0001788241-23-000005.txt : 20231016 0001788241-23-000005.hdr.sgml : 20231016 20231016162604 ACCESSION NUMBER: 0001788241-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231016 DATE AS OF CHANGE: 20231016 EFFECTIVENESS DATE: 20231016 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: 231327592 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 09-30-2023 09-30-2023 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 10-16-2023 0 48 156206777 false INFORMATION TABLE 2 xmlfilebwm3q2023.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1064562 3039 SH SOLE 0 0 0 3039 BOEING CO COM 097023105 319147 1665 SH SOLE 0 0 0 1665 CATERPILLAR INC COM 149123101 486542 1782 SH SOLE 0 0 0 1782 DEERE & CO COM 244199105 1169878 3100 SH SOLE 0 0 0 3100 EXXON MOBIL CORP COM 30231G102 687373 5846 SH SOLE 0 0 0 5846 ISHARES TR CORE US AGGBD ET 464287226 663170 7052 SH SOLE 0 0 0 7052 ISHARES TR MORNINGSTR US EQ 464287127 4158374 70606 SH SOLE 0 0 0 70606 ISHARES TR MRGSTR MD CP ETF 464288208 3911957 65494 SH SOLE 0 0 0 65494 ISHARES TR SHRT NAT MUN ETF 464288158 273916 2663 SH SOLE 0 0 0 2663 ISHARES TR ESG AWR US AGRGT 46435U549 437100 9649 SH SOLE 0 0 0 9649 JOHNSON & JOHNSON COM 478160104 242814 1559 SH SOLE 0 0 0 1559 KIMBERLY-CLARK CORP COM 494368103 297049 2458 SH SOLE 0 0 0 2458 MICROSOFT CORP COM 594918104 380165 1204 SH SOLE 0 0 0 1204 PACER FDS TR US CASH COWS 100 69374H881 497060 10056 SH SOLE 0 0 0 10056 PEPSICO INC COM 713448108 317022 1871 SH SOLE 0 0 0 1871 PFIZER INC COM 717081103 897709 27064 SH SOLE 0 0 0 27064 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3392116 33874 SH SOLE 0 0 0 33874 ROYCE VALUE TR INC COM 780910105 206589 16052 SH SOLE 0 0 0 16052 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2319955 46539 SH SOLE 0 0 0 46539 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1834092 36326 SH SOLE 0 0 0 36326 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 6082411 85958 SH SOLE 0 0 0 85958 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1112513 16438 SH SOLE 0 0 0 16438 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 204342 6211 SH SOLE 0 0 0 6211 SPDR SER TR S&P DIVID ETF 78464A763 676949 5886 SH SOLE 0 0 0 5886 SPDR SER TR PORTFLI TIPS ETF 78464A656 293683 11823 SH SOLE 0 0 0 11823 UNITEDHEALTH GROUP INC COM 91324P102 217845 432 SH SOLE 0 0 0 432 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 257817 3050 SH SOLE 0 0 0 3050 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 19815780 283975 SH SOLE 0 0 0 283975 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 239657 1830 SH SOLE 0 0 0 1830 VANGUARD INDEX FDS TOTAL STK MKT 922908769 771560 3632 SH SOLE 0 0 0 3632 VANGUARD INDEX FDS VALUE ETF 922908744 4299483 31171 SH SOLE 0 0 0 31171 VANGUARD INDEX FDS MID CAP ETF 922908629 3389586 16277 SH SOLE 0 0 0 16277 VANGUARD INDEX FDS SM CP VAL ETF 922908611 257136 1612 SH SOLE 0 0 0 1612 VANGUARD INDEX FDS SMALL CP ETF 922908751 6804573 35990 SH SOLE 0 0 0 35990 VANGUARD INDEX FDS GROWTH ETF 922908736 29317978 107664 SH SOLE 0 0 0 107664 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11122835 28324 SH SOLE 0 0 0 28324 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5385326 103824 SH SOLE 0 0 0 103824 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1163654 12488 SH SOLE 0 0 0 12488 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3347639 69597 SH SOLE 0 0 0 69597 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 304376 4006 SH SOLE 0 0 0 4006 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 651207 9515 SH SOLE 0 0 0 9515 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 651135 9768 SH SOLE 0 0 0 9768 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2532749 33703 SH SOLE 0 0 0 33703 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1052749 18277 SH SOLE 0 0 0 18277 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5310128 34175 SH SOLE 0 0 0 34175 VANGUARD STAR FDS VG TL INTL STK F 921909768 264870 4949 SH SOLE 0 0 0 4949 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 26984272 261172 SH SOLE 0 0 0 261172 VANGUARD WORLD FD ESG US STK ETF 921910733 566933 7537 SH SOLE 0 0 0 7537