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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
ILCBIshares Tr
Recent Activity
Increased 0.02%
2.67%
$5.413M
66,701 shares@ $81.17 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -0.97%
2.43%
$4.92M
98,152 shares@ $50.14 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 226.55%
2.24%
$4.532M
199,659 shares@ $22.7 avg price
IMCBIshares Tr
Recent Activity
Decreased -0.21%
2.08%
$4.225M
55,481 shares@ $76.15 avg price
MINTPimco Etf Tr
Recent Activity
Increased 46.76%
1.45%
$2.944M
29,343 shares@ $100.34 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 0.64%
1.19%
$2.399M
30,754 shares@ $78.02 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 232.67%
0.72%
$1.443M
52,059 shares@ $27.72 avg price
VTIVanguard Index Fds
Recent Activity
Increased 3.84%
0.66%
$1.326M
4,575 shares@ $289.83 avg price
DEDeere & Co
Recent Activity
0.65%
$1.313M
3,100 shares@ $423.7 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -4.5%
0.62%
$1.24M
2,735 shares@ $453.29 avg price