Benchmark Financial Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BF Benchmark Financial Wealth Advisors, LLC | Institutional Filer | ▲ 3.64% | $361.1M | 133 |
Current Portfolio Holdings
Showing all 133 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | — | 1.1M | $26.5M | 7.34% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 40K | $26.2M | 7.26% |
| 3 | VTI | VANGUARD INDEX FDS | — | 80K | $25.7M | 7.11% |
| 4 | DBND | DOUBLELINE ETF TRUST | — | 522K | $23.9M | 6.62% |
| 5 | ITOT | ISHARES TR | — | 120K | $17.0M | 4.72% |
| 6 | IVV | ISHARES TR | — | 19K | $12.7M | 3.52% |
| 7 | COWZ | PACER FDS TR | — | 193K | $12.1M | 3.34% |
| 8 | MUNI | PIMCO ETF TR | — | 227K | $11.8M | 3.27% |
| 9 | NVDA | NVIDIA Corporation | Technology | 66K | $11.5M | 3.20% |
| 10 | IWY | ISHARES TR | — | 41K | $10.2M | 2.82% |
| 11 | SCHD | SCHWAB STRATEGIC TR | — | 309K | $9.5M | 2.63% |
| 12 | DBEF | DBX ETF TR | — | 189K | $9.3M | 2.58% |
| 13 | IJR | ISHARES TR | — | 74K | $9.2M | 2.55% |
| 14 | LVHI | LEGG MASON ETF INVT | — | 206K | $8.3M | 2.31% |
| 15 | AAPL | Apple Inc. | Technology | 31K | $7.9M | 2.18% |
Showing 1 to 15 of 133 holdings