0001788241-23-000003.txt : 20230417 0001788241-23-000003.hdr.sgml : 20230417 20230417160246 ACCESSION NUMBER: 0001788241-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230417 DATE AS OF CHANGE: 20230417 EFFECTIVENESS DATE: 20230417 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: 23823959 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 03-31-2023 03-31-2023 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 04-17-2023 0 51 156829209 false INFORMATION TABLE 2 xmlfilebwm1q2023.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 981282 3069 SH SOLE 0 0 0 3069 BOEING CO COM 097023105 335847 1665 SH SOLE 0 0 0 1665 CATERPILLAR INC COM 149123101 398222 1780 SH SOLE 0 0 0 1780 DEERE & CO COM 244199105 1202087 3100 SH SOLE 0 0 0 3100 DOMINION ENERGY INC COM 25746U109 201249 3474 SH SOLE 0 0 0 3474 EXXON MOBIL CORP COM 30231G102 678428 5846 SH SOLE 0 0 0 5846 ISHARES TR MORNINGSTR US EQ 464287127 4625436 81520 SH SOLE 0 0 0 81520 ISHARES TR MRGSTR MD CP ETF 464288208 4598450 76421 SH SOLE 0 0 0 76421 ISHARES TR CORE US AGGBD ET 464287226 700969 7052 SH SOLE 0 0 0 7052 ISHARES TR SHRT NAT MUN ETF 464288158 303971 2898 SH SOLE 0 0 0 2898 ISHARES TR ESG AWR US AGRGT 46435U549 687796 14353 SH SOLE 0 0 0 14353 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 204819 4076 SH SOLE 0 0 0 4076 JOHNSON & JOHNSON COM 478160104 264349 1594 SH SOLE 0 0 0 1594 KIMBERLY-CLARK CORP COM 494368103 337557 2458 SH SOLE 0 0 0 2458 MICROSOFT CORP COM 594918104 362253 1266 SH SOLE 0 0 0 1266 PACER FDS TR US CASH COWS 100 69374H881 481427 10053 SH SOLE 0 0 0 10053 PEPSICO INC COM 713448108 354358 1931 SH SOLE 0 0 0 1931 PFIZER INC COM 717081103 1193187 28968 SH SOLE 0 0 0 28968 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3899328 39332 SH SOLE 0 0 0 39332 ROYCE VALUE TR INC COM 780910105 207148 15575 SH SOLE 0 0 0 15575 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2218664 46136 SH SOLE 0 0 0 46136 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2378650 44519 SH SOLE 0 0 0 44519 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 6832133 92853 SH SOLE 0 0 0 92853 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1106239 16437 SH SOLE 0 0 0 16437 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 218317 6211 SH SOLE 0 0 0 6211 SPDR SER TR S&P DIVID ETF 78464A763 750160 6086 SH SOLE 0 0 0 6086 SPDR SER TR PORTFLI TIPS ETF 78464A656 296703 11243 SH SOLE 0 0 0 11243 UNITEDHEALTH GROUP INC COM 91324P102 228359 446 SH SOLE 0 0 0 446 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 253482 3018 SH SOLE 0 0 0 3018 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 18501434 251105 SH SOLE 0 0 0 251105 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 245000 1830 SH SOLE 0 0 0 1830 VANGUARD INDEX FDS TOTAL STK MKT 922908769 578736 2822 SH SOLE 0 0 0 2822 VANGUARD INDEX FDS VALUE ETF 922908744 4486405 31950 SH SOLE 0 0 0 31950 VANGUARD INDEX FDS MID CAP ETF 922908629 2887221 13758 SH SOLE 0 0 0 13758 VANGUARD INDEX FDS SM CP VAL ETF 922908611 252758 1610 SH SOLE 0 0 0 1610 VANGUARD INDEX FDS SMALL CP ETF 922908751 6786127 36127 SH SOLE 0 0 0 36127 VANGUARD INDEX FDS GROWTH ETF 922908736 25744894 103443 SH SOLE 0 0 0 103443 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10852758 28636 SH SOLE 0 0 0 28636 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 4033062 73974 SH SOLE 0 0 0 73974 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 526427 5654 SH SOLE 0 0 0 5654 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 258226 5409 SH SOLE 0 0 0 5409 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4501803 88618 SH SOLE 0 0 0 88618 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 717844 11427 SH SOLE 0 0 0 11427 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 659948 9751 SH SOLE 0 0 0 9751 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3226671 42317 SH SOLE 0 0 0 42317 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 644145 11028 SH SOLE 0 0 0 11028 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7514493 48210 SH SOLE 0 0 0 48210 VANGUARD STAR FDS VG TL INTL STK F 921909768 258621 4592 SH SOLE 0 0 0 4592 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 26603540 248469 SH SOLE 0 0 0 248469 VANGUARD WORLD FD ESG US STK ETF 921910733 926159 12883 SH SOLE 0 0 0 12883 VANGUARD WORLD FD ESG INTL STK ETF 921910725 322067 6038 SH SOLE 0 0 0 6038