0001788241-22-000004.txt : 20220711 0001788241-22-000004.hdr.sgml : 20220711 20220711161749 ACCESSION NUMBER: 0001788241-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220711 DATE AS OF CHANGE: 20220711 EFFECTIVENESS DATE: 20220711 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: 221077133 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 06-30-2022 06-30-2022 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 07-11-2022 0 48 135897 false INFORMATION TABLE 2 xmlfilebwm2q2022.xml BOEING CO COM 097023105 228 1665 SH SOLE 0 0 1665 CATERPILLAR INC COM 149123101 318 1777 SH SOLE 0 0 1777 DEERE & CO COM 244199105 928 3100 SH SOLE 0 0 3100 DOMINION ENERGY INC COM 25746U109 277 3474 SH SOLE 0 0 3474 EXXON MOBIL CORP COM 30231G102 501 5846 SH SOLE 0 0 5846 ISHARES TR MORNINGSTR US EQ 464287127 4692 90306 SH SOLE 0 0 90306 ISHARES TR SHRT NAT MUN ETF 464288158 410 3916 SH SOLE 0 0 3916 ISHARES TR MRGSTR MD CP ETF 464288208 5367 95244 SH SOLE 0 0 95244 ISHARES TR NATIONAL MUN ETF 464288414 688 6473 SH SOLE 0 0 6473 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 221 5400 SH SOLE 0 0 5400 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 521 10405 SH SOLE 0 0 10405 JOHNSON & JOHNSON COM 478160104 283 1594 SH SOLE 0 0 1594 KIMBERLY-CLARK CORP COM 494368103 359 2658 SH SOLE 0 0 2658 MICROSOFT CORP COM 594918104 392 1527 SH SOLE 0 0 1527 PEPSICO INC COM 713448108 322 1931 SH SOLE 0 0 1931 PFIZER INC COM 717081103 1596 30435 SH SOLE 0 0 30435 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 13122 132400 SH SOLE 0 0 132400 ROYCE VALUE TR INC COM 780910105 229 16375 SH SOLE 0 0 16375 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 213 6211 SH SOLE 0 0 6211 SPDR SER TR PORTFLI TIPS ETF 78464A656 334 12145 SH SOLE 0 0 12145 SPDR SER TR S&P DIVID ETF 78464A763 633 5336 SH SOLE 0 0 5336 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1595 36090 SH SOLE 0 0 36090 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 945 15063 SH SOLE 0 0 15063 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4947 69070 SH SOLE 0 0 69070 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2010 36025 SH SOLE 0 0 36025 3M CO COM 88579Y101 242 1871 SH SOLE 0 0 1871 UNITEDHEALTH GROUP INC COM 91324P102 303 589 SH SOLE 0 0 589 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6625 46176 SH SOLE 0 0 46176 VANGUARD STAR FDS VG TL INTL STK F 921909768 237 4592 SH SOLE 0 0 4592 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 321 2093 SH SOLE 0 0 2093 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 17173 228187 SH SOLE 0 0 228187 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 233 5722 SH SOLE 0 0 5722 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 26100 256633 SH SOLE 0 0 256633 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 308 6152 SH SOLE 0 0 6152 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 530 6213 SH SOLE 0 0 6213 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 529 10586 SH SOLE 0 0 10586 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 609 10339 SH SOLE 0 0 10339 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3909 51256 SH SOLE 0 0 51256 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 534 9484 SH SOLE 0 0 9484 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 557 8766 SH SOLE 0 0 8766 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 776 15545 SH SOLE 0 0 15545 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 235 1812 SH SOLE 0 0 1812 VANGUARD INDEX FDS SM CP VAL ETF 922908611 253 1691 SH SOLE 0 0 1691 VANGUARD INDEX FDS MID CAP ETF 922908629 675 3426 SH SOLE 0 0 3426 VANGUARD INDEX FDS GROWTH ETF 922908736 22949 102961 SH SOLE 0 0 102961 VANGUARD INDEX FDS VALUE ETF 922908744 4254 32253 SH SOLE 0 0 32253 VANGUARD INDEX FDS SMALL CP ETF 922908751 6468 36728 SH SOLE 0 0 36728 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 946 18799 SH SOLE 0 0 18799