Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BENCHMARK WEALTH MANAGEMENT LLC | 04-08-2024 | 03-31-2024 | 49 | 183,476,588 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $34,889,369 | 101,364 | 0.02 | 0.02 | -607 | -0.60 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2 | $30,389,125 | 251,171 | 0.02 | 0.02 | -478 | -0.19 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 3 | $23,064,972 | 317,568 | 0.01 | 0.01 | 22,917 | 7.78 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $16,653,768 | 34,645 | 0.01 | 0.01 | 38 | 0.11 | 03-31-2024 |
