Von Berge Wealth Management Group

Von Berge Wealth Management Group as of March 31, 2023

Portfolio Holdings for Von Berge Wealth Management Group

Von Berge Wealth Management Group holds 63 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Mid Cap Etf (VO) 9.6 $11M 51k 210.58
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 7.7 $8.7M 274k 31.61
Vanguard Index Fds Value Etf (VTV) 7.1 $7.9M 57k 139.23
Vanguard Index Fds Small Cp Etf (VB) 6.9 $7.8M 41k 189.47
Vanguard World Mega Cap Val Etf (MGV) 5.8 $6.5M 64k 102.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.7 $6.4M 140k 45.54
Vanguard Index Fds Growth Etf (VUG) 5.6 $6.3M 25k 249.20
Vanguard World Mega Grwth Ind (MGK) 5.6 $6.3M 31k 204.42
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.6 $4.0M 62k 65.27
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.2 $3.6M 55k 65.92
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.7 $3.1M 45k 67.81
Apple (AAPL) 2.4 $2.7M 16k 166.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.4 $2.7M 77k 35.12
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $2.6M 17k 155.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $2.4M 60k 40.57
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $2.4M 98k 24.64
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $2.3M 12k 204.63
Exxon Mobil Corporation (XOM) 1.8 $2.1M 18k 116.13
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.6 $1.8M 43k 41.91
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $1.7M 34k 50.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $1.4M 3.7k 377.55
Tesla Motors (TSLA) 1.0 $1.2M 5.9k 194.77
Qualcomm (QCOM) 0.9 $1.1M 8.4k 124.74
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.9 $1.0M 7.0k 146.79
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.9 $1.0M 4.3k 232.06
Nucor Corporation (NUE) 0.9 $999k 6.5k 154.45
Microsoft Corporation (MSFT) 0.9 $952k 3.3k 287.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $790k 1.9k 410.85
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $777k 14k 55.61
Meta Platforms Cl A (META) 0.6 $632k 3.0k 213.07
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $585k 1.9k 310.31
Home Depot (HD) 0.5 $508k 1.7k 297.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $490k 6.4k 76.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $472k 1.9k 244.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $420k 1.3k 320.25
Horizon Therapeutics Pub L SHS 0.3 $390k 3.6k 108.90
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $351k 1.8k 194.54
Chevron Corporation (CVX) 0.3 $339k 2.0k 169.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $331k 4.5k 73.96
Pfizer (PFE) 0.3 $328k 7.9k 41.35
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $312k 2.3k 133.91
Sempra Energy (SRE) 0.3 $308k 2.1k 149.56
UnitedHealth (UNH) 0.3 $302k 612.00 493.84
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $295k 3.4k 86.24
Amazon (AMZN) 0.3 $291k 2.8k 102.41
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $286k 2.7k 106.31
Vanguard World Mega Cap Index (MGC) 0.2 $267k 1.9k 143.78
Boeing Company (BA) 0.2 $254k 1.2k 215.41
NVIDIA Corporation (NVDA) 0.2 $253k 906.00 279.65
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $247k 5.1k 48.51
Union Pacific Corporation (UNP) 0.2 $245k 1.2k 199.54
Ishares Tr Russell 2000 Etf (IWM) 0.2 $244k 1.4k 178.50
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $242k 967.00 250.20
Procter & Gamble Company (PG) 0.2 $239k 1.6k 149.51
Corning Incorporated (GLW) 0.2 $234k 6.7k 34.95
Spdr Ser Tr S&p Biotech (XBI) 0.2 $231k 3.0k 77.06
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $231k 3.3k 69.84
Lockheed Martin Corporation (LMT) 0.2 $230k 472.00 486.62
Costco Wholesale Corporation (COST) 0.2 $222k 446.00 497.03
Verizon Communications (VZ) 0.2 $212k 5.4k 39.22
General Dynamics Corporation (GD) 0.2 $210k 905.00 232.36
Walt Disney Company (DIS) 0.2 $210k 2.1k 99.76
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $207k 955.00 216.34