM 149123101 290 1942 SH SOLE 0 0 1942 DEERE & CO COM 244199105 687 3100 SH SOLE 0 0 3100 DOMINION ENERGY INC COM 25746U109 310 3924 SH SOLE 0 0 3924 ISHARES TR MRNGSTR LG-CP ET 464287127 5444 27919 SH SOLE 0 0 27919 ISHARES TR S&P MC 400GR ETF 464287606 202 844 SH SOLE 0 0 844 ISHARES TR U.S. CNSM GD ETF 464287812 224 1500 SH SOLE 0 0 1500 ISHARES TR SHRT NAT MUN ETF 464288158 250 2316 SH SOLE 0 0 2316 ISHARES TR MRGSTR MD CP ETF 464288208 4958 24750 SH SOLE 0 0 24750 ISHARES TR NATIONAL MUN ETF 464288414 697 6013 SH SOLE 0 0 6013 ISHARES TR PFD AND INCM SEC 464288687 234 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 701 13913 SH SOLE 0 0 13913 JOHNSON & JOHNSON COM 478160104 254 1709 SH SOLE 0 0 1709 KIMBERLY CLARK CORP COM 494368103 587 3973 SH SOLE 0 0 3973 MICROSOFT CORP COM 594918104 412 1958 SH SOLE 0 0 1958 NEW AMER HIGH INCOME FD INC COM NEW 641876800 90 11000 SH SOLE 0 0 11000 PEPSICO INC COM 713448108 259 1871 SH SOLE 0 0 1871 PFIZER INC COM 717081103 784 21348 SH SOLE 0 0 21348 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 29591 290217 SH SOLE 0 0 290217 PIMCO DYNAMIC INCOME FD SHS 72201Y101 514 20265 SH SOLE 0 0 20265 PROSHARES TR S&P 500 DV ARIST 74348A467 223 3095 SH SOLE 0 0 3095 ROYCE VALUE TR INC COM 780910105 243 19224 SH SOLE 0 0 19224 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 209 6211 SH SOLE 0 0 6211 SPDR SER TR PORTFLI TIPS ETF 78464A656 244 7895 SH SOLE 0 0 7895 SPDR SER TR S&P DIVID ETF 78464A763 621 6717 SH SOLE 0 0 6717 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1371 17212 SH SOLE 0 0 17212 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 836 15063 SH SOLE 0 0 15063 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3794 68602 SH SOLE 0 0 68602 3M CO COM 88579Y101 348 2171 SH SOLE 0 0 2171 UNITEDHEALTH GROUP INC COM 91324P102 250 800 SH SOLE 0 0 800 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6105 47447 SH SOLE 0 0 47447 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 294 2339 SH SOLE 0 0 2339 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 13708 155383 SH SOLE 0 0 155383 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 14091 174114 SH SOLE 0 0 174114 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 542 10619 SH SOLE 0 0 10619 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 239 4742 SH SOLE 0 0 4742 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3653 44087 SH SOLE 0 0 44087 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 245 2027 SH SOLE 0 0 2027 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 341 1529 SH SOLE 0 0 1529 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 272 2625 SH SOLE 0 0 2625 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 232 2418 SH SOLE 0 0 2418 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 212 2095 SH SOLE 0 0 2095 VANGUARD INDEX FDS MID CAP ETF 922908629 683 3873 SH SOLE 0 0 3873 VANGUARD INDEX FDS GROWTH ETF 922908736 21510 94503 SH SOLE 0 0 94503 VANGUARD INDEX FDS VALUE ETF 922908744 3580 34256 SH SOLE 0 0 34256 VANGUARD INDEX FDS SMALL CP ETF 922908751 5361 34854 SH SOLE 0 0 34854