Prime Buchholz

Prime Buchholz as of June 30, 2026

Portfolio Holdings for Prime Buchholz

Prime Buchholz holds 40 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Blackrock iShares MSCI Emerging Markets ex China ETF (EMXC) 11.0 $31M 300k 102.30
Vanguard Group Vanguard FTSE Developed Markets ETF (VEA) 10.8 $30M 419k 71.25
Vanguard Group Vanguard ESG International Stock ETF (VSGX) 9.4 $26M 318k 82.34
Vanguard Group Vanguard Extended Market ETF (VXF) 8.3 $23M 94k 246.21
Vanguard Group Vanguard Total International Stock ETF (VXUS) 7.8 $22M 252k 85.49
Vanguard Group Vanguard ESG U.S. Stock (ESGV) 6.5 $18M 136k 132.24
Vanguard Group Vanguard FTSE Emerging Markets ETF (VWO) 5.0 $14M 233k 59.69
Vanguard Group Vanguard Russell 1000 Growth ETF Fund (VONG) 3.7 $10M 81k 127.81
Blackrock iShares 0-5 Year TIPS Bond ETF (STIP) 3.5 $9.6M 94k 102.16
Vanguard Group Vanguard Russell 1000 Value ETF Fund (VONV) 3.2 $9.0M 85k 106.31
Ssim Spdr S&p 500 Etf (SPY) 3.2 $8.9M 12k 746.76
Blackrock iShares Edge MSCI Min Vol USA ETF Fund (USMV) 2.6 $7.2M 75k 96.46
Vanguard Group Vanguard Morningstar Growth ETF (VUG) 2.4 $6.7M 78k 86.14
Blackrock iShares Global REIT ETF (REET) 2.3 $6.5M 235k 27.62
Vanguard Group Vanguard Morningstar Large-Cap ETF (VV) 2.3 $6.4M 19k 343.91
Vanguard Group Vanguard S&P Small-Cap 600 Value ETF (VIOV) 2.3 $6.4M 54k 117.33
Blackrock iShares Russell 2000 Growth ETF (IWO) 1.9 $5.3M 14k 393.96
Vanguard Group Vanguard Intermediate-Term Treasury Index ETF (VGIT) 1.8 $5.1M 86k 58.98
Vanguard Group Vanguard S&P 500 ETF (VOO) 1.7 $4.7M 6.9k 686.81
Vanguard Group Vanguard Morningstar Total Stock Market ETF (VTI) 1.4 $3.8M 10k 370.04
Vanguard Group Vanguard Total World Stock ETF (VT) 1.1 $3.1M 20k 156.95
Vanguard Group Vanguard Total Bond Market ETF (BND) 1.0 $2.7M 37k 73.41
Vanguard Group Vanguard Real Estate ETF (VNQ) 0.9 $2.4M 25k 96.43
Ssim SPDR S&P Global Infrastructure ETF (GII) 0.8 $2.3M 30k 75.71
American Century Investments Avantis Responsible International Equity ETF (AVSD) 0.7 $2.0M 25k 79.88
Long Pond Capital Long Pond Real Estate Select ETF (LPRE) 0.6 $1.6M 55k 30.10
Blackrock iShares Global Clean Energy ETF (ICLN) 0.6 $1.6M 78k 20.49
Invesco Capital Management Invesco S&P 500 Equal Weight ETF (RSP) 0.5 $1.4M 6.7k 212.77
Invesco Capital Management Invesco QQQ Trust (QQQ) 0.4 $1.2M 1.6k 736.40
Blackrock iShares Russell 2000 ETF (IWM) 0.3 $902k 3.0k 300.45
Blackrock iShares North American Natural Res ETF (IGE) 0.3 $866k 15k 56.18
Blackrock iShares Russell 3000 ETF (IWV) 0.2 $685k 1.6k 426.40
Blackrock iShares Edge MSCI USA Quality Factor ETF (QUAL) 0.2 $680k 3.1k 219.43
Wisdom Tree WisdomTree US SmallCap Dividend (DES) 0.2 $604k 15k 40.68
Blackrock iShares Core S&P Mid-Cap ETF (IJH) 0.2 $538k 7.0k 77.12
Blackrock iShares Russell Mid-Cap ETF (IWR) 0.2 $519k 4.7k 110.32
Vanguard Group Vanguard FTSE Europe ETF (VGK) 0.1 $354k 4.0k 88.54
Dimensional Fund Advisors DFA Intl Sust Core 1 ETF (DFSI) 0.1 $307k 6.8k 45.10
Vanguard Group Vanguard Long-Term Corporate Bd ETF (VCLT) 0.1 $286k 3.8k 75.25
Blackrock iShares Gold Trust (IAU) 0.1 $227k 3.0k 75.51