0001788241-21-000004.txt : 20210714
0001788241-21-000004.hdr.sgml : 20210714
20210714171531
ACCESSION NUMBER: 0001788241-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210714
DATE AS OF CHANGE: 20210714
EFFECTIVENESS DATE: 20210714
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: 211090895
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
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0001788241
XXXXXXXX
06-30-2021
06-30-2021
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
Operations Assistant
860-434-6890
Heather Moore
Old Lyme
CT
07-14-2021
0
47
145602
false
INFORMATION TABLE
2
xmlfilebwm2q2021.xml
BOEING CO
COM
097023105
399
1665
SH
SOLE
0
0
1665
CATERPILLAR INC
COM
149123101
386
1774
SH
SOLE
0
0
1774
DEERE & CO
COM
244199105
1093
3100
SH
SOLE
0
0
3100
DOMINION ENERGY INC
COM
25746U109
256
3474
SH
SOLE
0
0
3474
EXXON MOBIL CORP
COM
30231G102
335
5315
SH
SOLE
0
0
5315
ISHARES TR
MORNINGSTR US EQ
464287127
5664
93251
SH
SOLE
0
0
93251
ISHARES TR
S&P MC 400GR ETF
464287606
276
3406
SH
SOLE
0
0
3406
ISHARES TR
MRGSTR MD CP ETF
464288208
5946
88676
SH
SOLE
0
0
88676
ISHARES TR
NATIONAL MUN ETF
464288414
705
6013
SH
SOLE
0
0
6013
ISHARES TR
PFD AND INCM SEC
464288687
252
6414
SH
SOLE
0
0
6414
ISHARES U S ETF TR
GSCI CMDTY STGY
46431W853
975
28261
SH
SOLE
0
0
28261
JOHNSON & JOHNSON
COM
478160104
287
1744
SH
SOLE
0
0
1744
KIMBERLY-CLARK CORP
COM
494368103
356
2658
SH
SOLE
0
0
2658
MICROSOFT CORP
COM
594918104
413
1524
SH
SOLE
0
0
1524
PEPSICO INC
COM
713448108
286
1931
SH
SOLE
0
0
1931
PFIZER INC
COM
717081103
835
21326
SH
SOLE
0
0
21326
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
17645
173046
SH
SOLE
0
0
173046
ROYCE VALUE TR INC
COM
780910105
388
20436
SH
SOLE
0
0
20436
SPDR INDEX SHS FDS
S&P INTL ETF
78463X772
245
6211
SH
SOLE
0
0
6211
SPDR SER TR
PORTFLI TIPS ETF
78464A656
221
7088
SH
SOLE
0
0
7088
SPDR SER TR
S&P DIVID ETF
78464A763
786
6429
SH
SOLE
0
0
6429
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
1795
17212
SH
SOLE
0
0
17212
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
1179
15063
SH
SOLE
0
0
15063
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
5390
71279
SH
SOLE
0
0
71279
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
1673
26762
SH
SOLE
0
0
26762
3M CO
COM
88579Y101
372
1871
SH
SOLE
0
0
1871
UNITEDHEALTH GROUP INC
COM
91324P102
284
709
SH
SOLE
0
0
709
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
7484
48349
SH
SOLE
0
0
48349
VANGUARD STAR FDS
VG TL INTL STK F
921909768
302
4592
SH
SOLE
0
0
4592
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
405
2228
SH
SOLE
0
0
2228
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
19730
229717
SH
SOLE
0
0
229717
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
247
4797
SH
SOLE
0
0
4797
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
22774
217369
SH
SOLE
0
0
217369
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
598
11408
SH
SOLE
0
0
11408
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
216
2084
SH
SOLE
0
0
2084
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
341
5377
SH
SOLE
0
0
5377
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
235
3823
SH
SOLE
0
0
3823
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
4100
49572
SH
SOLE
0
0
49572
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
319
3449
SH
SOLE
0
0
3449
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
400
5734
SH
SOLE
0
0
5734
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
368
5287
SH
SOLE
0
0
5287
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
230
2418
SH
SOLE
0
0
2418
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
255
1812
SH
SOLE
0
0
1812
VANGUARD INDEX FDS
MID CAP ETF
922908629
689
2902
SH
SOLE
0
0
2902
VANGUARD INDEX FDS
GROWTH ETF
922908736
26443
92197
SH
SOLE
0
0
92197
VANGUARD INDEX FDS
VALUE ETF
922908744
4411
32088
SH
SOLE
0
0
32088
VANGUARD INDEX FDS
SMALL CP ETF
922908751
7613
33794
SH
SOLE
0
0
33794