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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
BNDVanguard Bd Index Fds
Recent Activity
Increased 2.07%
12.49%
$25.358M
352,642 shares@ $71.92 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.12%
10.04%
$20.394M
37,851 shares@ $538.81 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
VEUVanguard Intl Equity Index F
Recent Activity
Increased 4.95%
3.69%
$7.485M
130,372 shares@ $57.42 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 200.26%
3.21%
$6.505M
238,090 shares@ $27.33 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.05%
3.2%
$6.497M
33,178 shares@ $195.84 avg price
VOVanguard Index Fds
Recent Activity
Increased 0.23%
2.8%
$5.669M
21,465 shares@ $264.13 avg price