Benchmark-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  "MMM",
  "ABBV",
  "RVT",
  "VONG",
  null,
  "CAT",
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  null,
  "PEP",
  null,
  "VGSH",
  null,
  "NVDA",
  "PFE",
  "PG",
  null,
  "VO",
  "VOE",
  "IVOO",
  null,
  null,
  "VCIT",
  null,
  null,
  "VIG",
  "VYM",
  "SDY",
  null,
  "SCHB",
  "VEU",
  "ESGV",
  "VUG",
  "VEA",
  null,
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "SCHD",
  null,
  "MTUM",
  "KMB",
  "BRK-A",
  "BRK-B",
  "BA",
  "DE",
  null,
  "DFAC",
  "XOM",
  "JNJ",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-07
Total Holdings: 67
Total Value: 206708138
Accession Number: 0001788241-25-000003
Form Type: 13F-HR
CIK: benchmark-wealth-management
Manager Name: Benchmark-Wealth-Management

Data Enrichment

69% identified

46 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

67 positions • $206.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92203J407

BNDX|92203J407

Shares:29.6K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$206.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.7K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$206.7M)

92206C102

VGSH|92206C102

Shares:24.4K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$206.7M)

808524508

Shares:52.1K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$206.7M)

921943858

VEA|921943858

Shares:25.1K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$206.7M)

922908769

VTI|922908769

Shares:4.6K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$206.7M)

25434V708

DFAC|25434V708

Shares:31.3K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$206.7M)

922042742

VT|922042742

Shares:8.7K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$206.7M)

808524870

Shares:29.9K

Value:$802.7K

% of Portfolio:0.4% ($802.7K/$206.7M)

78464A763

SDY|78464A763

Shares:5.7K

Value:$771.5K

% of Portfolio:0.4% ($771.5K/$206.7M)

46432F396

MTUM|46432F396

Shares:3.6K

Value:$726.9K

% of Portfolio:0.4% ($726.9K/$206.7M)

25434V724

Shares:16.9K

Value:$698.4K

% of Portfolio:0.3% ($698.4K/$206.7M)

25434V831

Shares:20.9K

Value:$693.6K

% of Portfolio:0.3% ($693.6K/$206.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.8K

Value:$689.6K

% of Portfolio:0.3% ($689.6K/$206.7M)

92206C714

Shares:7.9K

Value:$648.4K

% of Portfolio:0.3% ($648.4K/$206.7M)

921910733

ESGV|921910733

Shares:6.6K

Value:$643.3K

% of Portfolio:0.3% ($643.3K/$206.7M)

CATERPILLAR INC

CAT|149123101

Shares:1.8K

Value:$589.3K

% of Portfolio:0.3% ($589.3K/$206.7M)

92206C680

VONG|92206C680

Shares:6.3K

Value:$585.2K

% of Portfolio:0.3% ($585.2K/$206.7M)

25434V799

Shares:20.1K

Value:$557.3K

% of Portfolio:0.3% ($557.3K/$206.7M)

46435U549

Shares:11.7K

Value:$554.8K

% of Portfolio:0.3% ($554.8K/$206.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BNDXcusip92203J407)	29.6K	QoQ +83.54% (+13.5K) YoY NEW(+29.6K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$206.7M)	QoQ +82.68% (+$653.6K) YoY NEW(+$1.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.7K	QoQ -1.46% (-40) YoY -11.31% (-344)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$206.7M)	QoQ +15.77% (-$195.6K) YoY +12.31% (-$157.3K)
(VGSHcusip92206C102)	24.4K	QoQ +36.11% (+6.5K) YoY +55.70% (+8.7K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$206.7M)	QoQ +37.30% (+$389.5K) YoY +57.36% (+$522.6K)
(cusip808524508)✕	52.1K	QoQ 0.00% (-0) YoY +232.68% (+36.4K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$206.7M)	QoQ -5.44% (-$78.6K) YoY +7.04% (+$89.7K)
(VEAcusip921943858)	25.1K	QoQ +133.57% (+14.4K) YoY NEW(+25.1K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$206.7M)	QoQ +148.27% (+$763.4K) YoY NEW(+$1.3M)
(VTIcusip922908769)	4.6K	QoQ +0.24% (-11) YoY -1.29% (-60)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$206.7M)	QoQ -4.93% (-$65.5K) YoY +4.39% (-$53.0K)
(DFACcusip25434V708)	31.3K	QoQ NEW(+31.3K) YoY NEW(+31.3K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$206.7M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
(VTcusip922042742)	8.7K	QoQ -10.27% (-999) YoY -9.88% (-957)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$206.7M)	QoQ -11.43% (-$130.6K) YoY -5.42% (-$58.1K)
(cusip808524870)✕	29.9K	QoQ -4.07% (-1.3K) YoY +64.01% (-11.7K)	All Managers (Combined)	$802.7K	0.4% ($802.7K/$206.7M)	QoQ -0.14% (-$1.1K) YoY -15.44% (-$146.6K)
(SDYcusip78464A763)	5.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$771.5K	0.4% ($771.5K/$206.7M)	QoQ +2.70% (+$20.4K) YoY +3.38% (+$25.2K)
(MTUMcusip46432F396)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$726.9K	0.4% ($726.9K/$206.7M)	QoQ NEW(+$726.9K) YoY NEW(+$726.9K)
(cusip25434V724)✕	16.9K	QoQ NEW(+16.9K) YoY NEW(+16.9K)	All Managers (Combined)	$698.4K	0.3% ($698.4K/$206.7M)	QoQ NEW(+$698.4K) YoY NEW(+$698.4K)
(cusip25434V831)✕	20.9K	QoQ NEW(+20.9K) YoY NEW(+20.9K)	All Managers (Combined)	$693.6K	0.3% ($693.6K/$206.7M)	QoQ NEW(+$693.6K) YoY NEW(+$693.6K)
EXXON MOBIL CORP(XOMcusip30231G102)	5.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$689.6K	0.3% ($689.6K/$206.7M)	QoQ +10.56% (+$65.9K) YoY +2.31% (+$15.6K)
(cusip92206C714)✕	7.9K	QoQ -14.21% (-1.3K) YoY -17.16% (-1.6K)	All Managers (Combined)	$648.4K	0.3% ($648.4K/$206.7M)	QoQ -12.85% (-$95.7K) YoY -13.05% (-$97.4K)
(ESGVcusip921910733)	6.6K	QoQ 0.00% (-0) YoY -10.12% (-740)	All Managers (Combined)	$643.3K	0.3% ($643.3K/$206.7M)	QoQ -6.61% (-$45.6K) YoY -5.53% (-$37.7K)
CATERPILLAR INC(CATcusip149123101)	1.8K	QoQ +0.05% (-1) YoY +0.16% (-3)	All Managers (Combined)	$589.3K	0.3% ($589.3K/$206.7M)	QoQ -9.04% (-$58.6K) YoY -9.85% (-$64.4K)
(VONGcusip92206C680)	6.3K	QoQ -10.60% (-748) YoY -29.68% (-2.7K)	All Managers (Combined)	$585.2K	0.3% ($585.2K/$206.7M)	QoQ -19.69% (-$143.6K) YoY -24.72% (-$192.2K)
(cusip25434V799)✕	20.1K	QoQ NEW(+20.1K) YoY NEW(+20.1K)	All Managers (Combined)	$557.3K	0.3% ($557.3K/$206.7M)	QoQ NEW(+$557.3K) YoY NEW(+$557.3K)
(cusip46435U549)✕	11.7K	QoQ +0.49% (+57) YoY +15.51% (+1.6K)	All Managers (Combined)	$554.8K	0.3% ($554.8K/$206.7M)	QoQ +2.74% (+$14.8K) YoY +16.54% (+$78.7K)