0001788241-22-000005.txt : 20221013 0001788241-22-000005.hdr.sgml : 20221013 20221013100913 ACCESSION NUMBER: 0001788241-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221013 DATE AS OF CHANGE: 20221013 EFFECTIVENESS DATE: 20221013 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: 221308326 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 09-30-2022 09-30-2022 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 10-13-2022 0 49 127544 false INFORMATION TABLE 2 xmlfilebwm3q2022.xml BOEING CO COM 097023105 202 1665 SH SOLE 0 0 1665 CATERPILLAR INC COM 149123101 292 1779 SH SOLE 0 0 1779 DEERE & CO COM 244199105 1035 3100 SH SOLE 0 0 3100 DOMINION ENERGY INC COM 25746U109 240 3474 SH SOLE 0 0 3474 EXXON MOBIL CORP COM 30231G102 510 5846 SH SOLE 0 0 5846 INVESCO QQQ TR UNIT SER 1 46090E103 403 1508 SH SOLE 0 0 1508 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 387 9750 SH SOLE 0 0 9750 ISHARES TR MORNINGSTR US EQ 464287127 4122 83456 SH SOLE 0 0 83456 ISHARES TR CORE US AGGBD ET 464287226 292 3026 SH SOLE 0 0 3026 ISHARES TR SHRT NAT MUN ETF 464288158 402 3916 SH SOLE 0 0 3916 ISHARES TR MRGSTR MD CP ETF 464288208 4599 85359 SH SOLE 0 0 85359 ISHARES TR NATIONAL MUN ETF 464288414 570 5558 SH SOLE 0 0 5558 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 442 8813 SH SOLE 0 0 8813 JOHNSON & JOHNSON COM 478160104 260 1594 SH SOLE 0 0 1594 KIMBERLY-CLARK CORP COM 494368103 277 2458 SH SOLE 0 0 2458 MICROSOFT CORP COM 594918104 356 1527 SH SOLE 0 0 1527 PEPSICO INC COM 713448108 315 1931 SH SOLE 0 0 1931 PFIZER INC COM 717081103 1310 29934 SH SOLE 0 0 29934 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 9079 91835 SH SOLE 0 0 91835 ROYCE VALUE TR INC COM 780910105 198 15775 SH SOLE 0 0 15775 SPDR SER TR PORTFLI TIPS ETF 78464A656 308 12145 SH SOLE 0 0 12145 SPDR SER TR S&P DIVID ETF 78464A763 595 5336 SH SOLE 0 0 5336 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1515 36090 SH SOLE 0 0 36090 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 995 16437 SH SOLE 0 0 16437 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4715 70973 SH SOLE 0 0 70973 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1920 37071 SH SOLE 0 0 37071 3M CO COM 88579Y101 207 1871 SH SOLE 0 0 1871 UNITEDHEALTH GROUP INC COM 91324P102 247 489 SH SOLE 0 0 489 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6220 46016 SH SOLE 0 0 46016 VANGUARD STAR FDS VG TL INTL STK F 921909768 210 4592 SH SOLE 0 0 4592 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 355 2391 SH SOLE 0 0 2391 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 15399 215889 SH SOLE 0 0 215889 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 24877 262199 SH SOLE 0 0 262199 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 296 6152 SH SOLE 0 0 6152 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 476 6033 SH SOLE 0 0 6033 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 772 17413 SH SOLE 0 0 17413 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 637 11028 SH SOLE 0 0 11028 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3495 47057 SH SOLE 0 0 47057 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 233 3503 SH SOLE 0 0 3503 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 534 9858 SH SOLE 0 0 9858 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 550 9214 SH SOLE 0 0 9214 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1667 34631 SH SOLE 0 0 34631 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 223 1830 SH SOLE 0 0 1830 VANGUARD INDEX FDS SM CP VAL ETF 922908611 242 1691 SH SOLE 0 0 1691 VANGUARD INDEX FDS MID CAP ETF 922908629 1270 6758 SH SOLE 0 0 6758 VANGUARD INDEX FDS GROWTH ETF 922908736 22907 107069 SH SOLE 0 0 107069 VANGUARD INDEX FDS VALUE ETF 922908744 3987 32285 SH SOLE 0 0 32285 VANGUARD INDEX FDS SMALL CP ETF 922908751 6485 37946 SH SOLE 0 0 37946 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 916 18211 SH SOLE 0 0 18211