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Size ($ in 1000's)
At 03/31/2024: $155,414
At 12/31/2023: $130,361
Von Berge Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Von Berge Wealth Management Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Von Berge Wealth Management Group LLC top holdings by largest position size, as per the latest 13f filing made by Von Berge Wealth Management Group LLC.
In the Von Berge Wealth Management Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Von Berge Wealth Management Group LLC in that top holding, then the share count change between reporting periods, and finally the Von Berge Wealth Management Group LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VO) |
65,508 |
+9,461 |
$16,368 | | VO | 65,508 | +9,461 | $16,368 | | VANGUARD WORLD FD (MGK) |
45,078 |
+8,571 |
$12,920 | | MGK | 45,078 | +8,571 | $12,920 | | VANGUARD WORLD FD (MGV) |
104,445 |
+21,967 |
$12,482 | | MGV | 104,445 | +21,967 | $12,482 | | VANGUARD INDEX FDS (VB) |
49,525 |
+7,543 |
$11,321 | | VB | 49,525 | +7,543 | $11,321 | | SCHWAB STRATEGIC TR |
282,694 |
+18,933 |
$10,067 | | FNDF | 282,694 | +18,933 | $10,067 | | VANGUARD INDEX FDS (VTV) |
58,043 |
+4,371 |
$9,453 | | VTV | 58,043 | +4,371 | $9,453 | | VANGUARD INDEX FDS (VUG) |
25,313 |
+1,783 |
$8,713 | | VUG | 25,313 | +1,783 | $8,713 | | VANGUARD TAX MANAGED FDS (VEA) |
172,143 |
+36,182 |
$8,636 | | VEA | 172,143 | +36,182 | $8,636 | | SCHWAB STRATEGIC TR |
55,471 |
+3,788 |
$5,143 | | SCHG | 55,471 | +3,788 | $5,143 | | SCHWAB STRATEGIC TR |
55,803 |
+9,610 |
$4,240 | | SCHV | 55,803 | +9,610 | $4,240 | | SCHWAB STRATEGIC TR |
46,531 |
+6,804 |
$3,789 | | SCHM | 46,531 | +6,804 | $3,789 | | SCHWAB STRATEGIC TR |
94,787 |
+8,050 |
$3,699 | | SCHF | 94,787 | +8,050 | $3,699 | | VANGUARD INTL EQUITY INDEX F (VWO) |
88,172 |
+16,886 |
$3,683 | | VWO | 88,172 | +16,886 | $3,683 | | VANGUARD INDEX FDS (VTI) |
13,863 |
+923 |
$3,603 | | VTI | 13,863 | +923 | $3,603 | | VANGUARD SPECIALIZED FUNDS (VIG) |
18,119 |
+1,005 |
$3,309 | | VIG | 18,119 | +1,005 | $3,309 | | APPLE INC |
15,366 |
-408 |
$2,635 | | AAPL | 15,366 | -408 | $2,635 | | SCHWAB STRATEGIC TR |
48,517 |
+8,903 |
$2,389 | | SCHA | 48,517 | +8,903 | $2,389 | | META PLATFORMS INC |
4,078 |
-187 |
$1,980 | | META | 4,078 | -187 | $1,980 | | EXXON MOBIL CORP |
16,459 |
UNCH |
$1,913 | | XOM | 16,459 | UNCH | $1,913 | | VANGUARD INDEX FDS (VOO) |
3,973 |
+535 |
$1,910 | | VOO | 3,973 | +535 | $1,910 | | SCHWAB STRATEGIC TR |
73,917 |
+19,301 |
$1,866 | | SCHE | 73,917 | +19,301 | $1,866 | | MICROSOFT CORP |
4,252 |
+232 |
$1,789 | | MSFT | 4,252 | +232 | $1,789 | | VANGUARD MUN BD FDS (VTEB) |
32,639 |
+7,679 |
$1,652 | | VTEB | 32,639 | +7,679 | $1,652 | | VANGUARD ADMIRAL FDS INC (VOOG) |
4,401 |
+52 |
$1,341 | | VOOG | 4,401 | +52 | $1,341 | | VANGUARD STAR FDS (VXUS) |
21,518 |
+3,180 |
$1,298 | | VXUS | 21,518 | +3,180 | $1,298 | | NUCOR CORP |
6,470 |
UNCH |
$1,280 | | NUE | 6,470 | UNCH | $1,280 | | VANGUARD ADMIRAL FDS INC (VOOV) |
7,041 |
+142 |
$1,271 | | VOOV | 7,041 | +142 | $1,271 | | SPDR S&P 500 ETF TR (SPY) |
2,196 |
+2 |
$1,149 | | SPY | 2,196 | +2 | $1,149 | | QUALCOMM INC |
6,496 |
+9 |
$1,100 | | QCOM | 6,496 | +9 | $1,100 | | TESLA INC |
6,092 |
+193 |
$1,071 | | TSLA | 6,092 | +193 | $1,071 | | NVIDIA CORPORATION |
1,021 |
+124 |
$923 | | NVDA | 1,021 | +124 | $923 |  BERKSHIRE HATHAWAY INC DEL |
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$874 | | BRK.B | 2,078 | +150 | $874 | | CAPITAL GRP FIXED INCM ETF T (CGMS) |
27,703 |
UNCH |
$749 | | CGMS | 27,703 | UNCH | $749 | | HOME DEPOT INC |
1,776 |
+37 |
$681 | | HD | 1,776 | +37 | $681 | | ISHARES TR (IWF) |
1,930 |
UNCH |
$651 | | IWF | 1,930 | UNCH | $651 | | COSTCO WHSL CORP NEW |
865 |
+284 |
$634 | | COST | 865 | +284 | $634 | | INVESCO QQQ TR |
1,316 |
+6 |
$584 | | QQQ | 1,316 | +6 | $584 | | AMAZON COM INC |
2,934 |
+157 |
$529 | | AMZN | 2,934 | +157 | $529 | | SCHWAB STRATEGIC TR |
16,212 |
UNCH |
$450 | | FNDE | 16,212 | UNCH | $450 | | VANGUARD INDEX FDS (VOT) |
1,594 |
-20 |
$376 | | VOT | 1,594 | -20 | $376 | | JPMORGAN CHASE & CO |
1,753 |
UNCH |
$351 | | JPM | 1,753 | UNCH | $351 | | VANGUARD WORLD FD (MGC) |
1,861 |
+1 |
$348 | | MGC | 1,861 | +1 | $348 | | UNITEDHEALTH GROUP INC |
658 |
+49 |
$325 | | UNH | 658 | +49 | $325 | | SCHWAB STRATEGIC TR |
5,094 |
+5,094 |
$316 | | SCHX | 5,094 | +5,094 | $316 | | UNION PAC CORP |
1,276 |
+48 |
$314 | | UNP | 1,276 | +48 | $314 | | VANGUARD INDEX FDS (VOE) |
1,988 |
UNCH |
$310 | | VOE | 1,988 | UNCH | $310 | | CHEVRON CORP NEW |
1,879 |
UNCH |
$296 | | CVX | 1,879 | UNCH | $296 | | SEMPRA |
4,114 |
UNCH |
$296 | | SRE | 4,114 | UNCH | $296 | | VANGUARD WHITEHALL FDS (VYM) |
2,368 |
-44 |
$286 | | VYM | 2,368 | -44 | $286 | | ISHARES TR (IWR) |
3,310 |
UNCH |
$278 | | IWR | 3,310 | UNCH | $278 |
See Full List: All Stocks Held By Von Berge Wealth Management Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Von Berge Wealth Management Group LLC
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