Prime Buchholz

Prime Buchholz as of June 30, 2025

Portfolio Holdings for Prime Buchholz

Prime Buchholz holds 23 positions in its portfolio as reported in the June 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) 39.3 $123M 958k 128.52
Vanguard Group Vanguard Total Bond Market ETF (BND) 9.2 $29M 389k 73.63
Vanguard Group Vanguard FTSE Developed Markets ETF (VEA) 8.2 $26M 449k 57.01
Vanguard Group Vanguard ESG U.S. Stock (ESGV) 7.1 $22M 201k 109.64
Blackrock iShares MSCI Emerging Markets ex China ETF (EMXC) 6.4 $20M 319k 63.14
Vanguard Group Vanguard ESG International Stock ETF (VSGX) 5.5 $17M 261k 65.50
Vanguard Group Vanguard FTSE Emerging Markets ETF (VWO) 4.2 $13M 264k 49.46
Vanguard Group Vanguard Large-Cap ETF (VV) 4.1 $13M 45k 285.30
Vanguard Group Vanguard Extended Market ETF (VXF) 3.0 $9.3M 49k 192.71
Blackrock iShares 0-5 Year TIPS Bond ETF (STIP) 2.9 $9.0M 87k 102.91
Blackrock iShares Global REIT ETF (REET) 1.9 $5.8M 235k 24.70
Vanguard Group Vanguard Total International Stock ETF (VXUS) 1.8 $5.6M 82k 69.09
Vanguard Group Vanguard Intermediate-Term Treasury Index ETF (VGIT) 1.3 $4.0M 67k 59.81
Blackrock iShares Russell Top 200 Growth (IWY) 1.3 $3.9M 16k 246.51
Vanguard Group Vanguard S&P 500 ETF (VOO) 1.0 $3.1M 5.5k 568.00
Blackrock iShares Global Clean Energy ETF (ICLN) 0.7 $2.1M 159k 13.11
SSgA SPDR S&P Global Infrastructure ETF (GII) 0.7 $2.1M 31k 67.33
Blackrock iShares Russell Top 200 Value (IWX) 0.6 $1.9M 23k 84.19
Vanguard Group Vanguard Real Estate ETF (VNQ) 0.6 $1.8M 20k 89.06
Blackrock iShares North American Natural Res ETF (IGE) 0.3 $896k 20k 44.25
Blackrock iShares Core S&P Mid-Cap ETF (IJH) 0.1 $467k 7.5k 62.02
Vanguard Group Vanguard Short-Term Infl-Prot Secs ETF (VTIP) 0.1 $359k 7.1k 50.27
Dimensional Fund Advisors DFA Intl Sust Core 1 ETF (DFSI) 0.1 $269k 6.8k 39.41