0001788241-23-000001.txt : 20230207 0001788241-23-000001.hdr.sgml : 20230207 20230207131600 ACCESSION NUMBER: 0001788241-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230207 DATE AS OF CHANGE: 20230207 EFFECTIVENESS DATE: 20230207 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: 23593916 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 X0202 13F-HR LIVE false true false 0001788241 XXXXXXXX 12-31-2022 12-31-2022 Benchmark Wealth Management, LLC

83 HALLS ROAD, SUITE 201 P.O. BOX 525 OLD LYME CT 06371

13F HOLDINGS REPORT 028-19700 000160192 801-108489 N Heather Moore 860-434-6890 Heather Moore Old Lyme CT 02-07-2023 0 52 138914320 false INFORMATION TABLE 2 xmlfilebwm4q2022.xml 3M CO COM 88579Y101 224370 1871 SH SOLE 0 0 0 1871 BOEING CO COM 097023105 317166 1665 SH SOLE 0 0 0 1665 CATERPILLAR INC COM 149123101 426284 1779 SH SOLE 0 0 0 1779 DEERE & CO COM 244199105 1329156 3100 SH SOLE 0 0 0 3100 DOMINION ENERGY INC COM 25746U109 213026 3474 SH SOLE 0 0 0 3474 EXXON MOBIL CORP COM 30231G102 644814 5846 SH SOLE 0 0 0 5846 ISHARES TR CORE US AGGBD ET 464287226 683973 7052 SH SOLE 0 0 0 7052 ISHARES TR MORNINGSTR US EQ 464287127 4372443 83063 SH SOLE 0 0 0 83063 ISHARES TR MRGSTR MD CP ETF 464288208 4955738 84468 SH SOLE 0 0 0 84468 ISHARES TR SHRT NAT MUN ETF 464288158 408321 3916 SH SOLE 0 0 0 3916 ISHARES TR ESG AWR US AGRGT 46435U549 406591 8699 SH SOLE 0 0 0 8699 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 398233 7944 SH SOLE 0 0 0 7944 JOHNSON & JOHNSON COM 478160104 281580 1594 SH SOLE 0 0 0 1594 KIMBERLY-CLARK CORP COM 494368103 333674 2458 SH SOLE 0 0 0 2458 MICROSOFT CORP COM 594918104 342223 1427 SH SOLE 0 0 0 1427 PACER FDS TR US CASH COWS 100 69374H881 464877 10051 SH SOLE 0 0 0 10051 PEPSICO INC COM 713448108 348854 1931 SH SOLE 0 0 0 1931 PFIZER INC COM 717081103 1384448 27019 SH SOLE 0 0 0 27019 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 5154599 52251 SH SOLE 0 0 0 52251 ROYCE VALUE TR INC COM 780910105 209177 15775 SH SOLE 0 0 0 15775 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2067305 46135 SH SOLE 0 0 0 46135 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2003082 38677 SH SOLE 0 0 0 38677 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1078448 16437 SH SOLE 0 0 0 16437 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 6913033 91515 SH SOLE 0 0 0 91515 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 200740 6211 SH SOLE 0 0 0 6211 SPDR SER TR S&P DIVID ETF 78464A763 761419 6086 SH SOLE 0 0 0 6086 SPDR SER TR PORTFLI TIPS ETF 78464A656 312855 12145 SH SOLE 0 0 0 12145 UNITEDHEALTH GROUP INC COM 91324P102 259692 490 SH SOLE 0 0 0 490 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 376865 2304 SH SOLE 0 0 0 2304 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 15193942 211497 SH SOLE 0 0 0 211497 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 247489 1830 SH SOLE 0 0 0 1830 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1225474 3488 SH SOLE 0 0 0 3488 VANGUARD INDEX FDS TOTAL STK MKT 922908769 519126 2715 SH SOLE 0 0 0 2715 VANGUARD INDEX FDS VALUE ETF 922908744 4609176 32836 SH SOLE 0 0 0 32836 VANGUARD INDEX FDS MID CAP ETF 922908629 1410491 6921 SH SOLE 0 0 0 6921 VANGUARD INDEX FDS SM CP VAL ETF 922908611 255679 1610 SH SOLE 0 0 0 1610 VANGUARD INDEX FDS SMALL CP ETF 922908751 6899494 37591 SH SOLE 0 0 0 37591 VANGUARD INDEX FDS GROWTH ETF 922908736 23690931 111168 SH SOLE 0 0 0 111168 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 462071 5361 SH SOLE 0 0 0 5361 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 903623 18022 SH SOLE 0 0 0 18022 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 252654 5409 SH SOLE 0 0 0 5409 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3535129 71431 SH SOLE 0 0 0 71431 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2879251 38293 SH SOLE 0 0 0 38293 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 637639 11028 SH SOLE 0 0 0 11028 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 247351 3515 SH SOLE 0 0 0 3515 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 571815 10374 SH SOLE 0 0 0 10374 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 590831 8874 SH SOLE 0 0 0 8874 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7339214 48332 SH SOLE 0 0 0 48332 VANGUARD STAR FDS VG TL INTL STK F 921909768 237498 4592 SH SOLE 0 0 0 4592 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 29205256 269894 SH SOLE 0 0 0 269894 VANGUARD WORLD FD ESG US STK ETF 921910733 513906 7803 SH SOLE 0 0 0 7803 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 613294 12200 SH SOLE 0 0 0 12200