Filer Name: PRIME BUCHHOLZ LLC
CIK: 2051999
Period: 2024-12-31
Filed At: 2025-01-31
Number of Holdings: 31
Portfolio Value: $0.31B

Prime Buchholz Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VT US VANGUARD TOT WORLD STK ETF 973,809 $114M 37.33% - -
BND US VANGUARD TOTAL BOND MARKET 389,421 $28M 9.14% - -
VEA US VANGUARD FTSE DEVELOPED ETF 473,715 $23M 7.39% - -
STIP US ISHARES 0-5 YEAR TIPS BOND E 172,463 $17M 5.66% - -
VV US VANGUARD LARGE-CAP ETF 45,917 $12M 4.04% - -
VSGX US VANGUARD ESG INTL STOCK ETF 216,414 $12M 4.00% - -
VWO US VANGUARD FTSE EMERGING MARKE 264,087 $12M 3.80% - -
VUG US VANGUARD GROWTH ETF 22,544 $9M 3.02% - -
VXF US VANGUARD EXTENDED MARKET ETF 48,485 $9M 3.01% - -
VTV US VANGUARD VALUE ETF 50,519 $9M 2.79% - -
SPY US SPDR S&P 500 ETF TRUST 14,100 $8M 2.70% - -
REET US ISHARES GLOBAL REIT ETF 319,330 $8M 2.50% - -
IXUS US ISHARES CORE INTL STOCK ETF 93,432 $6M 2.02% - -
AGG US ISHARES CORE U.S. AGGREGATE 59,853 $6M 1.89% - -
IEFA US ISHARES CORE MSCI EAFE ETF 82,130 $6M 1.88% - -
IWY US ISHARES RUSSELL TOP 200 GROW 18,738 $4M 1.44% - -
VOO US VANGUARD S&P 500 ETF 5,294 $3M 0.93% - -
VXUS US VANGUARD TOTAL INTL STOCK 39,435 $2M 0.76% - -
IEMG US ISHARES CORE MSCI EMERGING 38,350 $2M 0.65% - -
ICLN US ISHARES GLOBAL CLEAN ENERGY 158,000 $2M 0.59% - -
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