Benchmark Wealth Management, LLC
- SEC CIK
- 0001788241
- 最新申報
- 2025/7/18
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/21 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 48
- 較 2021 年第 3 季 +3
- 總值
- $1.55 億
- 較 2021 年第 3 季 +$1,252 萬 (+8.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 94,360 | $3,028 萬 | 19.6% | +2,089+2.3% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 241,352 | $2,706 萬 | 17.5% | +9,660+4.2% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 218,021 | $1,848 萬 | 11.9% | −5,752−2.6% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 152,255 | $1,546 萬 | 10.0% | −1,100−0.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 34,440 | $778.4 萬 | 5.0% | +847+2.5% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 44,875 | $770.7 萬 | 5.0% | −878−1.9% | 減碼 | – |
| iShares Tr464288208 | MRGSTR MD CP ETF | 89,535 | $636.4 萬 | 4.1% | +922+1.0% | 加碼 | – |
| iShares Tr464287127 | MORNINGSTR US EQ | 90,594 | $601.6 萬 | 3.9% | −1,751−1.9% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 67,672 | $547.0 萬 | 3.5% | +2,108+3.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 32,389 | $476.5 萬 | 3.1% | +470+1.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 52,984 | $430.5 萬 | 2.8% | −1,796−3.3% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 17,663 | $199.6 萬 | 1.3% | +451+2.6% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 28,321 | $178.1 萬 | 1.2% | +1,512+5.6% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 12,247 | $131.6 萬 | 0.9% | +10,163+487.7% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 15,063 | $121.2 萬 | 0.8% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 19,875 | $117.4 萬 | 0.8% | −1,251−5.9% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 3,100 | $106.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,235 | $80.5 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,131 | $79.8 萬 | 0.5% | +59+1.9% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 14,012 | $72.0 萬 | 0.5% | +3,029+27.6% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,013 | $69.9 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 10,339 | $62.9 萬 | 0.4% | +3,266+46.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 8,173 | $60.3 萬 | 0.4% | +3,121+61.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 7,608 | $59.8 萬 | 0.4% | +2,780+57.6% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 9,283 | $56.9 萬 | 0.4% | +53+0.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,491 | $50.1 萬 | 0.3% | −33−2.2% | 減碼 | 歷史 |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 2,105 | $40.3 萬 | 0.3% | −14−0.7% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 12,145 | $38.3 萬 | 0.2% | +5,057+71.3% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 2,658 | $38.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,775 | $36.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,804 | $34.2 萬 | 0.2% | −24−0.6% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 1,931 | $33.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 1,665 | $33.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 1,871 | $33.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,315 | $32.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 16,452 | $32.2 萬 | 0.2% | −2,391−12.7% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 588 | $29.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,722 | $29.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,592 | $29.2 萬 | 0.2% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,614 | $27.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,206 | $27.3 萬 | 0.2% | 00.0% | 不變 | – |
| DDominion Energy, Inc | Stock | 3,474 | $27.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,812 | $27.2 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 6,211 | $24.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,418 | $22.4 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 525 | $21.8 萬 | 0.1% | +525 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,219 | $21.8 萬 | 0.1% | +1,219 | 新進 | – |
| PGProcter & Gamble Co | Stock | 1,246 | $20.4 萬 | 0.1% | +1,246 | 新進 | 歷史 |