Von Berge Wealth Management Group

Latest statistics and disclosures from Von Berge Wealth Management Group's latest quarterly 13F-HR filing:

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Positions held by Von Berge Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Von Berge Wealth Management Group

Von Berge Wealth Management Group holds 66 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Mid Cap Etf (VO) 9.9 $13M 56k 229.43
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Vanguard World Mega Grwth Ind (MGK) 7.3 $9.5M +3% 37k 261.46
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Vanguard World Mega Cap Val Etf (MGV) 6.9 $9.0M +9% 83k 109.59
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 6.8 $8.8M -5% 264k 33.50
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Vanguard Index Fds Small Cp Etf (VB) 6.7 $8.7M -3% 42k 207.39
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Vanguard Index Fds Value Etf (VTV) 6.2 $8.0M -8% 54k 149.38
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Vanguard Index Fds Growth Etf (VUG) 5.7 $7.4M -7% 24k 312.77
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.0 $6.5M -8% 136k 47.57
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.3 $4.3M -12% 52k 83.58
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.5 $3.2M -15% 46k 69.76
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.4 $3.2M +9% 87k 36.71
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Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $3.1M +13% 13k 237.11
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.3 $2.9M -11% 40k 73.94
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Apple (AAPL) 2.3 $2.9M -4% 16k 185.92
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Vanguard Specialized Funds Div App Etf (VIG) 2.2 $2.9M +5% 17k 170.48
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $2.9M +15% 71k 40.41
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Visa Com Cl A (V) 1.9 $2.4M NEW 9.2k 264.18
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $1.8M -7% 40k 45.68
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Exxon Mobil Corporation (XOM) 1.3 $1.6M -6% 17k 99.95
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Meta Platforms Cl A (META) 1.2 $1.6M 4.3k 374.49
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Microsoft Corporation (MSFT) 1.2 $1.6M +18% 4.0k 388.51
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $1.5M -6% 3.4k 438.04
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.0 $1.3M -46% 55k 24.31
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Tesla Motors (TSLA) 1.0 $1.3M 5.9k 218.89
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $1.3M -6% 25k 50.93
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.9 $1.2M 4.3k 272.99
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.9 $1.2M 6.9k 167.51
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Nucor Corporation (NUE) 0.8 $1.1M 6.5k 168.89
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.1M +25% 18k 57.40
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.0M +12% 2.2k 476.76
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Nuveen Mun High Income Opp F (NMZ) 0.7 $968k NEW 99k 9.82
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Qualcomm (QCOM) 0.7 $909k -23% 6.5k 140.19
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.6 $751k NEW 28k 27.10
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $701k +2% 1.9k 363.62
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Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.5 $658k NEW 55k 11.87
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Home Depot (HD) 0.5 $619k 1.7k 355.68
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $590k 1.9k 305.56
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $537k 1.3k 409.69
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NVIDIA Corporation (NVDA) 0.4 $491k -3% 897.00 547.10
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.3 $430k NEW 16k 26.53
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Amazon (AMZN) 0.3 $429k -2% 2.8k 154.62
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Nuveen Insd Dividend Advantage (NVG) 0.3 $429k NEW 36k 11.91
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Costco Wholesale Corporation (COST) 0.3 $397k +30% 581.00 683.24
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $348k -12% 1.6k 215.67
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UnitedHealth (UNH) 0.2 $318k +7% 609.00 521.29
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Vanguard World Mega Cap Index (MGC) 0.2 $317k 1.9k 170.34
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Sempra Energy (SRE) 0.2 $310k 4.1k 75.40
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JPMorgan Chase & Co. (JPM) 0.2 $296k -55% 1.8k 169.05
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Union Pacific Corporation (UNP) 0.2 $292k 1.2k 237.71
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $285k -14% 2.0k 143.47
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Chevron Corporation (CVX) 0.2 $277k -3% 1.9k 147.27
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Blackrock Mun Income Tr Sh Ben Int (BFK) 0.2 $276k NEW 27k 10.08
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $271k -12% 3.5k 77.64
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $269k -10% 2.4k 111.47
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $253k 3.3k 76.52
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Procter & Gamble Company (PG) 0.2 $251k +3% 1.7k 150.64
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Corning Incorporated (GLW) 0.2 $236k 7.7k 30.60
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General Dynamics Corporation (GD) 0.2 $231k NEW 905.00 254.81
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Intel Corporation (INTC) 0.2 $230k NEW 4.9k 47.12
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $228k 972.00 234.15
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $226k -13% 2.6k 88.52
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $223k -15% 1.2k 193.16
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $216k NEW 1.2k 175.61
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $215k NEW 7.4k 28.97
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Boeing Company (BA) 0.2 $207k NEW 952.00 217.72
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $203k NEW 744.00 272.20
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Past Filings by Von Berge Wealth Management Group

SEC 13F filings are viewable for Von Berge Wealth Management Group going back to 2021