Von Berge Wealth Management Group

Von Berge Wealth Management Group as of Dec. 31, 2021

Portfolio Holdings for Von Berge Wealth Management Group

Von Berge Wealth Management Group holds 61 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Mid Cap Etf (VO) 10.3 $11M 48k 234.69
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 8.5 $9.3M 282k 32.85
Vanguard Index Fds Value Etf (VTV) 8.0 $8.7M 60k 145.53
Vanguard Index Fds Small Cp Etf (VB) 7.3 $7.9M 38k 208.21
Vanguard Index Fds Growth Etf (VUG) 6.9 $7.6M 26k 290.71
Vanguard World Mega Grwth Ind (MGK) 4.9 $5.3M 23k 238.20
Vanguard World Mega Cap Val Etf (MGV) 4.3 $4.7M 44k 105.82
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.5 $3.8M 25k 149.13
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.3 $3.6M 73k 49.08
Apple (AAPL) 3.3 $3.5M 20k 174.77
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.1 $3.4M 47k 71.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $2.8M 57k 49.68
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.2 $2.4M 32k 74.70
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $2.4M 15k 162.70
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $2.4M 11k 226.77
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.1 $2.3M 37k 61.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.1 $2.3M 60k 37.54
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.5 $1.7M 56k 29.95
Exxon Mobil Corporation (XOM) 1.4 $1.5M 20k 75.96
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $1.5M 16k 93.27
Qualcomm (QCOM) 1.4 $1.5M 8.4k 175.74
Tesla Motors (TSLA) 1.2 $1.3M 1.4k 936.77
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.0 $1.1M 4.1k 276.39
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.0 $1.1M 7.3k 148.74
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.0 $1.1M 12k 90.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.0M 2.5k 413.49
Microsoft Corporation (MSFT) 0.9 $995k 3.2k 310.94
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $871k 11k 80.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $855k 1.9k 450.00
Meta Platforms Cl A (META) 0.7 $725k 2.3k 313.50
Nucor Corporation (NUE) 0.6 $656k 6.5k 101.39
Home Depot (HD) 0.6 $637k 1.7k 366.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $563k 1.8k 312.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $550k 1.5k 363.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $539k 1.9k 279.27
Pfizer (PFE) 0.4 $418k 7.9k 52.66
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $379k 1.7k 221.51
Amazon (AMZN) 0.3 $356k 119.00 2991.60
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $324k 2.2k 146.08
Verizon Communications (VZ) 0.3 $313k 5.9k 53.27
Union Pacific Corporation (UNP) 0.3 $300k 1.2k 244.30
Vanguard World Mega Cap Index (MGC) 0.3 $289k 1.8k 159.23
Bank of America Corporation (BAC) 0.3 $288k 6.2k 46.17
UnitedHealth (UNH) 0.3 $287k 607.00 472.82
Corning Incorporated (GLW) 0.3 $286k 6.8k 42.04
Sempra Energy (SRE) 0.3 $277k 2.0k 138.29
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $264k 5.4k 48.74
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $263k 1.0k 261.95
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $262k 1.1k 245.55
Chevron Corporation (CVX) 0.2 $257k 2.0k 131.46
Procter & Gamble Company (PG) 0.2 $255k 1.6k 160.48
Ishares Tr Russell 2000 Etf (IWM) 0.2 $253k 1.3k 201.27
NVIDIA Corporation (NVDA) 0.2 $250k 1.0k 244.62
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $245k 2.3k 106.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $239k 2.2k 107.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $233k 1.4k 170.82
JPMorgan Chase & Co. (JPM) 0.2 $226k 1.5k 148.68
Costco Wholesale Corporation (COST) 0.2 $225k 446.00 504.48
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $222k 2.9k 76.90
Horizon Therapeutics Pub L SHS 0.2 $209k 2.2k 93.39
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $201k 3.8k 53.36