13FBOX
Benchmark Wealth Management, LLC · 13F Holdings
Options Calculator Rankings

Benchmark Wealth Management, LLC

No.6732 Data as of 2025Q3
Latest AUM (Q3 2025)
$225.0M
QoQ Change Q2 2025
+$200+0.0%
Holdings
70
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
70
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2025 ValueQ3 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVUG
14.84%14.84%$33.4M76,195$33.4M76,19500.00%Unchanged
VVANGUARD TOTALBND
11.41%11.41%$25.7M348,745$25.7M348,74500.00%Unchanged
VVANGUARD INDEX FDSVOO
11.4%11.4%$25.7M45,171$25.7M45,17100.00%Unchanged
VVANGUARD WHITEHALL FDSVYM
7.61%7.61%$17.1M128,380$17.1M128,38000.00%Unchanged
VVANGUARD INDEX FDSVTV
7.3%7.3%$16.4M92,968$16.4M92,96800.00%Unchanged
VVANGUARD INTL EQUITY INDEX FVEU
4.04%4.04%$9.1M135,384$9.1M135,38400.00%Unchanged
VVANGUARD INDEX FDSVB
3.55%3.55%$8.0M33,732$8.0M33,73200.00%Unchanged
VVANGUARD SPECIALIZED FUNDSVIG
2.93%2.93%$6.6M32,162$6.6M32,16200.00%Unchanged
BERKSHIRE HATHAWAY INC CL ABRK.A
2.91%2.91%$6.6M9$6.6M900.00%Unchanged
VVANGUARD MIDVO
2.62%2.62%$5.9M21,052$5.9M21,05200.00%Unchanged
SSCHWAB STRATEGIC TRSCHD
2.61%2.61%$5.9M221,409$5.9M221,40900.00%Unchanged
IISHARES MORNINGSTAR US EQUITY ETFILCB
2.46%2.46%$5.5M64,536$5.5M64,53600.00%Unchanged
SSCHWAB U.S. BROAD MARKET ETFSCHB
2.09%2.09%$4.7M197,131$4.7M197,13100.00%Unchanged
VVANGUARD MUN BD FDSVTEB
1.99%1.99%$4.5M91,353$4.5M91,35300.00%Unchanged
IISHARES MORNINGSTAR MID-CAP ETFIMCB
1.96%1.96%$4.4M55,403$4.4M55,40300.00%Unchanged
IISHARES TRAGG
1.67%1.67%$3.8M37,929$3.8M37,92900.00%Unchanged
PPIMCO ETF TRMINT
1.29%1.29%$2.9M28,869$2.9M28,86900.00%Unchanged
VVANGUARD FTSEVEA
1.15%1.15%$2.6M45,464$2.6M45,46400.00%Unchanged
VVANGUARD SCOTTSDALE FDSBSV
1.09%1.09%$2.4M30,761$2.4M30,76100.00%Unchanged
VVANGUARD TOTALBNDX
1.01%1.01%$2.3M45,847$2.3M45,84700.00%Unchanged
VVANGUARD BD INDEX FDSBSV
0.89%0.89%$2.0M25,455$2.0M25,45500.00%Unchanged
DEERE & CODE
0.7%0.7%$1.6M3,100$1.6M3,10000.00%Unchanged
DDIMENSIONAL ETF TRUSTDFAC
0.66%0.66%$1.5M41,244$1.5M41,24400.00%Unchanged
SSCHWAB STRATEGIC TRSCHM
0.65%0.65%$1.5M52,059$1.5M52,05900.00%Unchanged
VVANGUARD SCOTTSDALE FDSVGSH
0.65%0.65%$1.5M24,840$1.5M24,84000.00%Unchanged
GGENERAL DYNAMICS CORPVTI
0.61%0.61%$1.4M4,486$1.4M4,48600.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.55%0.55%$1.2M2,556$1.2M2,55600.00%Unchanged
VVANGUARD INTL EQUITY INDEX FVT
0.47%0.47%$1.1M8,215$1.1M8,21500.00%Unchanged
IISHARES TRMTUM
0.47%0.47%$1.0M4,362$1.0M4,36200.00%Unchanged
DDIMENSIONAL US HIGH PROFITABILITY ETFDUHP
0.43%0.43%$973,36327,372$973,36327,37200.00%Unchanged
DDIMENSIONAL USDFUV
0.42%0.42%$952,54722,530$952,54722,53000.00%Unchanged
DDIMENSIONAL ETF TRUSTDFIC
0.41%0.41%$918,95529,558$918,95529,55800.00%Unchanged
SSPDR SERIES TRUSTSDY
0.34%0.34%$764,9745,636$764,9745,63600.00%Unchanged
SSCHWAB USSCHP
0.34%0.34%$761,43328,539$761,43328,53900.00%Unchanged
VVANGUARD WORLD FDESGV
0.32%0.32%$720,1166,568$720,1166,56800.00%Unchanged
VVANGUARD SCOTTSDALE FDSVONG
0.31%0.31%$696,1506,375$696,1506,37500.00%Unchanged
CATERPILLAR INCCAT
0.31%0.31%$693,9301,788$693,9301,78800.00%Unchanged
VVANGUARD SCOTTSDALE FDSVONV
0.3%0.3%$665,0647,805$665,0647,80500.00%Unchanged
IISHARES TRIMTM
0.29%0.29%$663,13014,514$663,13014,51400.00%Unchanged
EXXON MOBIL CORPXOM
0.28%0.28%$625,0245,798$625,0245,79800.00%Unchanged
DDIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETFDIHP
0.27%0.27%$609,04020,652$609,04020,65200.00%Unchanged
DDIMENSIONAL ETF TRUSTDFIV
0.26%0.26%$587,61713,720$587,61713,72000.00%Unchanged
IISHARES ESG AWARE US AGGREGATE BOND ETFEAGG
0.25%0.25%$555,45711,684$555,45711,68400.00%Unchanged
IISHARES TRIDV
0.22%0.22%$505,29214,642$505,29214,64200.00%Unchanged
MICROSOFT CORPMSFT
0.21%0.21%$474,054953$474,05495300.00%Unchanged
NVIDIA CORPORATIONNVDA
0.18%0.18%$402,8752,550$402,8752,55000.00%Unchanged
AAMERICAN CENTY ETF TRAVSC
0.18%0.18%$396,5807,690$396,5807,69000.00%Unchanged
JJPMorgan Sustainable Municipal Income ETFJMSI
0.17%0.17%$375,5517,599$375,5517,59900.00%Unchanged
PFIZER INCPFE
0.16%0.16%$351,18914,488$351,18914,48800.00%Unchanged
SST SRT SPDR PORTFOLIO TIPS ET ETF IVSPIP
0.16%0.16%$350,24613,440$350,24613,44000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow