0001788241-22-000001.txt : 20220121 0001788241-22-000001.hdr.sgml : 20220121 20220121161908 ACCESSION NUMBER: 0001788241-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220121 DATE AS OF CHANGE: 20220121 EFFECTIVENESS DATE: 20220121 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: 22546154 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 12-31-2021 12-31-2021 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 01-21-2022 0 48 154755 false INFORMATION TABLE 2 xmlfilebwm4q2021.xml BOEING CO COM 097023105 335 1665 SH SOLE 0 0 1665 CATERPILLAR INC COM 149123101 367 1775 SH SOLE 0 0 1775 DEERE & CO COM 244199105 1063 3100 SH SOLE 0 0 3100 DOMINION ENERGY INC COM 25746U109 273 3474 SH SOLE 0 0 3474 EXXON MOBIL CORP COM 30231G102 325 5315 SH SOLE 0 0 5315 HOME DEPOT INC COM 437076102 218 525 SH SOLE 0 0 525 ISHARES TR MORNINGSTR US EQ 464287127 6016 90594 SH SOLE 0 0 90594 ISHARES TR S&P MC 400GR ETF 464287606 273 3206 SH SOLE 0 0 3206 ISHARES TR MRGSTR MD CP ETF 464288208 6364 89535 SH SOLE 0 0 89535 ISHARES TR NATIONAL MUN ETF 464288414 699 6013 SH SOLE 0 0 6013 JOHNSON & JOHNSON COM 478160104 276 1614 SH SOLE 0 0 1614 KIMBERLY-CLARK CORP COM 494368103 380 2658 SH SOLE 0 0 2658 MICROSOFT CORP COM 594918104 501 1491 SH SOLE 0 0 1491 PEPSICO INC COM 713448108 335 1931 SH SOLE 0 0 1931 PFIZER INC COM 717081103 1174 19875 SH SOLE 0 0 19875 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 15463 152255 SH SOLE 0 0 152255 PROCTER AND GAMBLE CO COM 742718109 204 1246 SH SOLE 0 0 1246 ROYCE VALUE TR INC COM 780910105 322 16452 SH SOLE 0 0 16452 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 241 6211 SH SOLE 0 0 6211 SPDR SER TR PORTFLI TIPS ETF 78464A656 383 12145 SH SOLE 0 0 12145 SPDR SER TR S&P DIVID ETF 78464A763 805 6235 SH SOLE 0 0 6235 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1996 17663 SH SOLE 0 0 17663 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1212 15063 SH SOLE 0 0 15063 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5470 67672 SH SOLE 0 0 67672 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1781 28321 SH SOLE 0 0 28321 3M CO COM 88579Y101 332 1871 SH SOLE 0 0 1871 UNITEDHEALTH GROUP INC COM 91324P102 295 588 SH SOLE 0 0 588 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7707 44875 SH SOLE 0 0 44875 VANGUARD STAR FDS VG TL INTL STK F 921909768 292 4592 SH SOLE 0 0 4592 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 403 2105 SH SOLE 0 0 2105 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 18477 218021 SH SOLE 0 0 218021 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 292 5722 SH SOLE 0 0 5722 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 27058 241352 SH SOLE 0 0 241352 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 720 14012 SH SOLE 0 0 14012 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1316 12247 SH SOLE 0 0 12247 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 569 9283 SH SOLE 0 0 9283 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 629 10339 SH SOLE 0 0 10339 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4305 52984 SH SOLE 0 0 52984 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 342 3804 SH SOLE 0 0 3804 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 598 7608 SH SOLE 0 0 7608 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 603 8173 SH SOLE 0 0 8173 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 224 2418 SH SOLE 0 0 2418 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 272 1812 SH SOLE 0 0 1812 VANGUARD INDEX FDS SM CP VAL ETF 922908611 218 1219 SH SOLE 0 0 1219 VANGUARD INDEX FDS MID CAP ETF 922908629 798 3131 SH SOLE 0 0 3131 VANGUARD INDEX FDS GROWTH ETF 922908736 30280 94360 SH SOLE 0 0 94360 VANGUARD INDEX FDS VALUE ETF 922908744 4765 32389 SH SOLE 0 0 32389 VANGUARD INDEX FDS SMALL CP ETF 922908751 7784 34440 SH SOLE 0 0 34440