Benchmark Wealth Management, LLC
- SEC CIK
- 0001788241
- 最新申報
- 2025/7/18
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/15 申報。只含多頭部位。
- 持股檔數
- 43
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.35 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 92,253 | $2,371 萬 | 17.6% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 214,605 | $2,169 萬 | 16.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 225,594 | $1,911 萬 | 14.2% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 157,491 | $1,605 萬 | 11.9% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 33,870 | $725.1 萬 | 5.4% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 47,469 | $698.2 萬 | 5.2% | – | – | – |
| iShares Tr464288208 | MRGSTR MD CP ETF | 22,448 | $564.4 萬 | 4.2% | – | – | – |
| iShares Tr464287127 | MORNINGSTR US EQ | 23,951 | $537.2 萬 | 4.0% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 70,370 | $513.1 萬 | 3.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 33,268 | $437.3 萬 | 3.2% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 44,544 | $367.5 萬 | 2.7% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 17,212 | $166.5 萬 | 1.2% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 23,624 | $144.5 萬 | 1.1% | – | – | – |
| DEDeere & Co | Stock | 3,100 | $116.0 萬 | 0.9% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 15,063 | $112.1 萬 | 0.8% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,717 | $79.3 萬 | 0.6% | – | – | – |
| PFEPfizer Inc | Stock | 21,334 | $77.3 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,189 | $70.6 萬 | 0.5% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,013 | $69.8 萬 | 0.5% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 10,482 | $54.0 萬 | 0.4% | – | – | – |
| BABoeing Co | Stock | 1,665 | $42.4 萬 | 0.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,773 | $41.1 萬 | 0.3% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,658 | $37.0 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 1,871 | $36.1 萬 | 0.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,524 | $35.9 萬 | 0.3% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 2,013 | $35.5 萬 | 0.3% | – | – | – |
| RVTRoyce Small-Cap Trust, Inc. | COM | 19,224 | $34.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 2,510 | $33.4 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 1,321 | $33.0 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 5,315 | $29.7 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,744 | $28.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,630 | $28.1 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 1,547 | $27.6 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 1,931 | $27.3 萬 | 0.2% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,406 | $26.7 萬 | 0.2% | – | – | – |
| DDominion Energy, Inc | Stock | 3,474 | $26.4 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 708 | $26.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 6,414 | $24.6 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,812 | $24.4 萬 | 0.2% | – | – | – |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 6,211 | $23.7 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,797 | $23.6 萬 | 0.2% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,418 | $22.5 萬 | 0.2% | – | – | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 7,088 | $21.7 萬 | 0.2% | – | – | – |