0001788241-24-000003.txt : 20240408 0001788241-24-000003.hdr.sgml : 20240408 20240408121052 ACCESSION NUMBER: 0001788241-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240408 DATE AS OF CHANGE: 20240408 EFFECTIVENESS DATE: 20240408 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Benchmark Wealth Management, LLC CENTRAL INDEX KEY: 0001788241 ORGANIZATION NAME: 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: 24828759 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 03-31-2024 03-31-2024 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 04-08-2024 0 49 183476588 false INFORMATION TABLE 2 BenchmarkWealthMgmt_13f.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1277960 3039 SH SOLE 0 0 0 3039 BOEING CO COM 097023105 321328 1665 SH SOLE 0 0 0 1665 CATERPILLAR INC COM 149123101 653678 1784 SH SOLE 0 0 0 1784 DEERE & CO COM 244199105 1273294 3100 SH SOLE 0 0 0 3100 EXXON MOBIL CORP COM 30231G102 673960 5798 SH SOLE 0 0 0 5798 ISHARES TR CORE US AGGBD ET 464287226 385688 3938 SH SOLE 0 0 0 3938 ISHARES TR MORNINGSTR US EQ 464287127 4833719 66700 SH SOLE 0 0 0 66700 ISHARES TR MRGSTR MD CP ETF 464288208 4690325 64401 SH SOLE 0 0 0 64401 ISHARES TR S&P MC 400GR ETF 464287606 218818 2398 SH SOLE 0 0 0 2398 ISHARES TR ESG AWR US AGRGT 46435U549 476012 10115 SH SOLE 0 0 0 10115 JOHNSON & JOHNSON COM 478160104 429644 2716 SH SOLE 0 0 0 2716 KIMBERLY-CLARK CORP COM 494368103 317942 2458 SH SOLE 0 0 0 2458 MICROSOFT CORP COM 594918104 472897 1124 SH SOLE 0 0 0 1124 NVIDIA CORPORATION COM 67066G104 271068 300 SH SOLE 0 0 0 300 PACER FDS TR US CASH COWS 100 69374H881 547563 9423 SH SOLE 0 0 0 9423 PEPSICO INC COM 713448108 327444 1871 SH SOLE 0 0 0 1871 PFIZER INC COM 717081103 541375 19509 SH SOLE 0 0 0 19509 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2090525 20793 SH SOLE 0 0 0 20793 ROYCE VALUE TR INC COM 780910105 215990 14238 SH SOLE 0 0 0 14238 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3522019 57691 SH SOLE 0 0 0 57691 SCHWAB STRATEGIC TR US TIPS ETF 808524870 949324 18200 SH SOLE 0 0 0 18200 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 6467491 80212 SH SOLE 0 0 0 80212 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1274237 15648 SH SOLE 0 0 0 15648 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 746231 5686 SH SOLE 0 0 0 5686 SPDR SER TR PORTFLI TIPS ETF 78464A656 316330 12347 SH SOLE 0 0 0 12347 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 307279 2983 SH SOLE 0 0 0 2983 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 23064972 317568 SH SOLE 0 0 0 317568 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 285315 1830 SH SOLE 0 0 0 1830 VANGUARD INDEX FDS VALUE ETF 922908744 5640850 34636 SH SOLE 0 0 0 34636 VANGUARD INDEX FDS MID CAP ETF 922908629 4714982 18870 SH SOLE 0 0 0 18870 VANGUARD INDEX FDS SM CP VAL ETF 922908611 310856 1620 SH SOLE 0 0 0 1620 VANGUARD INDEX FDS SMALL CP ETF 922908751 8249826 36090 SH SOLE 0 0 0 36090 VANGUARD INDEX FDS GROWTH ETF 922908736 34889369 101364 SH SOLE 0 0 0 101364 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1207409 4646 SH SOLE 0 0 0 4646 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 16653768 34645 SH SOLE 0 0 0 34645 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 6393404 109009 SH SOLE 0 0 0 109009 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1070153 9685 SH SOLE 0 0 0 9685 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4320037 85376 SH SOLE 0 0 0 85376 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 322523 4006 SH SOLE 0 0 0 4006 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 777430 8970 SH SOLE 0 0 0 8970 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 745743 9483 SH SOLE 0 0 0 9483 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2333389 30182 SH SOLE 0 0 0 30182 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 910977 15688 SH SOLE 0 0 0 15688 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6180342 33844 SH SOLE 0 0 0 33844 VANGUARD STAR FDS VG TL INTL STK F 921909768 298425 4949 SH SOLE 0 0 0 4949 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 30389125 251171 SH SOLE 0 0 0 251171 VANGUARD WORLD FD ESG US STK ETF 921910733 681033 7308 SH SOLE 0 0 0 7308 VANGUARD WORLD FD ESG INTL STK ETF 921910725 216202 3762 SH SOLE 0 0 0 3762