Von Berge Wealth Management Group

Von Berge Wealth Management Group as of Dec. 31, 2022

Portfolio Holdings for Von Berge Wealth Management Group

Von Berge Wealth Management Group holds 62 positions in its portfolio as reported in the December 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 $11M 51k 219.07
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 8.0 $8.9M 279k 31.75
Vanguard Index Fds Value Etf (VTV) 7.5 $8.4M 58k 143.55
Vanguard Index Fds Small Cp Etf (VB) 7.3 $8.2M 41k 199.91
Vanguard World Mega Cap Val Etf (MGV) 5.7 $6.4M 61k 104.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.5 $6.1M 133k 45.86
Vanguard Index Fds Growth Etf (VUG) 5.3 $5.9M 25k 235.76
Vanguard World Mega Grwth Ind (MGK) 5.1 $5.7M 30k 191.09
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.4 $3.8M 62k 61.18
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.4 $3.8M 55k 68.40
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.9 $3.2M 46k 71.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.4 $2.7M 77k 35.18
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $2.6M 17k 155.29
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.3 $2.6M 98k 26.21
Apple (AAPL) 2.2 $2.4M 17k 145.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $2.4M 56k 42.89
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $2.3M 11k 203.93
Exxon Mobil Corporation (XOM) 1.8 $2.1M 18k 115.61
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.8 $2.0M 44k 44.29
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $1.8M 35k 50.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $1.4M 3.8k 372.78
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.0 $1.1M 7.3k 149.24
Nucor Corporation (NUE) 1.0 $1.1M 6.5k 166.87
Qualcomm (QCOM) 0.9 $992k 7.4k 133.39
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.9 $965k 4.3k 223.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $823k 2.0k 405.60
Microsoft Corporation (MSFT) 0.7 $820k 3.3k 248.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $772k 14k 56.52
Tesla Motors (TSLA) 0.7 $760k 4.3k 177.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $584k 1.9k 309.17
Home Depot (HD) 0.5 $540k 1.7k 316.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $490k 6.4k 76.26
Meta Platforms Cl A (META) 0.4 $450k 3.0k 151.74
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $448k 1.9k 232.20
Horizon Therapeutics Pub L SHS 0.4 $396k 3.6k 110.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $388k 1.3k 296.35
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $353k 1.8k 195.39
Chevron Corporation (CVX) 0.3 $351k 2.0k 179.45
Pfizer (PFE) 0.3 $346k 7.9k 43.79
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $333k 2.3k 143.92
Sempra Energy (SRE) 0.3 $333k 2.1k 161.81
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $303k 3.4k 88.61
UnitedHealth (UNH) 0.3 $297k 611.00 485.74
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $296k 2.7k 110.25
Amazon (AMZN) 0.3 $290k 2.8k 102.24
Vanguard World Mega Cap Index (MGC) 0.2 $260k 1.9k 140.42
Ishares Tr Russell 2000 Etf (IWM) 0.2 $259k 1.4k 189.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $252k 967.00 261.06
Boeing Company (BA) 0.2 $249k 1.2k 211.19
Union Pacific Corporation (UNP) 0.2 $249k 1.2k 202.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $249k 3.4k 74.11
Corning Incorporated (GLW) 0.2 $247k 6.7k 36.80
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $245k 5.1k 48.03
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $240k 3.3k 72.56
Procter & Gamble Company (PG) 0.2 $225k 1.6k 140.54
Costco Wholesale Corporation (COST) 0.2 $225k 446.00 503.29
Verizon Communications (VZ) 0.2 $219k 5.4k 40.64
Lockheed Martin Corporation (LMT) 0.2 $217k 472.00 459.60
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $213k 955.00 222.53
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $210k 1.2k 170.89
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $207k 2.3k 90.35
General Dynamics Corporation (GD) 0.2 $206k 905.00 227.49