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Heather Moore

@Benchmark Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$203.136MTotal holdings52
Assets growth rate0.35%Assets growth rate (2-Q avg)4.11%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Benchmark Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Benchmark Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 203.136M in assets, with a quarterly growth rate of 0.35% and a 2-quarter average growth rate of 4.11%. The portfolio is managed by Heather Moore, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Decreased -2.05%
19.28%
$39.153M
95,393 shares@ $410.45 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.87%
9.98%
$20.255M
119,642 shares@ $169.3 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.87%
8.53%
$17.313M
135,692 shares@ $127.59 avg price
VBVanguard Index Fds
Recent Activity
Decreased -0.88%
4.35%
$8.826M
36,732 shares@ $240.29 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -0.97%
2.43%
$4.92M
98,152 shares@ $50.14 avg price
IMCBIshares Tr
Recent Activity
Decreased -0.21%
2.08%
$4.225M
55,481 shares@ $76.15 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -4.5%
0.62%
$1.24M
2,735 shares@ $453.29 avg price
VTVanguard Intl Equity Index F
Recent Activity
Decreased -0.62%
0.57%
$1.143M
9,727 shares@ $117.48 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -0.69%
0.52%
$1.044M
17,946 shares@ $58.19 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -9.65%
0.36%
$728,782
7,055 shares@ $103.31 avg price