Von Berge Wealth Management Group

Von Berge Wealth Management Group as of March 31, 2025

Portfolio Holdings for Von Berge Wealth Management Group

Von Berge Wealth Management Group holds 63 positions in its portfolio as reported in the March 2025 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 $16M 63k 254.05
Vanguard World Mega Cap Val Etf (MGV) 9.3 $14M 117k 122.47
Vanguard World Mega Grwth Ind (MGK) 8.8 $14M 44k 308.68
Vanguard Index Fds Small Cp Etf (VB) 6.6 $10M 47k 215.30
Schwab Strategic Tr Fundamental Intl (FNDF) 6.4 $9.9M 269k 36.91
Vanguard Index Fds Value Etf (VTV) 6.2 $9.6M 58k 165.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.0 $9.3M 178k 52.31
Vanguard Index Fds Growth Etf (VUG) 5.6 $8.6M 23k 370.92
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.0 $4.6M 184k 24.91
Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $4.3M 16k 268.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $4.0M 88k 45.02
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.5 $3.9M 153k 25.61
Vanguard Specialized Funds Div App Etf (VIG) 2.5 $3.9M 21k 188.35
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.3 $3.5M 174k 20.33
Meta Platforms Cl A (META) 2.0 $3.1M 5.7k 533.18
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.9 $3.0M 116k 25.43
Apple (AAPL) 1.4 $2.2M 11k 208.38
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.2 $1.8M 29k 63.31
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $1.8M 78k 22.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.8M 3.5k 502.36
Tesla Motors (TSLA) 1.1 $1.8M 6.7k 259.51
Microsoft Corporation (MSFT) 1.0 $1.5M 3.8k 387.35
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $1.4M 50k 27.52
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $1.4M 28k 48.77
Exxon Mobil Corporation (XOM) 0.9 $1.3M 12k 108.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.3M 2.3k 546.64
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.8 $1.2M 3.7k 334.74
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.8 $1.2M 44k 27.05
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.7 $1.1M 6.3k 175.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $980k 1.8k 531.64
Qualcomm (QCOM) 0.6 $942k 6.4k 147.21
NVIDIA Corporation (NVDA) 0.5 $848k 8.0k 106.43
Costco Wholesale Corporation (COST) 0.5 $818k 839.00 975.32
Nucor Corporation (NUE) 0.5 $749k 6.5k 115.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $708k 2.0k 359.37
Home Depot (HD) 0.4 $688k 1.9k 359.64
Schwab Strategic Tr Fundamental Emer (FNDE) 0.4 $651k 22k 30.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $617k 1.3k 467.47
Amazon (AMZN) 0.3 $511k 2.7k 186.54
JPMorgan Chase & Co. (JPM) 0.3 $421k 1.7k 244.69
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $373k 1.5k 245.06
Vanguard World Mega Cap Index (MGC) 0.2 $347k 1.8k 197.13
Corning Incorporated (GLW) 0.2 $340k 7.8k 43.88
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $293k 1.9k 155.30
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $292k 9.1k 31.99
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $277k 3.3k 83.38
Union Pacific Corporation (UNP) 0.2 $265k 1.2k 215.45
Procter & Gamble Company (PG) 0.2 $263k 1.7k 159.52
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $263k 2.1k 123.42
Mastercard Incorporated Cl A (MA) 0.2 $250k 466.00 535.89
Sempra Energy (SRE) 0.2 $243k 3.3k 74.52
TransDigm Group Incorporated (TDG) 0.2 $239k 175.00 1368.02
Ishares Tr Russell 2000 Etf (IWM) 0.1 $224k 1.2k 194.03
UnitedHealth (UNH) 0.1 $223k 526.00 423.88
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $222k 901.00 246.55
Ishares Tr Msci Eafe Etf (EFA) 0.1 $222k 2.7k 83.76
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.1 $215k 12k 18.20
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $215k 1.8k 119.28
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $210k 3.7k 56.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $207k 1.2k 179.72
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $203k 2.3k 87.17
Liberty All Star Equity Sh Ben Int (USA) 0.1 $141k 23k 6.27
Eaton Vance Cali Muni Bnd Fnd (EVM) 0.1 $93k 10k 8.96