Prime Buchholz

Prime Buchholz as of March 31, 2025

Portfolio Holdings for Prime Buchholz

Prime Buchholz holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Group Vanguard Total World Stock ETF (VT) 39.4 $113M 974k 115.95
Vanguard Group Vanguard Total Bond Market ETF (BND) 10.0 $29M 389k 73.45
Vanguard Group Vanguard FTSE Developed Markets ETF (VEA) 8.2 $23M 459k 50.83
Blackrock iShares 0-5 Year TIPS Bond ETF (STIP) 7.1 $20M 197k 103.47
Blackrock iShares MSCI Emerging Markets ex China ETF (EMXC) 6.1 $18M 319k 55.09
Vanguard Group Vanguard ESG International Stock ETF (VSGX) 4.5 $13M 217k 58.98
Vanguard Group Vanguard FTSE Emerging Markets ETF (VWO) 4.2 $12M 264k 45.26
Vanguard Group Vanguard ESG U.S. Stock (ESGV) 4.0 $12M 118k 97.95
Vanguard Group Vanguard Large-Cap ETF (VV) 4.0 $11M 45k 257.03
Vanguard Group Vanguard Extended Market ETF (VXF) 2.9 $8.4M 49k 172.26
Blackrock iShares Global REIT ETF (REET) 2.7 $7.7M 319k 24.26
Blackrock iShares Russell Top 200 Growth (IWY) 1.4 $4.0M 19k 210.94
Vanguard Group Vanguard S&P 500 ETF (VOO) 1.0 $2.8M 5.4k 513.90
Vanguard Group Vanguard Total International Stock ETF (VXUS) 0.8 $2.3M 38k 62.10
SSgA SPDR S&P Global Infrastructure ETF (GII) 0.7 $1.9M 31k 62.00
Blackrock iShares Russell Top 200 Value (IWX) 0.7 $1.9M 23k 82.18
Vanguard Group Vanguard Real Estate ETF (VNQ) 0.6 $1.8M 20k 90.54
Blackrock iShares Global Clean Energy ETF (ICLN) 0.6 $1.8M 158k 11.42
Vanguard Group Vanguard Intermediate-Term Treasury Index ETF (VGIT) 0.4 $1.1M 18k 59.40
Blackrock iShares North American Natural Res ETF (IGE) 0.3 $921k 20k 45.47
Blackrock iShares Core S&P Mid-Cap ETF (IJH) 0.2 $438k 7.5k 58.35
Blackrock iShares Core MSCI Emerging Markets ETF (IEMG) 0.1 $384k 7.1k 53.97
Vanguard Group Vanguard Short-Term Infl-Prot Secs ETF (VTIP) 0.1 $355k 7.1k 49.90