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 LIVE false true false 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 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