Instuitional Investor - Benchmark Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Benchmark Wealth Management, Llc |
Portfolio Value | $206,708,138 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - GROWTH ETF | 80,267 | $29,764,757 | 14.4% | |
2. | BND | 347,535 | $25,526,470 | 12.35% | |
3. | Vanguard Index Fds - S&P 500 ETF SHS | 40,123 | $20,619,694 | 9.98% | |
4. | Vanguard Whitehall Funds | 132,099 | $17,035,467 | 8.24% | |
5. | Vanguard Index Fds - VALUE ETF | 95,630 | $16,519,071 | 7.99% |