0001788241-24-000001.txt : 20240119 0001788241-24-000001.hdr.sgml : 20240119 20240119145936 ACCESSION NUMBER: 0001788241-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240119 DATE AS OF CHANGE: 20240119 EFFECTIVENESS DATE: 20240119 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: 24545296 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 12-31-2023 12-31-2023 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 01-19-2024 0 47 169160715 false INFORMATION TABLE 2 BenchmarkWealthMgmt_13f.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1083890 3039 SH SOLE 0 0 0 3039 BOEING CO COM 097023105 433999 1665 SH SOLE 0 0 0 1665 CATERPILLAR INC COM 149123101 527225 1783 SH SOLE 0 0 0 1783 DEERE & CO COM 244199105 1239597 3100 SH SOLE 0 0 0 3100 EXXON MOBIL CORP COM 30231G102 579684 5798 SH SOLE 0 0 0 5798 ISHARES TR CORE US AGGBD ET 464287226 349956 3526 SH SOLE 0 0 0 3526 ISHARES TR ESG AWR US AGRGT 46435U549 482890 10115 SH SOLE 0 0 0 10115 ISHARES TR MORNINGSTR US EQ 464287127 4631436 70429 SH SOLE 0 0 0 70429 ISHARES TR MRGSTR MD CP ETF 464288208 4327267 64461 SH SOLE 0 0 0 64461 JOHNSON & JOHNSON COM 478160104 244358 1559 SH SOLE 0 0 0 1559 KIMBERLY-CLARK CORP COM 494368103 298672 2458 SH SOLE 0 0 0 2458 MICROSOFT CORP COM 594918104 422674 1124 SH SOLE 0 0 0 1124 PACER FDS TR US CASH COWS 100 69374H881 496808 9556 SH SOLE 0 0 0 9556 PEPSICO INC COM 713448108 317771 1871 SH SOLE 0 0 0 1871 PFIZER INC COM 717081103 561664 19509 SH SOLE 0 0 0 19509 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2859824 28658 SH SOLE 0 0 0 28658 ROYCE VALUE TR INC COM 780910105 222433 15277 SH SOLE 0 0 0 15277 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2931200 52653 SH SOLE 0 0 0 52653 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1398859 26798 SH SOLE 0 0 0 26798 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1178614 15648 SH SOLE 0 0 0 15648 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 6205419 81511 SH SOLE 0 0 0 81511 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 220801 6211 SH SOLE 0 0 0 6211 SPDR SER TR PORTFLI TIPS ETF 78464A656 315713 12347 SH SOLE 0 0 0 12347 SPDR SER TR S&P DIVID ETF 78464A763 710579 5686 SH SOLE 0 0 0 5686 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 274862 2925 SH SOLE 0 0 0 2925 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 21671570 294651 SH SOLE 0 0 0 294651 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 265368 1830 SH SOLE 0 0 0 1830 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 15116322 34607 SH SOLE 0 0 0 34607 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1013236 4271 SH SOLE 0 0 0 4271 VANGUARD INDEX FDS VALUE ETF 922908744 4748038 31759 SH SOLE 0 0 0 31759 VANGUARD INDEX FDS MID CAP ETF 922908629 4199296 18051 SH SOLE 0 0 0 18051 VANGUARD INDEX FDS SM CP VAL ETF 922908611 290938 1617 SH SOLE 0 0 0 1617 VANGUARD INDEX FDS SMALL CP ETF 922908751 7684131 36020 SH SOLE 0 0 0 36020 VANGUARD INDEX FDS GROWTH ETF 922908736 31700835 101971 SH SOLE 0 0 0 101971 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 992500 9647 SH SOLE 0 0 0 9647 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5554663 98943 SH SOLE 0 0 0 98943 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3363356 65884 SH SOLE 0 0 0 65884 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2326484 30070 SH SOLE 0 0 0 30070 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1271764 21803 SH SOLE 0 0 0 21803 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 325608 4006 SH SOLE 0 0 0 4006 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 691725 8866 SH SOLE 0 0 0 8866 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 692612 9548 SH SOLE 0 0 0 9548 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5728032 33615 SH SOLE 0 0 0 33615 VANGUARD STAR FDS VG TL INTL STK F 921909768 286844 4949 SH SOLE 0 0 0 4949 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 28091617 251649 SH SOLE 0 0 0 251649 VANGUARD WORLD FD ESG US STK ETF 921910733 621618 7308 SH SOLE 0 0 0 7308 VANGUARD WORLD FD ESG INTL STK ETF 921910725 207963 3762 SH SOLE 0 0 0 3762