Heather Moore

@Benchmark Wealth Management, Llc

Latest period2024 - Q4

Reported11d ago

Managed Assets$203.136M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ESGVVanguard World Fd Recent Activity Decreased -4.9%	0.34%	$688,918 6,568 shares@ $104.9 avg price	Decreased -4.9%
COWZPacer Fds Tr Recent Activity Decreased -0.5%	0.26%	$524,000 9,278 shares@ $56.48 avg price	Decreased -0.5%
PFEPfizer Inc Recent Activity Decreased -2%	0.22%	$446,712 16,838 shares@ $26.53 avg price	Decreased -2%
MSFTMicrosoft Corp Recent Activity Decreased -2.44%	0.21%	$421,093 999 shares@ $421.52 avg price	Decreased -2.44%