Von Berge Wealth Management Group

Von Berge Wealth Management Group as of March 31, 2022

Portfolio Holdings for Von Berge Wealth Management Group

Von Berge Wealth Management Group holds 65 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Mid Cap Etf (VO) 10.6 $12M 50k 232.92
Vanguard Index Fds Value Etf (VTV) 8.2 $9.0M 61k 148.04
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 8.2 $9.0M 283k 31.82
Vanguard Index Fds Small Cp Etf (VB) 7.4 $8.2M 39k 207.74
Vanguard Index Fds Growth Etf (VUG) 6.6 $7.2M 27k 270.21
Vanguard World Mega Grwth Ind (MGK) 4.7 $5.2M 24k 220.13
Vanguard World Mega Cap Val Etf (MGV) 4.7 $5.1M 48k 107.39
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.4 $3.8M 80k 47.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.3 $3.6M 52k 70.20
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.1 $3.4M 48k 70.95
Apple (AAPL) 2.9 $3.2M 19k 165.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $2.9M 64k 45.45
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.2 $2.5M 33k 74.49
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $2.4M 15k 159.85
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $2.3M 11k 220.70
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.0 $2.2M 38k 58.56
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.0 $2.1M 60k 35.89
Exxon Mobil Corporation (XOM) 1.6 $1.7M 20k 87.83
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.4 $1.5M 56k 27.42
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $1.5M 33k 46.12
Tesla Motors (TSLA) 1.2 $1.4M 1.4k 984.75
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.0 $1.1M 4.3k 259.02
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.0 $1.1M 7.3k 150.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.1M 2.7k 402.64
Qualcomm (QCOM) 1.0 $1.1M 7.9k 136.89
Nucor Corporation (NUE) 1.0 $1.1M 6.5k 165.38
Microsoft Corporation (MSFT) 0.8 $895k 3.2k 279.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $832k 1.9k 437.66
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $783k 10k 77.42
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $693k 8.3k 83.23
Meta Platforms Cl A (META) 0.6 $691k 3.3k 210.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $669k 1.9k 344.14
Home Depot (HD) 0.5 $529k 1.7k 304.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $522k 1.5k 338.30
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $505k 1.9k 261.66
Pfizer (PFE) 0.4 $423k 8.0k 53.08
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $366k 1.7k 213.91
Amazon (AMZN) 0.3 $361k 119.00 3033.61
Sempra Energy (SRE) 0.3 $343k 2.0k 171.24
Chevron Corporation (CVX) 0.3 $335k 2.0k 171.36
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $331k 2.2k 149.23
UnitedHealth (UNH) 0.3 $325k 608.00 534.54
JPMorgan Chase & Co. (JPM) 0.3 $318k 2.5k 126.19
Verizon Communications (VZ) 0.3 $317k 5.9k 53.84
Union Pacific Corporation (UNP) 0.3 $302k 1.2k 245.93
Vanguard World Mega Cap Index (MGC) 0.3 $279k 1.8k 153.72
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $265k 5.2k 50.74
Costco Wholesale Corporation (COST) 0.2 $263k 446.00 589.69
Horizon Therapeutics Pub L SHS 0.2 $260k 2.2k 116.18
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $255k 1.1k 238.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $253k 967.00 261.63
Procter & Gamble Company (PG) 0.2 $252k 1.6k 158.39
Ishares Tr Russell 2000 Etf (IWM) 0.2 $250k 1.3k 198.73
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $250k 2.3k 108.74
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $238k 1.0k 238.00
Bank of America Corporation (BAC) 0.2 $238k 6.3k 37.56
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $238k 4.6k 52.20
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $237k 1.4k 173.75
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $233k 3.0k 76.75
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $230k 5.2k 44.22
Corning Incorporated (GLW) 0.2 $229k 6.8k 33.66
General Dynamics Corporation (GD) 0.2 $221k 905.00 244.20
Lockheed Martin Corporation (LMT) 0.2 $221k 472.00 468.22
NVIDIA Corporation (NVDA) 0.2 $219k 1.0k 212.21
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $201k 1.8k 112.17