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Home > Institutional Investor > Prime Buchholz Llc > Profile

Instuitional Investor - Prime Buchholz Llc

Fund Profile
Filing Period:
Fund Name: Prime Buchholz Llc
Portfolio Value $306,463,444
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Intl Equity Index Funds
 VWO 973,809 $114,403,081 37.33%
2.
Vanguard Bond Index Funds
 BND 389,421 $28,003,264 9.13%
3.
The Vanguard Group
 473,715 $22,653,028 7.39%
4.
Blackrock
 172,463 $17,349,812 5.66%
5.
The Vanguard Group
 45,917 $12,383,815 4.04%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)