Von Berge Wealth Management Group

Von Berge Wealth Management Group as of June 30, 2022

Portfolio Holdings for Von Berge Wealth Management Group

Von Berge Wealth Management Group holds 59 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Mid Cap Etf (VO) 10.1 $9.7M 49k 197.61
Vanguard Index Fds Value Etf (VTV) 8.2 $7.9M 61k 130.76
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 8.1 $7.8M 284k 27.49
Vanguard Index Fds Small Cp Etf (VB) 7.2 $6.9M 39k 177.75
Vanguard Index Fds Growth Etf (VUG) 6.2 $6.0M 26k 226.69
Vanguard World Mega Cap Val Etf (MGV) 5.2 $5.0M 52k 95.30
Vanguard World Mega Grwth Ind (MGK) 5.0 $4.8M 26k 185.20
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.6 $3.4M 58k 58.92
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.3 $3.2M 51k 62.25
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 3.2 $3.0M 76k 40.00
Apple (AAPL) 2.9 $2.8M 19k 145.50
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.7 $2.6M 40k 63.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $2.5M 63k 40.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.3 $2.2M 73k 30.81
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $2.1M 15k 143.33
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $2.1M 11k 189.66
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.9 $1.9M 37k 50.35
Exxon Mobil Corporation (XOM) 1.7 $1.6M 19k 84.84
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.7 $1.6M 41k 39.33
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.6 $1.6M 64k 24.48
Qualcomm (QCOM) 1.3 $1.2M 8.9k 135.66
Tesla Motors (TSLA) 1.1 $1.0M 1.5k 711.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $999k 2.9k 348.33
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.0 $978k 7.4k 132.14
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.0 $955k 4.3k 220.81
Microsoft Corporation (MSFT) 0.9 $831k 3.3k 252.66
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $773k 10k 76.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $767k 2.0k 378.77
Nucor Corporation (NUE) 0.7 $710k 6.5k 109.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $540k 1.9k 277.35
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $540k 6.7k 80.79
Meta Platforms Cl A (META) 0.6 $534k 3.3k 163.55
Home Depot (HD) 0.5 $505k 1.8k 287.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $441k 1.5k 285.81
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $429k 1.9k 222.28
Pfizer (PFE) 0.4 $413k 8.0k 51.74
Amazon (AMZN) 0.3 $313k 2.8k 110.44
UnitedHealth (UNH) 0.3 $305k 609.00 500.82
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $302k 1.7k 176.50
Verizon Communications (VZ) 0.3 $298k 5.9k 50.50
Sempra Energy (SRE) 0.3 $294k 2.0k 146.78
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $289k 5.7k 50.41
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $288k 2.2k 129.85
Chevron Corporation (CVX) 0.3 $270k 2.0k 138.11
Union Pacific Corporation (UNP) 0.3 $254k 1.2k 206.84
Vanguard World Mega Cap Index (MGC) 0.3 $241k 1.8k 132.78
Ishares Tr Russell 2000 Etf (IWM) 0.2 $234k 1.4k 171.55
Procter & Gamble Company (PG) 0.2 $232k 1.6k 145.64
JPMorgan Chase & Co. (JPM) 0.2 $226k 2.0k 111.88
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $220k 967.00 227.51
Costco Wholesale Corporation (COST) 0.2 $220k 446.00 493.27
Corning Incorporated (GLW) 0.2 $219k 6.8k 32.19
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $215k 3.3k 64.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $215k 4.8k 44.91
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $214k 1.1k 200.56
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $209k 2.3k 91.19
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $205k 1.0k 205.00
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $205k 1.4k 150.40
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $203k 5.2k 38.77