Instuitional Investor - Von Berge Wealth Management Group, Llc
Fund Profile
Filing Period:
Fund Name: | Von Berge Wealth Management Group, Llc |
Portfolio Value | $130,142,528 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 56,047 | $12,858,821 | 9.88% | |
2. | Vanguard World Fd | 36,507 | $9,545,011 | 7.33% | |
3. | Vanguard World Fd | 82,478 | $9,038,766 | 6.94% | |
4. | FNDF | 263,761 | $8,835,993 | 6.78% | |
5. | Vanguard Index Fds | 41,982 | $8,706,688 | 6.69% |