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:

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69374H881

Shares:7.4K

Value:$403.3K

% of Portfolio:0.2% ($403.3K/$206.7M)

46434V449

Shares:9.8K

Value:$391.5K

% of Portfolio:0.2% ($391.5K/$206.7M)

25434V765

Shares:14.2K

Value:$383.6K

% of Portfolio:0.2% ($383.6K/$206.7M)

PFIZER INC

PFE|717081103

Shares:14.7K

Value:$373.5K

% of Portfolio:0.2% ($373.5K/$206.7M)

25434V807

Shares:9.5K

Value:$373.2K

% of Portfolio:0.2% ($373.2K/$206.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.2K

Value:$361.0K

% of Portfolio:0.2% ($361.0K/$206.7M)

MICROSOFT CORP

MSFT|594918104

Shares:953

Value:$357.8K

% of Portfolio:0.2% ($357.8K/$206.7M)

78464A656

Shares:13.4K

Value:$354.5K

% of Portfolio:0.2% ($354.5K/$206.7M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:2.5K

Value:$349.6K

% of Portfolio:0.2% ($349.6K/$206.7M)

922908611

VBR|922908611

Shares:1.8K

Value:$342.2K

% of Portfolio:0.2% ($342.2K/$206.7M)

92206C870

VCIT|92206C870

Shares:4.0K

Value:$327.5K

% of Portfolio:0.2% ($327.5K/$206.7M)

NVIDIA CORP

NVDA|67066G104

Shares:3.0K

Value:$325.1K

% of Portfolio:0.2% ($325.1K/$206.7M)

921909768

VXUS|921909768

Shares:4.9K

Value:$307.3K

% of Portfolio:0.1% ($307.3K/$206.7M)

922908512

VOE|922908512

Shares:1.8K

Value:$288.5K

% of Portfolio:0.1% ($288.5K/$206.7M)

BOEING CO

BA|097023105

Shares:1.7K

Value:$284.0K

% of Portfolio:0.1% ($284.0K/$206.7M)

PEPSICO INC

PEP|713448108

Shares:1.9K

Value:$280.5K

% of Portfolio:0.1% ($280.5K/$206.7M)

464288448

Shares:9.0K

Value:$278.0K

% of Portfolio:0.1% ($278.0K/$206.7M)

921932885

IVOO|921932885

Shares:2.8K

Value:$272.1K

% of Portfolio:0.1% ($272.1K/$206.7M)

025072323

Shares:5.6K

Value:$270.0K

% of Portfolio:0.1% ($270.0K/$206.7M)

3M CO

MMM|88579Y101

Shares:1.8K

Value:$257.0K

% of Portfolio:0.1% ($257.0K/$206.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip69374H881)✕	7.4K	QoQ -20.61% (-1.9K) YoY -21.84% (-2.1K)	All Managers (Combined)	$403.3K	0.2% ($403.3K/$206.7M)	QoQ -23.03% (-$120.7K) YoY -26.34% (-$144.3K)
(cusip46434V449)✕	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$391.5K	0.2% ($391.5K/$206.7M)	QoQ NEW(+$391.5K) YoY NEW(+$391.5K)
(cusip25434V765)✕	14.2K	QoQ NEW(+14.2K) YoY NEW(+14.2K)	All Managers (Combined)	$383.6K	0.2% ($383.6K/$206.7M)	QoQ NEW(+$383.6K) YoY NEW(+$383.6K)
PFIZER INC(PFEcusip717081103)	14.7K	QoQ -12.47% (-2.1K) YoY -24.45% (-4.8K)	All Managers (Combined)	$373.5K	0.2% ($373.5K/$206.7M)	QoQ -16.39% (-$73.3K) YoY -31.01% (-$167.9K)
(cusip25434V807)✕	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$373.2K	0.2% ($373.2K/$206.7M)	QoQ NEW(+$373.2K) YoY NEW(+$373.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.2K	QoQ 0.00% (+0) YoY -19.84% (-539)	All Managers (Combined)	$361.0K	0.2% ($361.0K/$206.7M)	QoQ +14.67% (+$46.2K) YoY -15.96% (-$68.6K)
MICROSOFT CORP(MSFTcusip594918104)	953	QoQ -4.60% (-46) YoY -15.21% (-171)	All Managers (Combined)	$357.8K	0.2% ($357.8K/$206.7M)	QoQ -15.03% (-$63.3K) YoY -24.34% (-$115.1K)
(cusip78464A656)✕	13.4K	QoQ 0.00% (+0) YoY +8.85% (+1.1K)	All Managers (Combined)	$354.5K	0.2% ($354.5K/$206.7M)	QoQ +4.22% (+$14.4K) YoY +12.08% (+$38.2K)
KIMBERLY CLARK CORP(KMBcusip494368103)	2.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$349.6K	0.2% ($349.6K/$206.7M)	QoQ +8.53% (+$27.5K) YoY +9.94% (+$31.6K)
(VBRcusip922908611)	1.8K	QoQ +0.27% (-5) YoY +13.39% (+217)	All Managers (Combined)	$342.2K	0.2% ($342.2K/$206.7M)	QoQ -5.72% (-$20.8K) YoY +10.09% (+$31.4K)
(VCITcusip92206C870)	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$327.5K	0.2% ($327.5K/$206.7M)	QoQ +1.85% (+$6.0K) YoY +1.55% (+$5.0K)
NVIDIA CORP(NVDAcusip67066G104)	3.0K	QoQ 0.00% (-0) YoY +900.00% (+2.7K)	All Managers (Combined)	$325.1K	0.2% ($325.1K/$206.7M)	QoQ -19.29% (-$77.7K) YoY +19.94% (+$54.1K)
(VXUScusip921909768)	4.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$307.3K	0.1% ($307.3K/$206.7M)	QoQ +5.37% (+$15.7K) YoY +2.98% (+$8.9K)
(VOEcusip922908512)	1.8K	QoQ -1.80% (-33) YoY -1.80% (-33)	All Managers (Combined)	$288.5K	0.1% ($288.5K/$206.7M)	QoQ -2.55% (-$7.5K) YoY +1.11% (-$3.2K)
BOEING CO(BAcusip097023105)	1.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$284.0K	0.1% ($284.0K/$206.7M)	QoQ -3.64% (-$10.7K) YoY -11.62% (-$37.4K)
PEPSICO INC(PEPcusip713448108)	1.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$280.5K	0.1% ($280.5K/$206.7M)	QoQ -1.39% (-$4.0K) YoY -14.32% (-$46.9K)
(cusip464288448)✕	9.0K	QoQ NEW(+9.0K) YoY NEW(+9.0K)	All Managers (Combined)	$278.0K	0.1% ($278.0K/$206.7M)	QoQ NEW(+$278.0K) YoY NEW(+$278.0K)
(IVOOcusip921932885)	2.8K	QoQ -2.16% (-61) YoY -7.57% (-226)	All Managers (Combined)	$272.1K	0.1% ($272.1K/$206.7M)	QoQ -8.47% (-$25.2K) YoY -11.44% (-$35.2K)
(cusip025072323)✕	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$270.0K	0.1% ($270.0K/$206.7M)	QoQ NEW(+$270.0K) YoY NEW(+$270.0K)
3M CO(MMMcusip88579Y101)	1.8K	QoQ 0.00% (+0) YoY NEW(+1.8K)	All Managers (Combined)	$257.0K	0.1% ($257.0K/$206.7M)	QoQ +13.76% (+$31.1K) YoY NEW(+$257.0K)