Prime Buchholz

Prime Buchholz as of Dec. 31, 2024

Portfolio Holdings for Prime Buchholz

Prime Buchholz holds 31 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Group Vanguard Total World Stock ETF (V) (VT) 37.3 $114M 974k 117.48
Vanguard Group Vanguard Total Bond Market ETF (V) (BND) 9.1 $28M 389k 71.91
Vanguard Group Vanguard FTSE Developed Markets ETF (V) (VEA) 7.4 $23M 474k 47.82
Blackrock iShares 0-5 Year TIPS Bond ETF (V) (STIP) 5.7 $17M 173k 100.60
Vanguard Group Vanguard Large-Cap ETF (V) (VV) 4.0 $12M 46k 269.70
Vanguard Group Vanguard ESG International Stock ETF (V) (VSGX) 4.0 $12M 216k 56.70
Vanguard Group Vanguard FTSE Emerging Markets ETF (V) (VWO) 3.8 $12M 264k 44.04
Vanguard Group Vanguard Growth ETF (V) (VUG) 3.0 $9.3M 23k 410.44
Vanguard Group Vanguard Extended Market ETF (V) (VXF) 3.0 $9.2M 49k 189.98
Vanguard Group Vanguard Value ETF (V) (VTV) 2.8 $8.6M 51k 169.30
SSgA Spdr S&p 500 Etf (v) (SPY) 2.7 $8.3M 14k 586.06
Blackrock iShares Global REIT ETF (V) (REET) 2.5 $7.7M 319k 23.97
Blackrock iShares Core MSCI Total Intl Stk Fund (V) (IXUS) 2.0 $6.2M 93k 66.14
Blackrock iShares Core US Aggregate Bond ETF (V) (AGG) 1.9 $5.8M 60k 96.90
Blackrock iShares Core MSCI EAFE ETF (V) (IEFA) 1.9 $5.8M 82k 70.28
Blackrock iShares Russell Top 200 Growth (V) (IWY) 1.4 $4.4M 19k 235.27
Vanguard Group Vanguard S&P 500 ETF (V) (VOO) 0.9 $2.9M 5.3k 538.78
Vanguard Group Vanguard Total International Stock ETF (V) (VXUS) 0.8 $2.3M 39k 58.93
Blackrock iShares Core MSCI Emerging Markets ETF (V) (IEMG) 0.7 $2.0M 38k 52.22
SSgA SPDR S&P Global Infrastructure ETF (V) (GII) 0.6 $1.8M 31k 59.17
Vanguard Group Vanguard Real Estate ETF (V) (VNQ) 0.6 $1.8M 20k 89.08
Blackrock iShares Russell Top 200 Value (V) (IWX) 0.6 $1.8M 23k 79.03
Blackrock iShares Global Clean Energy ETF (ICLN) 0.6 $1.8M 158k 11.38
Blackrock iShares US Treasury Bond ETF (V) (GOVT) 0.6 $1.8M 76k 22.98
Blackrock iShares MBS ETF (V) (MBB) 0.5 $1.6M 18k 88.46
Vanguard Group Vanguard Small-Cap Growth ETF Fund (V) (VBK) 0.4 $1.1M 4.0k 280.03
Vanguard Group Vanguard Small-Cap Value ETF Fund (V) (VBR) 0.4 $1.1M 5.5k 198.17
Vanguard Group Vanguard Intermediate-Term Treasury Index ETF (V) (VGIT) 0.3 $1.0M 18k 58.00
Blackrock iShares North American Natural Res ETF (V) (IGE) 0.3 $866k 20k 42.73
Blackrock iShares Core S&P Mid-Cap ETF (V) (IJH) 0.2 $467k 7.5k 62.31
Vanguard Group Vanguard Short-Term Infl-Prot Secs ETF (V) (VTIP) 0.1 $345k 7.1k 48.42