0001788241-23-000004.txt : 20230719 0001788241-23-000004.hdr.sgml : 20230719 20230719133324 ACCESSION NUMBER: 0001788241-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230719 DATE AS OF CHANGE: 20230719 EFFECTIVENESS DATE: 20230719 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: 231096271 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 06-30-2023 06-30-2023 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 07-19-2023 0 48 165737343 false INFORMATION TABLE 2 xmlfilebwm2q2023.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1043119 3059 SH SOLE 0 0 0 3059 BOEING CO COM 097023105 351581 1665 SH SOLE 0 0 0 1665 CATERPILLAR INC COM 149123101 438298 1781 SH SOLE 0 0 0 1781 DEERE & CO COM 244199105 1256089 3100 SH SOLE 0 0 0 3100 EXXON MOBIL CORP COM 30231G102 626984 5846 SH SOLE 0 0 0 5846 ISHARES TR CORE US AGGBD ET 464287226 690743 7052 SH SOLE 0 0 0 7052 ISHARES TR MORNINGSTR US EQ 464287127 4871243 79752 SH SOLE 0 0 0 79752 ISHARES TR MRGSTR MD CP ETF 464288208 4804597 75914 SH SOLE 0 0 0 75914 ISHARES TR SHRT NAT MUN ETF 464288158 301508 2898 SH SOLE 0 0 0 2898 ISHARES TR ESG AWR US AGRGT 46435U549 433539 9191 SH SOLE 0 0 0 9191 JOHNSON & JOHNSON COM 478160104 263839 1594 SH SOLE 0 0 0 1594 KIMBERLY-CLARK CORP COM 494368103 339351 2458 SH SOLE 0 0 0 2458 MICROSOFT CORP COM 594918104 420226 1234 SH SOLE 0 0 0 1234 PACER FDS TR US CASH COWS 100 69374H881 481285 10054 SH SOLE 0 0 0 10054 PEPSICO INC COM 713448108 357660 1931 SH SOLE 0 0 0 1931 PFIZER INC COM 717081103 992703 27064 SH SOLE 0 0 0 27064 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 4056071 40658 SH SOLE 0 0 0 40658 ROYCE VALUE TR INC COM 780910105 223063 16164 SH SOLE 0 0 0 16164 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2385252 46136 SH SOLE 0 0 0 46136 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2091800 39897 SH SOLE 0 0 0 39897 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1167566 16438 SH SOLE 0 0 0 16438 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 6368421 87695 SH SOLE 0 0 0 87695 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 213596 6211 SH SOLE 0 0 0 6211 SPDR SER TR PORTFLI TIPS ETF 78464A656 297573 11516 SH SOLE 0 0 0 11516 SPDR SER TR S&P DIVID ETF 78464A763 746022 6086 SH SOLE 0 0 0 6086 UNITEDHEALTH GROUP INC COM 91324P102 214670 447 SH SOLE 0 0 0 447 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 289132 3265 SH SOLE 0 0 0 3265 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 19258182 264936 SH SOLE 0 0 0 264936 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 253235 1830 SH SOLE 0 0 0 1830 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11780981 28926 SH SOLE 0 0 0 28926 VANGUARD INDEX FDS TOTAL STK MKT 922908769 621630 2822 SH SOLE 0 0 0 2822 VANGUARD INDEX FDS VALUE ETF 922908744 4532124 31894 SH SOLE 0 0 0 31894 VANGUARD INDEX FDS MID CAP ETF 922908629 3278639 14892 SH SOLE 0 0 0 14892 VANGUARD INDEX FDS SM CP VAL ETF 922908611 266324 1610 SH SOLE 0 0 0 1610 VANGUARD INDEX FDS SMALL CP ETF 922908751 7501547 37717 SH SOLE 0 0 0 37717 VANGUARD INDEX FDS GROWTH ETF 922908736 31119238 109978 SH SOLE 0 0 0 109978 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 619981 6393 SH SOLE 0 0 0 6393 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5140539 94478 SH SOLE 0 0 0 94478 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 256495 5409 SH SOLE 0 0 0 5409 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4658955 92771 SH SOLE 0 0 0 92771 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3186270 42113 SH SOLE 0 0 0 42113 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 636646 11028 SH SOLE 0 0 0 11028 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 757344 10703 SH SOLE 0 0 0 10703 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 698052 10086 SH SOLE 0 0 0 10086 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6784214 41767 SH SOLE 0 0 0 41767 VANGUARD STAR FDS VG TL INTL STK F 921909768 257519 4592 SH SOLE 0 0 0 4592 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 27788371 261981 SH SOLE 0 0 0 261981 VANGUARD WORLD FD ESG US STK ETF 921910733 615126 7851 SH SOLE 0 0 0 7851