0001788241-21-000001.txt : 20210112 0001788241-21-000001.hdr.sgml : 20210112 20210112142958 ACCESSION NUMBER: 0001788241-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210112 DATE AS OF CHANGE: 20210112 EFFECTIVENESS DATE: 20210112 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: 21523264 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 12-31-2020 12-31-2020 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 01-12-2021 0 46 131837 false INFORMATION TABLE 2 xmlfilebwm4q2020.xml BOEING CO COM 097023105 356 1665 SH SOLE 0 0 1665 CATERPILLAR INC COM 149123101 323 1772 SH SOLE 0 0 1772 DEERE & CO COM 244199105 834 3100 SH SOLE 0 0 3100 DOMINION ENERGY INC COM 25746U109 261 3474 SH SOLE 0 0 3474 EXXON MOBIL CORP COM 30231G102 219 5315 SH SOLE 0 0 5315 ISHARES TR MRNGSTR LG-CP ET 464287127 5983 275945 SH SOLE 0 0 27595 ISHARES TR S&P MC 400GR ETF 464287606 246 3406 SH SOLE 0 0 3406 ISHARES TR SHRT NAT MUN ETF 464288158 250 2316 SH SOLE 0 0 2316 ISHARES TR MRGSTR MD CP ETF 464288208 5789 24720 SH SOLE 0 0 24720 ISHARES TR NATIONAL MUN ETF 464288414 705 6013 SH SOLE 0 0 6013 ISHARES TR PFD AND INCM SEC 464288687 247 6414 SH SOLE 0 0 6414 ISHARES TR BLACKROCK ULTRA 46434V878 500 9900 SH SOLE 0 0 9900 JANUS DETROIT STR TR HENDRSN SHRT ETF 47103U886 682 13513 SH SOLE 0 0 13513 JOHNSON & JOHNSON COM 478160104 269 1709 SH SOLE 0 0 1709 KIMBERLY-CLARK CORP COM 494368103 419 3108 SH SOLE 0 0 3108 MICROSOFT CORP COM 594918104 366 1644 SH SOLE 0 0 1644 PEPSICO INC COM 713448108 277 1871 SH SOLE 0 0 1871 PFIZER INC COM 717081103 786 21349 SH SOLE 0 0 21349 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 21212 207879 SH SOLE 0 0 207879 PIMCO DYNAMIC INCOME FD SHS 72201Y101 448 16941 SH SOLE 0 0 16941 ROYCE VALUE TR INC COM 780910105 310 19224 SH SOLE 0 0 19224 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 227 6211 SH SOLE 0 0 6211 SPDR SER TR PORTFLI TIPS ETF 78464A656 246 7895 SH SOLE 0 0 7895 SPDR SER TR S&P DIVID ETF 78464A763 712 6717 SH SOLE 0 0 6717 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1566 17212 SH SOLE 0 0 17212 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1027 15063 SH SOLE 0 0 15063 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4432 69103 SH SOLE 0 0 69103 3M CO COM 88579Y101 327 1871 SH SOLE 0 0 1871 UNITEDHEALTH GROUP INC COM 91324P102 243 693 SH SOLE 0 0 693 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6734 47704 SH SOLE 0 0 47704 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 361 2320 SH SOLE 0 0 2320 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 16615 188399 SH SOLE 0 0 188399 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 226 4797 SH SOLE 0 0 4797 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 18083 197603 SH SOLE 0 0 197603 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 537 10515 SH SOLE 0 0 10515 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 277 4742 SH SOLE 0 0 4742 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3605 43303 SH SOLE 0 0 43303 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 315 1988 SH SOLE 0 0 1988 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 368 1486 SH SOLE 0 0 1486 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 311 2598 SH SOLE 0 0 2598 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 235 2418 SH SOLE 0 0 2418 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 216 1812 SH SOLE 0 0 1812 VANGUARD INDEX FDS MID CAP ETF 922908629 812 3928 SH SOLE 0 0 3928 VANGUARD INDEX FDS GROWTH ETF 922908736 23335 92109 SH SOLE 0 0 92109 VANGUARD INDEX FDS VALUE ETF 922908744 3890 32698 SH SOLE 0 0 32698 VANGUARD INDEX FDS SMALL CP ETF 922908751 6655 34186 SH SOLE 0 0 34186