BENCHMARK FINANCIAL WEALTH ADVISORS, LLC Holdings

BENCHMARK FINANCIAL WEALTH ADVISORS, LLC is an investment fund managing more than 169.99M US dollars. The largest holdings include Vanguard Total Stock Market Index Fund, iShares Core S&P Total U.S. Stock Market ETF and Schwab International Equity ETF. In Q3 2022 the fund bought assets of total value of 12.78M US dollars and sold assets of total value of 38.27M US dollars.

$169.99M

portfolio value

-19.09%

quarter

-71.94%

1 year

-101.64%

3 years

BENCHMARK FINANCIAL WEALTH ADVISORS, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q4 2018	11938000	11708000
Q1 2019	14067000	882000
Q2 2019	7147000	436000
Q3 2019	10053000	10487000
Q4 2019	18037000	791000
Q1 2020	577000	21546000
Q2 2020	51292000	14800000
Q3 2020	18129000	1317000
Q4 2020	20118000	6640000
Q1 2021	9000000	7664000
Q2 2021	25951000	156000
Q3 2021	11845000	10966000
Q4 2021	34130000	4785000
Q1 2022	21364000	24971000
Q2 2022	9994000	49812000
Q3 2022	12780000	38267000

BENCHMARK FINANCIAL WEALTH ADVISORS, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 14.24% Portfolio value: 24.2M Avg. open price: $149.78 Current price: $203.99 P/L: +36.19% Bought +4.97% shares Q3 2022	share	14.24%	24.2M	$149.78	$203.99	+36.19%	Bought +4.97% shares Q3 2022
iShares Core S&P Total U.S. Stock Market ETF Portfolio share: 9.79% Portfolio value: 16.64M Avg. open price: $68.43 Current price: $90.37 P/L: +32.06% Sold -1.97% shares Q3 2022	share	9.79%	16.64M	$68.43	$90.37	+32.06%	Sold -1.97% shares Q3 2022
Schwab International Equity ETF Portfolio share: 7.36% Portfolio value: 12.50M Avg. open price: $32.7 Current price: $33.85 P/L: +3.51% Bought +170.96% shares Q3 2022	share	7.36%	12.50M	$32.7	$33.85	+3.51%	Bought +170.96% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 6.25% Portfolio value: 10.62M Avg. open price: $67.4 Current price: $102.13 P/L: +51.52% Sold -1.31% shares Q3 2022	share	6.25%	10.62M	$67.4	$102.13	+51.52%	Sold -1.31% shares Q3 2022
PROSHARES TR Portfolio share: 6.18% Portfolio value: 10.49M Avg. open price: N/A Current price: N/A P/L: N/A Sold -10.48% shares Q3 2022	share	6.18%	10.49M	N/A	N/A	N/A	Sold -10.48% shares Q3 2022
Vanguard High Dividend Yield Index Fund Portfolio share: 6.09% Portfolio value: 10.36M Avg. open price: $102.45 Current price: $113 P/L: +10.30% Sold -7.63% shares Q3 2022	share	6.09%	10.36M	$102.45	$113	+10.30%	Sold -7.63% shares Q3 2022
Vanguard FTSE All-World ex-US Index Fund Portfolio share: 4.27% Portfolio value: 7.26M Avg. open price: $47.02 Current price: $52.21 P/L: +11.04% Sold -8.25% shares Q3 2022	share	4.27%	7.26M	$47.02	$52.21	+11.04%	Sold -8.25% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 3.91% Portfolio value: 6.64M Avg. open price: $412.7 Current price: $406.91 P/L: -1.40% Bought +73.00% shares Q3 2022	share	3.91%	6.64M	$412.7	$406.91	-1.40%	Bought +73.00% shares Q3 2022
Health Care Select Sector SPDR Fund Portfolio share: 3.88% Portfolio value: 6.59M Avg. open price: $125.65 Current price: $139.78 P/L: +11.25% Bought +2.76% shares Q3 2022	share	3.88%	6.59M	$125.65	$139.78	+11.25%	Bought +2.76% shares Q3 2022
Vanguard Mid Cap Index Fund Portfolio share: 3.69% Portfolio value: 6.27M Avg. open price: $221.79 Current price: $216.85 P/L: -2.23% Bought +1.08% shares Q3 2022	share	3.69%	6.27M	$221.79	$216.85	-2.23%	Bought +1.08% shares Q3 2022
iShares Russell 2000 ETF Portfolio share: 3.17% Portfolio value: 5.38M Avg. open price: $158.46 Current price: $188.05 P/L: +18.67% Bought +2.80% shares Q3 2022	share	3.17%	5.38M	$158.46	$188.05	+18.67%	Bought +2.80% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 3.10% Portfolio value: 5.27M Avg. open price: $75.25 Current price: $147.81 P/L: +96.44% Sold -1.26% shares Q3 2022	share	3.10%	5.27M	$75.25	$147.81	+96.44%	Sold -1.26% shares Q3 2022
iShares Core S&P U.S. Growth ETF Portfolio share: 2.83% Portfolio value: 4.81M Avg. open price: $62.61 Current price: $88.32 P/L: +41.07% Sold -9.44% shares Q3 2022	share	2.83%	4.81M	$62.61	$88.32	+41.07%	Sold -9.44% shares Q3 2022
WisdomTree Floating Rate Treasury Fund Portfolio share: 2.16% Portfolio value: 3.66M Avg. open price: N/A Current price: $50.27 P/L: N/A Sold -15.59% shares Q3 2022	share	2.16%	3.66M	N/A	$50.27	N/A	Sold -15.59% shares Q3 2022
SPDR S&P MIDCAP 400 ETF Trust Portfolio share: 2.15% Portfolio value: 3.65M Avg. open price: $475.54 Current price: $470.1 P/L: -1.14% Bought +5.29% shares Q3 2022	share	2.15%	3.65M	$475.54	$470.1	-1.14%	Bought +5.29% shares Q3 2022
iShares Core S&P Mid-Cap ETF Portfolio share: 1.97% Portfolio value: 3.35M Avg. open price: $185.03 Current price: $257 P/L: +38.90% Bought +4.69% shares Q3 2022	share	1.97%	3.35M	$185.03	$257	+38.90%	Bought +4.69% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 1.53% Portfolio value: 2.59M Avg. open price: $3,113.37 Current price: $94.13 P/L: -96.98% Sold -5.31% shares Q3 2022	share	1.53%	2.59M	$3,113.37	$94.13	-96.98%	Sold -5.31% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 1.41% Portfolio value: 2.39M Avg. open price: $180.71 Current price: $255.02 P/L: +41.12% Bought +5.53% shares Q3 2022	share	1.41%	2.39M	$180.71	$255.02	+41.12%	Bought +5.53% shares Q3 2022
VanEck Vectors Morningstar Wide Moat ETF Portfolio share: 1.33% Portfolio value: 2.25M Avg. open price: $63.73 Current price: $69.49 P/L: +9.04% Bought +6.99% shares Q3 2022	share	1.33%	2.25M	$63.73	$69.49	+9.04%	Bought +6.99% shares Q3 2022
iShares Core High Dividend ETF Portfolio share: 1.06% Portfolio value: 1.79M Avg. open price: $100.43 Current price: $108.09 P/L: +7.63% Bought +494.50% shares Q3 2022	share	1.06%	1.79M	$100.43	$108.09	+7.63%	Bought +494.50% shares Q3 2022
Invesco S&P 500 Equal Weight ETF Portfolio share: 0.86% Portfolio value: 1.46M Avg. open price: N/A Current price: $148.94 P/L: N/A Sold -58.19% shares Q3 2022	share	0.86%	1.46M	N/A	$148.94	N/A	Sold -58.19% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.75% Portfolio value: 1.27M Avg. open price: $2,443.96 Current price: $100.44 P/L: -95.89% Sold -2.39% shares Q3 2022	share	0.75%	1.27M	$2,443.96	$100.44	-95.89%	Sold -2.39% shares Q3 2022
iShares MSCI USA Equal Weighted ETF Portfolio share: 0.74% Portfolio value: 1.25M Avg. open price: $78.55 Current price: $77.35 P/L: -1.52% Sold -37.80% shares Q3 2022	share	0.74%	1.25M	$78.55	$77.35	-1.52%	Sold -37.80% shares Q3 2022
Lodging Marriott International, Inc. Portfolio share: 0.69% Portfolio value: 1.17M Avg. open price: $91.38 Current price: $165.63 P/L: +81.26% Sold -3.19% shares Q3 2022	share	0.69%	1.17M	$91.38	$165.63	+81.26%	Sold -3.19% shares Q3 2022
Drug Manufacturers—General Bristol-Myers Squibb Company Portfolio share: 0.63% Portfolio value: 1.07M Avg. open price: $71.97 Current price: $81.13 P/L: +12.72% Bought +4.25% shares Q3 2022	share	0.63%	1.07M	$71.97	$81.13	+12.72%	Bought +4.25% shares Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.56% Portfolio value: 955K Avg. open price: $75.81 Current price: $168.76 P/L: +122.61% Bought +6.78% shares Q3 2022	share	0.56%	955K	$75.81	$168.76	+122.61%	Bought +6.78% shares Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 0.56% Portfolio value: 944K Avg. open price: $222.45 Current price: $232.34 P/L: +4.45% Bought +101.75% shares Q3 2022	share	0.56%	944K	$222.45	$232.34	+4.45%	Bought +101.75% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 0.48% Portfolio value: 820K Avg. open price: $297.8 Current price: $408.71 P/L: +37.25% Sold -5.38% shares Q3 2022	share	0.48%	820K	$297.8	$408.71	+37.25%	Sold -5.38% shares Q3 2022
iShares Core MSCI Total International Stock ETF Portfolio share: 0.47% Portfolio value: 793K Avg. open price: $60.2 Current price: $60.03 P/L: -0.28% Sold -89.64% shares Q3 2022	share	0.47%	793K	$60.2	$60.03	-0.28%	Sold -89.64% shares Q3 2022
Technology Select Sector SPDR Fund Portfolio share: 0.40% Portfolio value: 687K Avg. open price: $92.83 Current price: $135.36 P/L: +45.82% Sold -11.58% shares Q3 2022	share	0.40%	687K	$92.83	$135.36	+45.82%	Sold -11.58% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.40% Portfolio value: 679K Avg. open price: $315.6 Current price: $327.99 P/L: +3.93% Bought +1.28% shares Q3 2022	share	0.40%	679K	$315.6	$327.99	+3.93%	Bought +1.28% shares Q3 2022
Rental & Leasing Services FlexShopper, Inc. Portfolio share: 0.36% Portfolio value: 605K Avg. open price: $1.33 Current price: $1.12 P/L: -16.30% Sold -4.26% shares Q2 2022	share	0.36%	605K	$1.33	$1.12	-16.30%	Sold -4.26% shares Q2 2022
iShares Core S&P U.S. Value ETF Portfolio share: 0.32% Portfolio value: 540K Avg. open price: $47.82 Current price: $73.91 P/L: +54.55% Bought +0.20% shares Q3 2022	share	0.32%	540K	$47.82	$73.91	+54.55%	Bought +0.20% shares Q3 2022
iShares Russell 1000 Value ETF Portfolio share: 0.30% Portfolio value: 508K Avg. open price: $149.17 Current price: $158.85 P/L: +6.49% Bought +5.54% shares Q3 2022	share	0.30%	508K	$149.17	$158.85	+6.49%	Bought +5.54% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 0.29% Portfolio value: 491K Avg. open price: $167.37 Current price: $217.66 P/L: +30.05% Sold -3.76% shares Q3 2022	share	0.29%	491K	$167.37	$217.66	+30.05%	Sold -3.76% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 0.26% Portfolio value: 440K Avg. open price: $307.41 Current price: $494.53 P/L: +60.87% Sold -0.11% shares Q3 2022	share	0.26%	440K	$307.41	$494.53	+60.87%	Sold -0.11% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.26% Portfolio value: 436K Avg. open price: $265.69 Current price: $292.55 P/L: +10.11% N/A Q3 2022	share	0.26%	436K	$265.69	$292.55	+10.11%	N/A Q3 2022
Waste Management Waste Management, Inc. Portfolio share: 0.25% Portfolio value: 424K Avg. open price: $154.11 Current price: $169.81 P/L: +10.19% Bought +22.55% shares Q3 2022	share	0.25%	424K	$154.11	$169.81	+10.19%	Bought +22.55% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.25% Portfolio value: 423K Avg. open price: $222.36 Current price: $123.49 P/L: -44.46% Sold -25.80% shares Q3 2022	share	0.25%	423K	$222.36	$123.49	-44.46%	Sold -25.80% shares Q3 2022
Banks—Diversified Bank of America Corporation Portfolio share: 0.25% Portfolio value: 421K Avg. open price: $42.23 Current price: $36.08 P/L: -14.56% Bought +9.97% shares Q3 2022	share	0.25%	421K	$42.23	$36.08	-14.56%	Bought +9.97% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.22% Portfolio value: 377K Avg. open price: N/A Current price: $158.71 P/L: N/A N/A Q3 2022	share	0.22%	377K	N/A	$158.71	N/A	N/A Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 0.22% Portfolio value: 376K Avg. open price: $456.98 Current price: $536.16 P/L: +17.33% Bought +36.01% shares Q3 2022	share	0.22%	376K	$456.98	$536.16	+17.33%	Bought +36.01% shares Q3 2022
iShares Core Dividend Growth ETF Portfolio share: 0.22% Portfolio value: 367K Avg. open price: $47.64 Current price: $52.23 P/L: +9.63% Bought +0.35% shares Q3 2022	share	0.22%	367K	$47.64	$52.23	+9.63%	Bought +0.35% shares Q3 2022
Asset Management Blackstone Inc. Portfolio share: 0.21% Portfolio value: 365K Avg. open price: $100.4 Current price: $85.16 P/L: -15.18% Bought +6.86% shares Q3 2022	share	0.21%	365K	$100.4	$85.16	-15.18%	Bought +6.86% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.21% Portfolio value: 351K Avg. open price: N/A Current price: N/A P/L: N/A Bought +23.92% shares Q3 2022	share	0.21%	351K	N/A	N/A	N/A	Bought +23.92% shares Q3 2022
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 0.20% Portfolio value: 345K Avg. open price: $59.57 Current price: $64.35 P/L: +8.02% Bought +30.15% shares Q3 2022	share	0.20%	345K	$59.57	$64.35	+8.02%	Bought +30.15% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.20% Portfolio value: 344K Avg. open price: $43.97 Current price: $50.91 P/L: +15.78% Bought +6.06% shares Q3 2022	share	0.20%	344K	$43.97	$50.91	+15.78%	Bought +6.06% shares Q3 2022
iShares 1-3 Year Treasury Bond ETF Portfolio share: 0.20% Portfolio value: 342K Avg. open price: $83.35 Current price: $81.41 P/L: -2.33% Sold -97.85% shares Q3 2022	share	0.20%	342K	$83.35	$81.41	-2.33%	Sold -97.85% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.20% Portfolio value: 336K Avg. open price: $349.8 Current price: $374 P/L: +6.92% Sold -13.15% shares Q3 2022	share	0.20%	336K	$349.8	$374	+6.92%	Sold -13.15% shares Q3 2022
Discount Stores Walmart Inc. Portfolio share: 0.19% Portfolio value: 326K Avg. open price: $140.69 Current price: $153.22 P/L: +8.91% Bought +9.03% shares Q3 2022	share	0.19%	326K	$140.69	$153.22	+8.91%	Bought +9.03% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.18% Portfolio value: 313K Avg. open price: $171.56 Current price: $178.88 P/L: +4.27% Sold -15.83% shares Q3 2022	share	0.18%	313K	$171.56	$178.88	+4.27%	Sold -15.83% shares Q3 2022
Vanguard Value Index Fund Portfolio share: 0.17% Portfolio value: 294K Avg. open price: $108.43 Current price: $146 P/L: +34.65% Bought +0.63% shares Q3 2022	share	0.17%	294K	$108.43	$146	+34.65%	Bought +0.63% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.17% Portfolio value: 285K Avg. open price: $2,458.99 Current price: $100.83 P/L: -95.90% Bought +15.82% shares Q3 2022	share	0.17%	285K	$2,458.99	$100.83	-95.90%	Bought +15.82% shares Q3 2022
Banks—Diversified Wells Fargo & Company Portfolio share: 0.16% Portfolio value: 278K Avg. open price: $44.41 Current price: $45.94 P/L: +3.45% Bought +6.80% shares Q3 2022	share	0.16%	278K	$44.41	$45.94	+3.45%	Bought +6.80% shares Q3 2022
Information Technology Services International Business Machines Corporation Portfolio share: 0.16% Portfolio value: 274K Avg. open price: $124.29 Current price: $148.67 P/L: +19.61% Bought +4.29% shares Q3 2022	share	0.16%	274K	$124.29	$148.67	+19.61%	Bought +4.29% shares Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.16% Portfolio value: 265K Avg. open price: $91.17 Current price: $110.04 P/L: +20.70% Bought +36.25% shares Q3 2022	share	0.16%	265K	$91.17	$110.04	+20.70%	Bought +36.25% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.15% Portfolio value: 261K Avg. open price: N/A Current price: $194.86 P/L: N/A N/A Q3 2022	share	0.15%	261K	N/A	$194.86	N/A	N/A Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.15% Portfolio value: 251K Avg. open price: $126.73 Current price: $99.43 P/L: -21.54% Bought +15.08% shares Q3 2022	share	0.15%	251K	$126.73	$99.43	-21.54%	Bought +15.08% shares Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 0.15% Portfolio value: 247K Avg. open price: $40.8 Current price: $43.74 P/L: +7.21% Bought +13.68% shares Q3 2022	share	0.15%	247K	$40.8	$43.74	+7.21%	Bought +13.68% shares Q3 2022
Semiconductors QUALCOMM Incorporated Portfolio share: 0.13% Portfolio value: 227K Avg. open price: $140.19 Current price: $125.66 P/L: -10.37% Bought +12.36% shares Q3 2022	share	0.13%	227K	$140.19	$125.66	-10.37%	Bought +12.36% shares Q3 2022
Electronic Components Corning Incorporated Portfolio share: 0.13% Portfolio value: 225K Avg. open price: $33.52 Current price: $34 P/L: +1.44% Bought +7.95% shares Q3 2022	share	0.13%	225K	$33.52	$34	+1.44%	Bought +7.95% shares Q3 2022
Auto Manufacturers Ferrari N.V. Portfolio share: 0.13% Portfolio value: 220K Avg. open price: $183.48 Current price: $226.58 P/L: +23.49% Bought +8.87% shares Q3 2022	share	0.13%	220K	$183.48	$226.58	+23.49%	Bought +8.87% shares Q3 2022
Diagnostics & Research Danaher Corporation Portfolio share: 0.13% Portfolio value: 220K Avg. open price: N/A Current price: $274.23 P/L: N/A N/A Q3 2022	share	0.13%	220K	N/A	$274.23	N/A	N/A Q3 2022
Insurance—Diversified American International Group, Inc. Portfolio share: 0.13% Portfolio value: 218K Avg. open price: $51.13 Current price: $62.75 P/L: +22.73% Bought +3.63% shares Q3 2022	share	0.13%	218K	$51.13	$62.75	+22.73%	Bought +3.63% shares Q3 2022
Leisure F45 Training Holdings Inc. Portfolio share: 0.13% Portfolio value: 215K Avg. open price: N/A Current price: $2.64 P/L: N/A N/A Q2 2022	share	0.13%	215K	N/A	$2.64	N/A	N/A Q2 2022
Aerospace & Defense The Boeing Company Portfolio share: 0.13% Portfolio value: 215K Avg. open price: $211.14 Current price: $182.87 P/L: -13.39% Bought +1.49% shares Q3 2022	share	0.13%	215K	$211.14	$182.87	-13.39%	Bought +1.49% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.13% Portfolio value: 213K Avg. open price: N/A Current price: $135.16 P/L: N/A Sold -2.58% shares Q3 2022	share	0.13%	213K	N/A	$135.16	N/A	Sold -2.58% shares Q3 2022
Diagnostics & Research OPKO Health, Inc. Portfolio share: 0.01% Portfolio value: 20K Avg. open price: $3.5 Current price: $1.47 P/L: -57.98% Sold -75.28% shares Q3 2022	share	0.01%	20K	$3.5	$1.47	-57.98%	Sold -75.28% shares Q3 2022
ISHARES TR Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
Asset Management Blackrock Municipal 2030 Target Term Trust Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $21.52 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$21.52	N/A	Sold -100.00% shares Q3 2022
Building Products & Equipment Alpha Pro Tech, Ltd. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $17.7 Current price: $4.08 P/L: -76.97% Sold -100.00% shares Q3 2022	share	0.00%	0	$17.7	$4.08	-76.97%	Sold -100.00% shares Q3 2022
Direxion Daily 7-10 Year Treasury Bear 3X Shares Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $12.34 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$12.34	N/A	Sold -100.00% shares Q3 2022
ProShares UltraPro Short 20+ Year Treasury Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $63.31 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$63.31	N/A	Sold -100.00% shares Q3 2022
Entertainment Netflix, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $368.78 Current price: $320.41 P/L: -13.12% Sold -100.00% shares Q3 2022	share	0.00%	0	$368.78	$320.41	-13.12%	Sold -100.00% shares Q3 2022
J P MORGAN EXCHANGE TRADED F Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
iShares Exponential Technologies ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $39.29 Current price: $51.48 P/L: +31.02% Sold -100.00% shares Q3 2022	share	0.00%	0	$39.29	$51.48	+31.02%	Sold -100.00% shares Q3 2022

Showing TOP 76 BENCHMARK FINANCIAL WEALTH ADVISORS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of BENCHMARK FINANCIAL WEALTH ADVISORS, LLC?

The biggest position of the BENCHMARK FINANCIAL WEALTH ADVISORS, LLC is Vanguard Total Stock Market Index Fund (VTI) with 14.24% portfolio share worth of 24.2M US dollars.

Top 5 BENCHMARK FINANCIAL WEALTH ADVISORS's holdings represent 43.81% of the portfolio:

Vanguard Total Stock Market Index Fund (VTI) – 14.24%
iShares Core S&P Total U.S. Stock Market ETF (ITOT) – 9.79%
Schwab International Equity ETF (SCHF) – 7.36%
iShares Core S&P Small-Cap ETF (IJR) – 6.25%
PROSHARES TR () – 6.18%

Who is the portfolio manager of BENCHMARK FINANCIAL WEALTH ADVISORS, LLC?

The portfolio manager of the BENCHMARK FINANCIAL WEALTH ADVISORS, LLC is .

What is the total asset value of the BENCHMARK FINANCIAL WEALTH ADVISORS, LLC portfolio?

BENCHMARK FINANCIAL WEALTH ADVISORS, LLC total asset value (portfolio value) is 169.99M US dollars.

Who is ?

is the portfolio manager of the BENCHMARK FINANCIAL WEALTH ADVISORS, LLC.

What is (BENCHMARK FINANCIAL WEALTH ADVISORS, LLC) fund performance?

BENCHMARK FINANCIAL WEALTH ADVISORS's quarterly performance is -19.09%, annualy -71.94%. In the past 3 years, the value of 's portfolio has decreased by -102%.

What is the BENCHMARK FINANCIAL WEALTH ADVISORS, LLC CIK?

BENCHMARK FINANCIAL WEALTH ADVISORS's Central Index Key is 0001757706 .