Filer Name: VON BERGE WEALTH MANAGEMENT GROUP, LLC
CIK: 1908070
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 64
Portfolio Value: $0.17B

Von Berge Wealth Management Group, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VO US VANGUARD MID-CAP ETF 62,742 $17M 10.55% 0.5% -
MGK US VANGUARD MEGA CAP GROWTH ETF 42,614 $15M 9.02% -0.6% -
MGV US VANGUARD MEGA CAP VALUE ETF 108,572 $14M 8.64% 3.3% -
VB US VANGUARD SMALL-CAP ETF 46,949 $12M 7.16% 1.0% -
VTV US VANGUARD VALUE ETF 56,088 $10M 6.03% 1.7% -
VUG US VANGUARD GROWTH ETF 23,680 $10M 6.02% -1.2% -
FNDF US SCHWAB FNDMN INTL LRG CO ETF 271,566 $9M 5.73% 0.6% -
VEA US VANGUARD FTSE DEVELOPED ETF 169,224 $9M 5.16% 4.4% -
SCHG US SCHWAB US LARGE-CAP GROWTH 183,598 $5M 3.17% -3.7% -
VTI US VANGUARD TOTAL STOCK MKT ETF 15,311 $5M 2.78% 8.8% -
SCHV US SCHWAB US LARGE-CAP VALUE 150,084 $4M 2.48% 1.8% -
VWO US VANGUARD FTSE EMERGING MARKE 88,230 $4M 2.39% 4.3% -
VIG US VANGUARD DIVIDEND APPREC ETF 18,104 $4M 2.22% 1.4% -
SCHF US SCHWAB INTL EQUITY ETF 179,774 $4M 2.12% 1.2% -
SCHM US SCHWAB US MID CAP ETF 115,341 $3M 2.04% 0.4% -
AAPL US APPLE INC 13,824 $3M 1.99% -5.1% -
META US META PLATFORMS INC-CLASS A 4,396 $3M 1.83% 7.3% -
TSLA US TESLA INC 5,995 $2M 1.45% - -
SCHA US SCHWAB US SMALL-CAP ETF 76,835 $2M 1.25% 0.5% -
VOO US VANGUARD S&P 500 ETF 3,468 $2M 1.17% 1.9% -
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