Instuitional Investor - Von Berge Wealth Management Group, Llc
Fund Profile
Filing Period:
Fund Name: | Von Berge Wealth Management Group, Llc |
Portfolio Value | $165,232,322 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 62,742 | $17,424,037 | 10.54% | |
2. | Vanguard World Fd | 42,614 | $14,907,258 | 9.02% | |
3. | Vanguard World Fd | 108,572 | $14,271,829 | 8.63% | |
4. | Vanguard Index Fds | 46,949 | $11,834,067 | 7.16% | |
5. | Vanguard Index Fds | 56,088 | $9,970,676 | 6.03% |