Notify me when Benchmark Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 70 | $225,033,724 | +$11,202,342 | -$5,699,358 | +$5,502,984 | VUG, BND, VOO, VYM, VTV | 13F-HR | 18 Jul 2025, 14:06 |
| Q1 2025 | 67 | $206,708,138 | +$20,731,305 | -$12,822,547 | +$7,908,758 | VUG, BND, VOO, VYM, VTV | 13F-HR | 07 Apr 2025, 15:50 |
| Q4 2024 | 52 | $203,135,642 | +$11,055,192 | -$1,904,912 | +$9,150,280 | VUG, BND, VOO, VTV, VYM | 13F-HR | 07 Jan 2025, 15:04 |
| Q3 2024 | 54 | $202,438,688 | +$19,834,650 | -$15,835,454 | +$3,999,196 | VUG, BND, VTV, VOO, VYM | 13F-HR | 18 Oct 2024, 15:53 |
| Q2 2024 | 51 | $187,683,549 | +$4,926,948 | -$2,318,077 | +$2,608,871 | VUG, VYM, BND, VOO, VB | 13F-HR | 08 Jul 2024, 16:58 |
| Q1 2024 | 49 | $183,476,588 | +$5,137,486 | -$2,269,022 | +$2,868,464 | VUG, VYM, BND, VOO, VB | 13F-HR | 08 Apr 2024, 12:10 |
| Q4 2023 | 47 | $169,160,715 | +$4,979,069 | -$6,716,370 | -$1,737,301 | VUG, VYM, BND, VOO, VB | 13F-HR | 19 Jan 2024, 14:59 |
| Q3 2023 | 48 | $156,635,776 | +$3,631,925 | -$6,935,359 | -$3,303,434 | VUG, VYM, BND, VOO, VB | 13F-HR | 16 Oct 2023, 16:26 |
| Q2 2023 | 48 | $165,737,343 | +$6,560,960 | -$3,328,172 | +$3,232,788 | VUG, VYM, BND, VOO, VB | 13F-HR | 19 Jul 2023, 13:33 |
| Q1 2023 | 51 | $156,829,209 | +$20,779,814 | -$7,968,750 | +$12,811,064 | VYM, VUG, BND, VOO, VIG | 13F-HR | 17 Apr 2023, 16:02 |
| Q4 2022 | 52 | $138,914,320 | +$9,950,106 | -$7,039,035 | +$2,911,071 | VYM, VUG, BND, VIG, SCHD | 13F-HR | 07 Feb 2023, 13:16 |
| Q3 2022 | 49 | $127,544,000 | +$5,178,996 | -$7,078,913 | -$1,899,917 | VYM, VUG, BND, MINT, VB | 13F-HR | 13 Oct 2022, 10:09 |
| Q2 2022 | 48 | $135,897,000 | +$6,602,203 | -$1,811,901 | +$4,790,302 | VYM, VUG, BND, MINT, VIG | 13F-HR | 11 Jul 2022, 16:17 |
| Q1 2022 | 46 | $148,712,000 | +$4,763,781 | -$2,966,304 | +$1,797,477 | VUG, VYM, BND, MINT, VB | 13F-HR | 14 Apr 2022, 15:44 |
| Q4 2021 | 48 | $154,755,000 | +$5,108,840 | -$1,148,804 | +$3,960,036 | VUG, VYM, BND, MINT, VB | 13F-HR | 21 Jan 2022, 16:19 |
| Q3 2021 | 45 | $142,238,000 | +$2,488,872 | -$4,956,975 | -$2,468,103 | VUG, VYM, BND, MINT, VB | 13F-HR | 12 Oct 2021, 14:27 |
| Q2 2021 | 47 | $145,602,000 | +$14,260,489 | -$299,056 | +$13,961,433 | VUG, VYM, BND, MINT, VB | 13F-HR | 14 Jul 2021, 17:15 |
| Q1 2021 | 43 | $134,804,000 | +$6,641,581 | -$64,682,585 | -$58,041,004 | VUG, VYM, BND, MINT, VB | 13F-HR | 15 Apr 2021, 15:08 |
| Q4 2020 | 46 | $131,837,000 | +$11,148,740 | -$10,691,765 | +$456,975 | VUG, MINT, VYM, BND, VIG | 13F-HR | 12 Jan 2021, 14:29 |
| Q3 2020 | 48 | $126,714,000 | +$7,520,274 | -$4,158,588 | +$3,361,686 | MINT, VUG, VYM, BND, VIG | 13F-HR | 05 Nov 2020, 15:35 |
| Q2 2020 | 46 | $117,275,000 | +$7,072,546 | -$2,555,647 | +$4,516,899 | MINT, VUG, VYM, BND, VIG | 13F-HR | 09 Jul 2020, 15:49 |
| Q1 2020 | 47 | $99,867,000 | +$6,093,728 | -$4,202,077 | +$1,891,651 | MINT, VUG, VYM, BND, VIG | 13F-HR | 22 Apr 2020, 14:32 |
| Q4 2019 | 51 | $115,885,000 | $0 | $0 | $0 | MINT, VUG, VYM, BND, VIG | 13F-HR | 28 Jan 2020, 17:21 |