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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
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
AGGIshares Tr
Recent Activity
Increased 22.65%
0.44%
$885,331
9,137 shares@ $96.9 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 97.94%
0.4%
$803,833
31,120 shares@ $25.84 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 3.31%
0.39%
$790,456
16,115 shares@ $49.06 avg price
VONVVanguard Scottsdale Fds
Recent Activity
Increased 2.08%
0.37%
$744,006
9,157 shares@ $81.25 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.06%
0.32%
$647,894
1,786 shares@ $362.77 avg price
EAGGIshares Tr
Recent Activity
Increased 4.01%
0.27%
$539,958
11,627 shares@ $46.45 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.05%
0.26%
$514,831
10,766 shares@ $47.83 avg price
VBRVanguard Index Fds
Recent Activity
Increased 0.28%
0.18%
$363,017
1,832 shares@ $198.16 avg price